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Best answer

Salesforce to Quickbooks Online, not able to set the right currency ExchangeRate

  • August 6, 2020
  • 5 replies
  • 208 views
B

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.

 

 

Best answer by Liz_Roberts

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!

    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    5 replies

    andywingrave
    Forum|alt.badge.img+9
    • andywingraveZapier Solution Partner
    • Zapier Solution Partner
    • August 6, 2020

    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?

      B
      • boxit4meBeginner
      • Author
      • Beginner
      • August 8, 2020

      Hi Andywingrave,

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

      see attached

      1 Attachments
      andywingrave
      Forum|alt.badge.img+9
      • andywingraveZapier Solution Partner
      • Zapier Solution Partner
      • August 8, 2020

      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

        B
        • boxit4meBeginner
        • Author
        • Beginner
        • August 15, 2020

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

        Liz_Roberts
        Forum|alt.badge.img+8
        • Liz_RobertsZapier Staff
        • Zapier Staff
        • Answer
        • August 18, 2020

        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 & ConditionsAccessibility statement