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asr-i-impact-uk
Level 1

How do I invoice in Euros ?

 
1 REPLY 1
JuliaMikkaelaQ
QuickBooks Team

How do I invoice in Euros ?

You can turn on the multicurrency to achieve that, asr-i-impact. I'll ensure to guide you and provide additional information about this.

 

In QuickBooks Online (QBO), a multicurrency feature is available for businesses that offer services and products to other regions with different currencies. Since you want to send invoices to your customers in Euros €, enabling it is the best option.

 

Before doing so, please know that this tool is only available for Essentials, Plus, and Advanced subscriptions. Thus, if you're using Simple Start, you might consider upgrading to a higher one to access it. Also, once it's turned on, there's no option to turn it off. It's because currency conversion details will be accounted for in the system moving forward.  For more information, please visit this link: Set up and use Multicurrency in QuickBooks Online.

 

If you're ready, here are the steps to follow:

 

  1. Click the Gear icon and select Account and Settings.
  2. Go to the Currency section in the Advanced menu and hit the Pencil icon.
  3. Enable the Multicurrency option.
  4. Press Save and Done.

 

Afterward, create a new customer profile that will utilize the € currency. Here's how:

 

  1. Go to the Sales menu and select Customers.
  2. Click the New Customer button.
  3. In the Currency field, choose the desired currency and fill in the necessary information.
  4. Tick Save once done.

 

Now, you can create an invoice. Choose the new customer, enter the conversion amount and other necessary details, and then save or send it to them. See the sample image below.

 

 

Furthermore, when your customers pay their invoices, recording the payment is the next step to mark the transaction paid.

 

In addition, run a report and enable the currency to view all transactions with different currencies.

 

This is how you can invoice your customers in corresponding currencies. If there's anything else you want us to address, the comment section is always available. We'll ensure to help you.

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