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websolprov
December 2, 2020
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Showing customer currency in invoice template, must have or I am leaving! EZ Template fields do not display the currency symbol.

  • December 2, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details
    Best answer by AlcaeusF

    Hi @websolprov,

     

    I appreciate you for getting in touch with us about the missing information in the EZ template. I would feel the same way too in that situation if I'm unable to add the information.

     

    Since the option to include currency is unavailable, I recommend sending feedback to our product engineers. We always update the features in QuickBooks Online, and this preference might be available in the future.

     

    Here's how:

     

    1. Sign in to your QuickBooks account.
    2. Click the Gear icon in the upper-right corner.
    3. Select Feedback under Profile. 

    As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.

     

    Also, I've attached some articles you can use to personalize sales forms in QuickBooks:

     

    Let us know if you have any other concerns. We're here to help.

    1 reply

    Jen_D
    Jen_D
    December 2, 2020

    Thanks for visiting our forum, @websolprov,

     

    When you import a custom template for invoices, the option to assign a currency is unavailable. This is because, QuickBooks will automatically detect and assign a currency when you add the customer to a sale.

     

    After importing the template, you will see the customer's currency under Balance Due. See this multi-currency customer's invoice using a EZ template:

     

     

    If you're not seeing any currency after using the template, use a private window and create the invoice there. Incognito mode will not save any history making it a good place to identify browser problems. To start incognito mode, use these keyboard shortcuts:

    • Google Chrome: press Ctrl + Shift + N  
    • Mozilla Firefox: press Ctrl + Shift + P
    • Safari: press Command + Shift + N

    If you no longer see this alert in private browsing, clear the browser's cache. This will help delete the history of the browser, so you can start in a clean slate.

     

    To learn more about the difference of EZ mapping and editing imported transaction styles, see the following links: 

    Let me know how it goes. I'll be right here if you need anything else about custom templates. Have a good one!

    W
    websolprovAuthor
    December 2, 2020

    The currency for the customer is part of the customer record in the QBO dataset, it should therefore be part of the EZ template fields that you can add to the header of the invoice like the customer name, address and so forth.  Alternatively, it should be part of every monetary fields in EZ Template, not merely a single end monetary value.

    AlcaeusF
    AlcaeusFAnswer
    December 2, 2020

    Hi @websolprov,

     

    I appreciate you for getting in touch with us about the missing information in the EZ template. I would feel the same way too in that situation if I'm unable to add the information.

     

    Since the option to include currency is unavailable, I recommend sending feedback to our product engineers. We always update the features in QuickBooks Online, and this preference might be available in the future.

     

    Here's how:

     

    1. Sign in to your QuickBooks account.
    2. Click the Gear icon in the upper-right corner.
    3. Select Feedback under Profile. 

    As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.

     

    Also, I've attached some articles you can use to personalize sales forms in QuickBooks:

     

    Let us know if you have any other concerns. We're here to help.

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