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

Does qkbk online display customer summary report in foreign currency if there are foreign customers?

 
1 Comment
Highlighted
QuickBooks Team
QuickBooks Team

Does qkbk online display customer summary report in foreign currency if there are foreign customers?

You come in the right place, Dennis Chung.

 

Yes, QuickBooks Online (QBO) will display foreign currency in the customer summary report. Let make sure we create an account that uses foreign currency to track them in your account.

 

For more details about this one, just check out this article: How to add a foreign currency account

 

Once done, let's run the Transaction List by Customer report. Then, add the columns for Foreign Tax, Foreign Open, Foreign Net, and Foreign Amount in the report.

 

Here's how:

 

  1. Click Reports in the left side menu.
  2. Enter Transaction List by Customer in the Find report by name field.
  3. Tick the Customize tab.
  4. Tap Rows/Columns and hit Change columns.
  5. Place a checkmark on the following columns: Foreign Tax, Foreign Open, Foreign Net, and Foreign Amount.
  6. Hit Run report.

To learn more about adding transactions in a foreign currency, you can refer to this article: https://quickbooks.intuit.com/learn-support/en-us/multi-currency/add-transactions-in-a-foreign-curre....

 

I have a link here where you can find articles about managing your reports in your account: https://quickbooks.intuit.com/learn-support/en-us/reports/07?product=QuickBooks%20Online.

 

Fill me in if you need a hand with customizing reports or any QBO related. I'm glad to help. 

Need to get in touch?

Contact us