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Multi Currency estimates

Forum|Forum|4 years ago
January 8, 2022
2 replies
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I have to provide quotes to customers in either GBP or USD. How do i do this? My multicurrency is turned on ,but my estimates are still showing as SGD ( home currency).

QuickBooks Online

Best answer by Fiat Lux - ASIA

@Transenviro_Kaly

You have to create a new customer profile with USD or GBP as the currency prior to creating an estimate or invoice. Then consider opening a Wise Business account to accept their payments in USD or GBP. You can run the bank feeds to your QBO account later.

https://wise.prf.hn/l/64dl92k

A

AbegailS_

Level 6

I want to ensure this is taken care of, @ImaginationMan.

We want to ensure your multicurrency transactions are intact and accurate in QuickBooks Online (QBO). Thus, we're currently unable to change your home currency after turning on the said feature.

You'll need to create a new customer or supplier and assign the new type of currency. We'll show you how.

Select + New, then select estimate.
From the ▼ dropdown, select add new.
On the New Customers page enter the customer's name
Choose your desired currency.

For your reference, check out this article: Can I Change My Home Currency?.

Also, I recommend visiting these links to get answers to the frequently asked questions about using this feature in QBO.

I'll be around to help if you need anything else. Keep safe.

Fiat Lux - ASIAAnswer

Level 14

@Transenviro_Kaly

You have to create a new customer profile with USD or GBP as the currency prior to creating an estimate or invoice. Then consider opening a Wise Business account to accept their payments in USD or GBP. You can run the bank feeds to your QBO account later.

https://wise.prf.hn/l/64dl92k

T

Transenviro_Kaly Author

Thank you.

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