Connect CastleFX to Your QuickBooks and Take Control of Your Currency.
No setup fees. No monthly fees. Just a better way to handle currency.
Why Connect CastleFX to QuickBooks
With a CastleFX account you get:
- Import bills from QuickBooks and pay foreign suppliers directly - completion data including exchange rates writes back automatically
- Receive foreign payments into your company-named account. When funds arrive you receive an email notification and we walk you through recording the receipt against your open customer invoice in QuickBooks.
- Transparent currency rates that consistently beat the banks
- Send, receive, and convert across 200+ countries and all major currencies
- Convert between your own bank accounts (USD, CAD, EUR, GBP and more)
- Forward contracts available for rate certainty up to 24 months
- Free Daily Best Rate Conversion Strategies included with every account
- Weekly Hedging Strategy subscription available to help protect and improve your margins
- 24/7 online platform access
- Direct access to experienced currency professionals
How to Get Started
- Click the button below to open your online application
- Complete the form - it takes about 20–30 minutes depending on your company structure
- We’ll review your application and notify you within 3–5 business days
Open Your CastleFX Account →
Built for businesses converting $50,000 or more annually.
$0 setup. $0 monthly. No commitment. Takes about 20–30 minutes.
Note on receivables: If you receive foreign payments from customers, we include a guided setup for recording those accurately in QuickBooks. See our step-by-step receivables guide, or ask us during onboarding.
Want to see it in action? Book a live demo →What You’ll Need
Depending on your company structure, you may need the following.
- Business registration or incorporation documents
- Photo ID for signing authorities (driver’s license or equivalent)
- Full names and residential addresses of all 25%+ shareholders with ownership percentages
- Proof of ownership (business registration, Schedule 50, or letter from accountant/lawyer)
- Full names and residential addresses of directors
- Proof of current directors (if incorporated)
After Approval
- We’ll provide your online platform login credentials
- We’ll connect your CastleFX account to QuickBooks - transactions sync automatically from that point forward
- If you’d like to use Direct Debit / Pre-authorized Debit, we’ll send you a setup link
- Enter your payee banking details into the platform
- Make a small initial conversion to confirm everything flows correctly
- You’re up and running. Book a live demo at any time if you want a guided walkthrough of the full platform.