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August 3, 2023
Question

Hi, Can we edit an existing customer with balances in one currency and change it to another currency? thank you

  • August 3, 2023
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1 reply

August 3, 2023

It's great to see you here in the Community forum, abraham. I'll provide some information about editing a customer's currency in QuickBooks Online (QBO).

 

The currency of a customer cannot currently be changed in QBO. The program's balance currency will be the one you chose at the initial setup for your customer.

 

That said, I suggest adding a new customer with another currency you want to utilize. Refer to this article for more details about this process: Add and manage customers in QuickBooks Online.

 

Additionally, you may check out this article to learn how to view all sales transactions and their statuses on the Sales page: View sales transactions in QuickBooks Online.

 

Let me know if you still have questions or concerns about managing customer transactions in QBO. I'll be here to lend a helping hand. Have a great day ahead!