How to Add Exchange Rates in Zoho Books

You can also manually add exchange rates for any day if you have exchange rate feeds disabled for your organization. Here’s how:

Resolution

• Go to Settings.
• Select Currencies under Organization.
• Hover over the currency you want to view exchange rates for, and click View Exchange Rates.
• In the following page, click + Add Exchange Rate in the top right corner.
• In the pop-up, fill in the following fields:
  • Date: Select the start date for the exchange rate to apply. The rate will be effective from this date until you add a new exchange rate with a different future date.
  • Exchange Rate: Enter the exchange rate in the organization’s base currency.
• Click Save.

Now, whenever this currency is used, the new exchange rate will be applied provided the transaction is within the applicable date range.