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October 7, 2022
Question

Hello, How can I add a class to all the transactions automatically created on this account " 666100 Gain/Loss on exchange rate"? Many thanks,

  • October 7, 2022
  • 1 reply
  • 14 views
I can't even add them manually

1 reply

Level 9
October 7, 2022

Hello @lucie7,

 

Before we can accomplish your goal for today, may I know the reason why you're unable to add class to your transactions? May I know if there's any message prompt upon attempting to perform the changes in question?

 

May be a screenshot will help and we would appreciate it. Keep me updated in the comments below. Hope to hear from you as soon as possible. Take care and stay safe!

lucie7Author
October 12, 2022

Hello, 

 

I can not add a class because I do not create the transaction myself. It is created automatically when there is a payment in different currencies. 

 

For example, on the picture attached to this message, you can see that my company received 15 712.11 EUR. When we recorded these payment to the related invoice, an entry of 546.67 USD was created to record the rate difference on this account " 666100 Gain/Loss on exchange rate". I am unable to add a class, even when I try to click on the transaction. By clicking on the amount,  QBO sends me on the invoice payment entry (as on the screenshot) and not to the 546.47 USD entry so I am not able to add a class or change the account. 

 

How can I fix that? 

 

Many thanks, 

 

 

 

Level 8
October 12, 2022

Good morning, @lucie7

 

I appreciate the other information you gave us. 

 

However, we're still unable to view your screenshot/attachment because we don't see one to review. Can you provide the screenshot(s) again just by themselves on the thread below? 

 

This will help us determine the best solution for your business. I'll be right around the corner to check back in!