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Image Development Studios
Level 1

Multiple currencies to 1 customer

I'd like to add multiple currencies to 1 customer ie: my customer can either pay in USD or JMD. Currently I can only enter them into the system as one or the other, but not both (giving me the option to select whichever applies). Is there a fix for this?

1 Comment 1
JamaicaA
QuickBooks Team

Multiple currencies to 1 customer

Congratulations on making your first post here, @Image Development Studios . I’m here to provide some insights about adding multiple currencies to a customer.

 

For now, each customer can only have one currency assigned to them. As a workaround, you might want to consider creating different customer profiles. Please take note that using the same name twice isn’t available.

 

You’ll need to add a unique character to identify each profile. You can add USD or JMD to the end of their names, so it’ll be easy to choose which currency to be used when creating an invoice.

 

Here’s how:

 

  1. Go to the Sales menu, then click Customers.
  2. Select New Customer.
  3. Enter the necessary information.
  4. Hit Save.

 

Furthermore, I highly suggest consulting your accountant regarding this matter. This way, we can verify if you can add two different currencies under one customer name.

 

For more information about the Multicurrency feature as well as managing customers in QuickBooks Online, you can check out the following articles:

 

 

Moreover, you can visit this article to record invoice payments. It contains the detailed steps and a short video that’ll guide you along the process.

 

I’ve also added these informative resources to help you with reconciling in QuickBooks:

 

 

Please leave a comment below if you have any other customer currency issues or concerns. I'm more than willing to help. Have a great day!

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