Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • Salesforce to Quickbooks Online, not able to set the right currency ExchangeRate

Hi

We are sending orders from salesforce to quickbooks online as Invoices and payments records.

The orders in salesforce are in USD, the Customers/Invoices/Payments in Quickbooks are also in USD, yet the quickbooks has multi currency, and our home currency is AED.

 

The integration sends the records with exchange rate of “1” and therefore we get as outcome in quickbooks USD = 1 AED, while it should be USD = 3.675

below are 2 sreenshots, the zapier sending data, and the quickbooks.

Appreciate any help please.

 

 

Hello! Can you not change the exchange rate in Zapier to 3.675 instead of 1? 

 

Can you show a screenshot of the input options you have please?

Hi Andywingrave,

no we do not have this option, we have only currency field.

see attached

In that case, you will need to perform a calculation before you get to this stage using either a code step or a math formatter step

but what calculation, i do not have the option to choose a value or field against the currency exchange rate

Hi @boxit4me ,

I believe @andywingrave is suggesting to use the math formatter step before your Quickbooks step that will take the 1 AED to read as 3.675 USD. Here is some additional information on the number and currency formatter to get you started. Let us know if that does the trick!

Terms & Conditions