Multi-currency and QuickBooks

Multi-currency is supported for QuickBooks Desktop and QuickBooks Online integrations. As with single-currency, Autotask will transfer the amounts on the invoice to QuickBooks.

Because of this, you must make sure of the following:

• QuickBooks is configured for multiple currencies.
• The internal currency in Autotask must match the home currency in QuickBooks.
• Customers must be configured with the same currency in both applications.
• Customer accounts that do not use the internal currency must be set up in QuickBooks before the first transfer, because accounts get created in the home currency, which cannot be changed after the first transfer.

IMPORTANT  Note that QuickBooks associates each invoice with an exchange rate that is stored in QuickBooks. This exchange rate is completely independent from the exchange rate in Autotask. The exchange rate is always the one in effect on the date the invoice was transferred from Autotask to QuickBooks, not the one in effect on the invoice date.