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evan-axisfoils-c
Level 1

Anyone dealing with foreign customers, in foreign currencies? Any way to get their statements in their currency and not converted into USD?

Using QB Commerce and QB Online.
4 Comments 4
DivinaMercy_N
Moderator

Anyone dealing with foreign customers, in foreign currencies? Any way to get their statements in their currency and not converted into USD?

Hi there, @evan-axisfoils-c. I'm here to share steps so you can be able to get statements for your foreign customer. 

 

Let me first discuss details about this. 

 

In QuickBooks Online (QBO), the option to create customer statements for multiple currencies is currently unavailable. The program will only generate data based on the home currency.

 

As a workaround, you can run the Transaction List by Customer report and enable the Currency column to see transactions for foreign customers. Here's how:

 

  1. In your QBO account, navigate to the Reports menu and type Transaction List by Customer in the Search bar. Then, click the result.
  2. From there, select the Customize button.
  3. Set the specific report period.
  4. Next, expand the Rows/Columns section and click the Change columns link.
  5. Check the box for Currency.
  6. Then, go to the Filters section.
  7. Once done, click Run report.

 

You might also want to check this article to further guide you in handling foreign currency: Set up and manage currencies in QuickBooks Commerce. 

 

Please let me know how the step goes. I'd appreciate any updates you can add. If you have other concerns about managing multi-currency in QBO, feel free to leave a reply below. I'm always around the Community and ready to lend a hand. Have a good one and keep safe.

evan-axisfoils-c
Level 1

Anyone dealing with foreign customers, in foreign currencies? Any way to get their statements in their currency and not converted into USD?

Hi Divina_N

Thank you for the detailed message. Unfortunately, the Currency option is not available in my menu. 
Any other ideas?

 

Mark_R
Moderator

Anyone dealing with foreign customers, in foreign currencies? Any way to get their statements in their currency and not converted into USD?

Welcome back, @evan-axisfoils-c.

 

I've come to share additional information about managing currency in QuickBooks Commerce and QuickBooks Online (QBO).

 

When you connect your QuickBooks Commerce with QBO, you won't be able to use multi-currency. That's why you don't have the Currency option in your menu. You can check out this article to learn more about multi-currency: Multi-currency FAQ.

 

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

 

The QuickBooks Community team is always here to help if you have any other concerns or follow-up questions. Have a good day!

Fiat Lux - ASIA
Level 15

Anyone dealing with foreign customers, in foreign currencies? Any way to get their statements in their currency and not converted into USD?

@evan-axisfoils-c 

Afaik, this feature is only available to your resellers on the B2B portal. If you need to offer your retail customers in multiple currencies, you must have a third party app.

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