cancel
Showing results for 
Search instead for 
Did you mean: 
steve32
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

 
21 Comments
Malcolm Ziman
Level 10

How do i change a customers currency to USD after i saved it as CDN by accident?

You can't change the currency of a customer once saved. Sounds like there are no transactions yet, so delete the customer and create it again, with the correct currency.
Malcolm Ziman
Level 10

How do i change a customers currency to USD after i saved it as CDN by accident?

.
daniellap19
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

Does anyone know how to do this?  We did this by accident, but then already created several PO's. 

Now its time to send payment..

 

To think we would have to delete all of those PO's and start again is extremely annoying

AddieC
QuickBooks Team

How do i change a customers currency to USD after i saved it as CDN by accident?

Hi there, 

 

Allow me to chime in on this to clarify things for you. 

 

Once you set up a customer with Canadian currency, you're unable to change them to be a USD customer. If you've already processed transactions for the customer with the wrong currency set up, you'll have to delete the progress and re-enter the transactions once you've created the customer with the correct currency. 

 

It's important to note all the important dates and amounts for each of your transactions so that you can re-enter them accurately. If you make the current customer inactive, you may have to make a slight change to their display name when you recreate them as a USD customer. The system won't allow you to create two customers with the same exact name. Simply add a number or symbol to their name in order to differentiate it from the previously set-up customer. 

 

If you need any further assistance with this, please reach out to our tech support team.

Here's how you can contact us: 

 

Phone: 1-833-317-2226 from Monday to Friday from 9 a.m. to 8 p.m. ET or Saturday from 9 a.m. to 6 p.m. ET

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback

Social Media: Facebook and Twitter from Monday to Friday between 9 a.m. and 8 p.m. ET

Chat: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Start a Chat

 

I hope this helps get you back on track.

 

Cheers.

PeterC1
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

This process is confusing and having to trick a system by adding a different name is crazy just because of a simple error.

dan76
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

Agreed with above comment...should be an easier, more direct way to correct a simple error rather than a duct-taped workaround solution

AddieC
QuickBooks Team

How do i change a customers currency to USD after i saved it as CDN by accident?

I see what you mean, dan76. I'd encourage you to submit feedback about this by clicking the Gear icon > Feedback. Our product development team reads these messages daily and they're always looking for new ways to improve the product.

sck13
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

Hi,

 

I have an existing customer who had been invoiced in one currency previously and now is requesting to be billed in another currency, e.g. USD and now EUR. We had added in the currency symbol at the end of the company name. My problem now is that I want to create a sales summary report by customers in my home currency, e.g. SGD. How do I combined the sales amount for this company with 2 names instead of showing 2 line items? Thanks.

garfield1
Level 2

How do i change a customers currency to USD after i saved it as CDN by accident?

This problem of Quickbooks, changing customers from CAD to USD is too great to bear. I have already created over 100 customers with all details, 2-days of work. I can't believe there is no solution other than delate and create again. There is NO excuse for software in year 2020 if there is no simple solution.

garfield1
Level 2

How do i change a customers currency to USD after i saved it as CDN by accident?

If Delete-and-Recreate is the only solution, then there should be an Export to Excel function. Then I change "CAD" to "USD" in excel and import it back to Quickbooks. This make most sense. How can any software expects somebody to retype thousands of information all over again just because one field was entered incorrectly? No words.........   

Fiat Lux - ASIA
Level 15

How do i change a customers currency to USD after i saved it as CDN by accident?

@garfield1 

Utilize the 3rd party tool to help you. Export the Customer List to Excel, modify the Currency, and reimport it back into your QBO. Make sure to set filter to avoid any duplication

https://transactionpro.grsm.io/qbo

Use promo code 20PERCENTOFF at checkout, valid until April 30th, 2020.

 

The template should be like this

TitleCompanyFirstNameMiddleNameLastNameSuffixDisplayNamePrintOnCheckNameBillingAddressLine1BillingAddressLine2BillingAddressLine3BillingAddressLine4BillingAddressCityBillingAddressStateBillingAddressPostalCodeBillingAddressCountryShippingAddressLine1ShippingAddressLine2ShippingAddressLine3ShippingAddressLine4ShippingAddressCityShippingAddressStateShippingAddressPostalCodeShippingAddressCountryPhoneNumberMobileNumberFaxNumberOtherNumberWebSiteEmailCustomerTypeSalesTermDefaultTaxCodeTaxExemptionReasonResaleNumberPaymentMethodPreferredDeliveryMethodBillWithParentCurrencyNotes
Mr.Abacus IndustriesJanice Johnson Janice Johnson 110 Main StreetSuite 2000  DallasTX99875 400 East Street   DallasTX99875 [removed][removed][removed][removed] [email address removed]ResidentialNet 30  12345678CheckPrintY  
Mr.Walker AssociatesLeonard Walker Leonard Walker 9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345 [removed][removed][removed][removed] [email address removed]CommercialNet 30   CheckEmail   
Mr.Pinnacle PartnersLisa Smith Lisa Smith 19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256 [removed][removed][removed][removed] [email address removed] Net 30   CheckNone   

 

As additional option, explore this payment service to deal with multi currency transactions. You may release invoice and get paid in CAD and your customer will pay in their local currency (e.g US customers pay in USD). It supports QBO.

https://veem.grsm.io/veems

 

Statuesque
Level 2

How do i change a customers currency to USD after i saved it as CDN by accident?

