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

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

 
14 Comments
Highlighted
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.
Highlighted
Level 10

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

.
Highlighted
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

Highlighted
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.

Highlighted
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.

Highlighted
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

Highlighted
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.

Highlighted
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.

Highlighted
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.

Highlighted
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.........   

Highlighted
Level 11

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

 

Highlighted
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.

 

 

Highlighted
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?"

Highlighted
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.