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How to do a credit card reconciliation in different currencies
How to do a credit card reconciliation in different currencies
Updated over 9 months ago

Goal:

  • reconciling in different currencies

Steps:

  1. Navigate to Settings → Manage Bank & Credit Card Accounts.

  2. Click the Credit Card Accounts tab.

  3. Click the 3-dot options button next to the applicable credit card and select Edit Card Information.

  4. When you return to the Credit Card Reconciliation page and import your statement, it will now be in the updated currency.

Important: The Ending Balance, Cleared Balance, and Variance will be displayed in the newly Selected Currency. Once you are done matching, you can change it back accordingly.

Additional Information:

  • N/A

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