It's quickbooks.

 

Happy to take your cash and indeed raise the subscription 'because of all of the excellent improvements made'

 

And yet simple currency change by editing a supplier cannot be done.

 

Do not even get me started on the purchase order system. Only Intuit call it a purchase order system. ANyone who uses it simply calls it a waste of bandwidth, time and energy.

 

 

ternyata
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

I agree that is is unacceptable not to be able to edit the currency after set-up. At the very least, you could make the currency entry more prominent, or add a promt before saving for multi-currency users "Are you sure this customer will pay you in your default currency?"

Statuesque
Level 2

How do i change a customers currency to USD after i saved it as CDN by accident?

Laughable support

 

'Please submit feedback'

It's pretty obvious this is a standard option in other software and should not need your customers telling you that it should be 'A thing'

 

How about you earn your wage and pass over the feedback you read to your developers instead. We do after all pay a subscription for this shoddy piece of software.

 

Tini
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

when you make a customer inactive, does the transaction still show in all your financial

reports ??

FiveNines
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

Seems easy enough, just create a USD (or whatever the correct currency is) version of the client, and then go into each invoice / payment / etc and change the client at the top to the desired currency version of this client.  Save it and it has transferred the transaction to the new currency version client.

LauraAB
QuickBooks Team

How do i change a customers currency to USD after i saved it as CDN by accident?

Hello!

 

Thanks, FiveNines, for that great suggestion about changing the customer on the transactions to the one set up for the appropriate currency. The one thing to be aware of is in regards to the payments received against transactions. Those will need to be deleted and then re-added in the proper currency, otherwise QuickBooks will generate an error saying only one currency at a time can be used. It's a bit of legwork, but should do the trick. I love when I see this kind of exchange of ideas in Community!

 

Tini, I see that your question doesn't seem to have a response, so I want to just take a moment to address it to make sure you have the information, although I imagine you've found the answer by now. In any case, the answer is yes, when you make a customer inactive, their transactions will still show in your financial reports. The program recognizes that although you may not be working with that customer anymore, the previous money you received from them is still an important part of your books. For a visual reference, here is an example of how it would appear.

 

 

This is a transaction report that I got to after clicking the Sales portion on my Profit and Loss report. You can see beside my test customer, Mr Inactive, that is says (deleted), which signals he's been made inactive although his transaction is still showing here.

 

So when you're dealing with a situation like outlined in this tread where you may not want those transactions because they're under the wrong customer, you'll want to delete them first if the customer assigned to them cannot be changed. If you've already made your customer inactive, simply reactivate them to be able to delete the transactions or make whatever changes are needed. Here's an article that can help with your customer status: Make a customer inactive and then active

 

I hope that helps. Feel free to ask more questions!

adrianbj
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

This is completely insane - I just upgraded my subscription to get multi-currency support and now I find out I can't change the currency of a customer and I can't even go back to the starter subscription level because it's impossible to disable multi-currency.

 

So much time invested in getting up and running with QB to make my life easier going forward and now I find out about this - arrrgggghhhh!

Fiat Lux - ASIA
Level 15

How do i change a customers currency to USD after i saved it as CDN by accident?

@adrianbj 

Yes. You are not allow to disable it. You may open a new blank QBO account and migrate the data.

https://quickbooks.grsm.io/Canada

 

As another option, utilize these services to deal with multi currency transactions.

https://veem.grsm.io/veems

https://transferwise.prf.hn/l/75dqNgB

 

adrianbj
Level 1

How do i change a customers currency to USD after i saved it as CDN by accident?

Thanks for the reply, but your migrate link doesn't go anywhere related to migrating, although that might be a possibility, although I expect it will still be too tedious.

 

As for Transferwise - I have an account that I use, but it doesn't solve anything. All I want to do is to be able to change the currency of customers that are already set up and have been tagged with deposits to my bank accounts without recreating everything.

Fiat Lux - ASIA
Level 15

How do i change a customers currency to USD after i saved it as CDN by accident?

If you picked to open a new blank QBO account, you may utilize a migration tool

https://transactionpro.grsm.io/qbo

 

QBO is not allowed to change the currency of a customer/vendor. You have to create a new customer/vendor with another currency. The services I have mentioned earlier is a workaround to record all customer/vendor using the same currency as your home currency. 

Need to get in touch?

Contact us