Is there a way to hide the exchanged rate in my home currency (CAD) on my US clients' invoice?

Hello aliving0770,

Thanks for your question! It's awesome to hear that you're using the multicurrency feature with QuickBooks Online.

While the currency conversion is something you see on your side within the program's set up, your when you print or send your customer the invoice, the conversion isn't visible on the invoice itself.

You see it on your side so that you can see how the system is calculating the amounts that your customer will see. If you'd like to preview how the customer sees the form, click the Print or Preview option along the bottom of the transaction set up screen.

If it's your view of the conversion that you don't have any interest in seeing, I recommend submitting feedback through the Gear icon in your account as there isn't a way to toggle that off at this time.

Check out our About Multicurrency article and the other articles linked on it to learn more about this feature in QuickBooks Online.

Take care and let me know if there's anything else I can do for you.

This doesn't work - for me it always shows my home currency to the client which I don't want.

So how to do deactivate the showing of the home currency ?

Hi there SebastienBruggeman,

Thanks for joining this thread and letting me know that what I described in my original response above isn't working for you. I've just done some testing in my own account to see if there had perhaps been an update, but I'm seeing that what I described above still stands. While you'll always see the conversion on the transaction creation screen, the customer shouldn't be seeing it on there side.

Since you're saying that your client is always seeing the home currency, I'd like to learn more about your situation to see what's going on. Before getting to that, I'd like to verify your customer's set up to make sure that their profile was configured with the currency you want for them. Here's how you can check that.

1. Hover over Sales in the left menu and choose Customers.
2. Click the customer name.
3. Select Edit on their profile.
4. Click the Payment and billing tab.
5. Verify the currency listed under This customer pays me with.

If you're seeing your home currency there, that's why your forms to this customer also always show home currency. To make sure the program is using the currency you want for your customers, choosing the desired currency is part of the process for setting up the customer after you've turned on multi-currency in the program. If you created the customer before turning on mutli-currency, it will default to whatever you select as the home currency.

At this time, there isn't a way to change the currency on a customer profile. If you're in the situation where your customer is set up with the wrong currency, it means creating a new customer profile for them and ensuring that you select the currency you need when you do. This article has the steps for setting up a new customer if you need it: Manage your customer list

Something to keep in mind when you do this is that QuickBooks Online won't let you use exactly the same name on a customer profile more than once. There is a way around this though. What you can do in this instance is make sure the Display name as field on the customer profile is different in some way for each customer setup. For example, you could add (USD) to the end or even punctuation. The program uses this field to keep your transactions organized and ensure that you don't accidentally assign a transaction to one person when you mean someone else.

If you have existing transactions for the customer that are under the wrong currency, I recommend deleting those and re-entering them on the new customer profile. While you can simply re-open those transactions and choose your new customer from the transaction's drop down menu, the program will default the exchange rate to 1=1. It's possible to manually edit that number, but that would mean tracking down the exchange rate to enter yourself. This article can help with deleting the transactions: Void or delete transactions in QuickBooks Online

I know I've given you a lot to go over, so I'll let it at that for now. Let me know if you have questions about any of that or if what I've mentioned isn't quite what your situation is. In that instance, please outline more details so I can get a sense of what's going on to help you work through this.

Hello.

I also have this problem. When I click on Print or Preview, you can still see my home currency MYR in the invoice which I do not want. Their account is already set to EUR so the issue isn't there.

I've attached a screen shot for you to see. 

Can you please help with this issue? 

Also, how do I add extra columns to my invoice? 

Good day, Zanda. Working with a currency you don't intend to work with can be a time-consuming task. Don't worry, QuickBooks is designed to help you save time and I'll be happy to give you a hand. Based on what you've described, I recommend creating a new dummy invoice and printing/previewing that to see if it's reflecting the correct currency. The reason I suggest this is that when you make changes to a customer or invoice, the changes may not reflect on the old invoices, instead they'll show up on new invoices that you create. 

QuickBooks allows you to edit columns using the ones that are already included in the program. Here's how:

1. Click on the Gear icon.
2. Select Custom form styles.
3. Click Edit on an existing form or New to create a new one.
4. Navigate to the Content tab.
5. Click the middle section of the preview on the right.
6. Check or uncheck the columns from here.
7. Click Done to save.

Check out this article here for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online. Feel free to as other questions, I'm here to help. 

Hi,

I have the same issue in here, I am trying to hide my home currency AED from my USD customers, but my home currency is always being showed on the estimates, invoices...etc.

I don't want my customers to see anything about my home currency.

the currency of my newly created customer is already being set as USD and my home currency is AED.

Please help, how can I hide my home currency on all customers related documents?

I am attaching you a screenshot from one invoice.

Please help

Thank you.

Thanks for posting here, @uae-user.

I want to help you out with this invoicing question. Regarding this, I want to check what template are you using for that invoice? Have you tried using a different template and see if the home currency still pops-up when printing or previewing the invoice? Any information will help.

You can also check the solutions shared in this thread and see if it changes the settings. 

If the suggested troubleshooting in this thread did not resolve this unusual behavior, we highly recommend contacting our Support Team this time. Our agents can help report the error to our engineers. Here's how to contact them: 

1. Go to the (?) Help menu, then select the Search tab.
2. At the bottom, select Contact us.
3. Enter the keyword Account Management and Billing in the What can we help you with? box.
4. On the next screen, scroll down to the Choose a way to connect with us section.
5. Choose Chat with us to initiate a discussion with a live agent.
   

Post here anytime if you have other program concerns or additional questions about QuickBooks Multicurrency invoices. Have a good day!