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Assign a currency to a new customer or vendor in the QuickBooks Online mobile app

by Intuit1 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.

  1. Go to Menu ☰, then tap Customers.
  2. Tap + to add a new customer.
  3. Enter your customer's info.
  4. 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 search icon2_qbo_us_ext_1523.png (iOS) or Search search icon2_qbo_us_ext_1523.png (Android) field.
  5. 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

  1. Go to Menu ☰, then tap ALL.
  2. From the “Expenses'' section, tap Vendors.
  3. Tap + to add a new vendor.
  4. Enter your vendor’s info.
  5. 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 search icon2_qbo_us_ext_1523.png field.
  6. Tap Save.

For Android

  1. Go to Menu ☰, then tap ALL.
  2. From the “Money out” section, tap Vendors.
  3. Tap + to add a new vendor.
  4. Enter your vendor’s info.
  5. 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 search icon2_qbo_us_ext_1523.png field.
  6. Tap Save.
QuickBooks Online App for AndroidQuickBooks Online App for iOS

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