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Dennis Chung
Level 2

Can the 'customer balance summary report' be reported in foreign currency for foreign denominated customers. Thks

 
1 Comment 1
MarsStephanieL
QuickBooks Team

Can the 'customer balance summary report' be reported in foreign currency for foreign denominated customers. Thks

Hi there, Dennis Chung.

 

Currently, only the home currency sign will reflect in printing reports for the customer. Let's say your home currency is United States Dollar, then you can inform your customer that it is printed as dollar. However, you can export your report in Excel file to customize the sign.

 

To see the correct currency sign, you can export your report to excel and edit it. Here's how:

 

  1. In your QuickBooks Online company, go to the Hamburger icon.
  2. Select Reports and search Customer Balance Summary Report.
  3. Select in the Customize button and click the Filter.
  4. Tick the box for the Customer and choose the Customer's name.
  5. Select the Run report button.

 

I added a screenshot for your reference.

 

 

You can check out: Customize reports in QuickBooks Online for more information.

 

Also, I will send your post as a feedback to our Product Engineers for future updates.

 

Don't hesitate to reply in this thread if you have questions in mind. I'm here to assist you. Have a good one.

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