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Level 1

I am trying to send and get paid from a client that is located in Canada, I am located in the US. What is the best way for me to do this?

 
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Best answer 01-29-2020

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Level 6

I am trying to send and get paid from a client that is located in Canada, I am located in the US. What is the best way for me to do this?

@danielle-harnish 

Explore this payment service. You don't need to turn the multi-currency feature on

https://veem.grsm.io/veems

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Moderator

I am trying to send and get paid from a client that is located in Canada, I am located in the US. What is the best way for me to do this?

Hello dear, danielle-harnish.

 

We have an available feature in your book that you can use when receiving payment from customers with a different currency. 

 

It's called the multi-currency feature. You can turn this on in the Account and Settings section. Before doing so, it would be best to visit this article. It talks about how multi-currency work in QuickBooks. 

 

I've got here the steps on how you to enable this feature:

  1. Go to the Gear icon and select Account and Settings under Your Company.
  2. Select Advanced on the left side.
  3. Under the Currency section, click the Pencil icon and then, mark check inside the Multicurrency box.
  4. Put a check inside the I understand I can’t undo Multicurrency box. Ticking this box allows you to save changes in the currency.
  5. Hit the Save button. Then, Done.

 

Right after, you can now send an invoice to your client. To do this, make sure you set their currency to CAD. Click the Customers drop-down arrow and enter the customer's name. Then, ensure to select the CAD currency. 

curr.PNG

 

So when you add the client's name in the Customer field, you'll see a box for the conversion amount. You may consider checking my sample screenshot below:

Capturedad.PNG

 

Also, you can check out this article for more information about the multicurrency.

 

Please get back to me if you have follow-up questions as you go along on this process. I'll be around in case you need further help. Have a good one. Take care!

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Level 6

I am trying to send and get paid from a client that is located in Canada, I am located in the US. What is the best way for me to do this?

@danielle-harnish 

Explore this payment service. You don't need to turn the multi-currency feature on

https://veem.grsm.io/veems

View solution in original post

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Level 1

I am trying to send and get paid from a client that is located in Canada, I am located in the US. What is the best way for me to do this?

This payment service is great! Thanks for the info. 

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QuickBooks Team

I am trying to send and get paid from a client that is located in Canada, I am located in the US. What is the best way for me to do this?

Hey there, @danielle-harnish.

 

I'm so glad to hear that your issue has been resolved! 

 

Please feel free to reach out to the Community again if you have any other questions. Have a great week!

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