Assign a currency to a new customer or vendor in the QuickBooks Online mobile app
by Intuit•1• Updated 10 months ago
Learn how to assign a currency to a new customer or vendor in the QuickBooks Online mobile app.
If you have a customer/s or a vendor/s overseas, you can assign them the currency they prefer to pay you with. This helps you keep track of your income without the worries about exchange rates and conversions.
Note: If you haven’t yet, turn on multicurrency in QuickBooks Online before you proceed.
Assign a currency to a new customer
If you need to change an existing customer’s currency, you’ll need to create a new customer and assign the new type of currency.
- Go to Menu ☰, then tap Customers.
- Tap + to add a new customer.
- Enter your customer's info.
- From the “Customer pays me with” section, tap > (iOS) or USD United States Dollar (Android). Then, tap the currency they use to pay you with.
Tip: You can also search by your customer's country in the Search for a Currency (iOS) or Search (Android) field. - Tap Save.
Assign a currency to a new vendor
If you need to change an existing vendor’s currency, you’ll need to create a new vendor and assign the new type of currency. Follow these steps depending on the mobile device you use:
For iOS
- Go to Menu ☰, then tap ALL.
- From the “Expenses'' section, tap Vendors.
- Tap + to add a new vendor.
- Enter your vendor’s info.
- From the “I pay this vendor with” section, tap >. Then, tap the currency they use to pay you with.
Tip: You can also search by your customer's country in the Search for a Currency field. - Tap Save.
For Android
- Go to Menu ☰, then tap ALL.
- From the “Money out” section, tap Vendors.
- Tap + to add a new vendor.
- Enter your vendor’s info.
- From the “I pay this vendor with” section, tap USD United States Dollar. Then, tap the currency they use to pay you with.
Tip: You can also search by your customer's country in the Search field. - Tap Save.
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