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Linking a Currency to Your Accounting System

If your BigTime account is integrated with QuickBooks or Sage Intacct, your data needs to be consistent across both platforms in order to maintain the accuracy of your firm’s financial records. For instance, if you use foreign currencies when invoicing in BigTime, the currencies you use should be reflected in your accounting system. To do so, you’ll need to link each added currency to your accounting system within its settings window. The steps below will guide you through that process. 


1. First, go to your list of active currencies by navigating to MY COMPANY…CURRENCY from your main navigation bar. Then, click the hyperlinked name of the currency you’d like to link to your accounting system.


2. This will open the EDIT CURRENCY window for the currency you selected. Underneath the currency name, you’ll see a header labeled QUICKBOOKS CURRENCY, with a text box below. 


When you click the GRAY ARROW in the right side of the text box, a picklist will appear with all the currencies you have set up in your accounting system. Select the currency that matches the one you have in BigTime, and then click the SAVE button. 


NOTE: If the currency you use in BigTime doesn't appear in the picklist, then it likely doesn't exist in your accounting system. In such cases, your accounting system will just apply your firm’s default currency to the invoices or bills you post. 

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