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joearaneta
joearaneta
February 21, 2021
Solved

Is there a way to change the currency in an invoice?

  • February 21, 2021
  • 1 reply
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Original commenter did not share additional details
Best answer by JessT

Hello Joe!

 

The invoice currency depends on the currency assigned to the customer profile. If you have a new customer from the US, you can assign USD currency, so their invoice is in USD.

 

 

Please note that a currency can only be assigned to a customer when you create their profile. Therefore, the currencies of the existing ones are not changeable. If you assigned the wrong currency, better create a new profile for that customer.

 

If you have other questions in mind, you can always go back to this thread.

1 reply

M
Mark_R
February 21, 2021

I've got you covered, @joearaneta.

 

You can utilize the multicurrency feature in QuickBooks Online (QBO) to change the currency to an invoice if your customer uses different currencies. Here's how to set it up:

 

  1. In your QBO account, click the Gear icon and select Account and Settings.
  2. Go to the Advanced menu.
  3. Select the Currency section and choose your Home Currency.
  4. Turn on the Multicurrency checkbox, then confirm.
  5. Click Save, then Done.

 

Once done, you can now add the currencies you use. Let me guide you how.

 

  1. Click the Gear icon, then select Currencies.
  2. Select Add currency.
  3. From the Add Currency drop-down, choose the new currency.
  4. Hit Add.

I'm adding this article for more guidance: Turn on and use multicurrency.

 

You might also want to check out these articles to learn more about this feature:

 

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

joearaneta
joearanetaAuthor
February 22, 2021

I've already done that but I'm still seeing my local currency on the invoice. It's not letting me change. What else am I missing

JessT
JessTAnswer
February 22, 2021

Hello Joe!

 

The invoice currency depends on the currency assigned to the customer profile. If you have a new customer from the US, you can assign USD currency, so their invoice is in USD.

 

 

Please note that a currency can only be assigned to a customer when you create their profile. Therefore, the currencies of the existing ones are not changeable. If you assigned the wrong currency, better create a new profile for that customer.

 

If you have other questions in mind, you can always go back to this thread.

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