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June 2, 2020
Question

If I am setting up a recurring sales receipt for a US customer how do I set the exchange rate to be the amount the day the receipts will be generated?

  • June 2, 2020
  • 1 reply
  • 2 views
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1 reply

LeithG
Level 2
June 19, 2020

Hi EyeCarePro:

 

Quickbooks setting of the exchange rate happens each day based on the markets.  If you have a recurring invoice you cannot have the system set the exchange rate since it's in the future.  What I have done in a similar circumstance is set the recurring sales invoice with an estimate exchange based on longer term trends, then when the invoice actually occurs you can either edit the exchange rate manually, or use the revaluation feature.

 

Hope this helps!