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ablowick-gmail-c
Level 1

Hi - how do i send a Euro invoice -currently it looks like i can only send sterling invoices ?

 
5 Comments 5
Mark_R
Moderator

Hi - how do i send a Euro invoice -currently it looks like i can only send sterling invoices ?

Thank you for posting here in the Community, @ablowick-gmail-c.

 

You'll need to assign a foreign currency to your customer to send a Euro invoice. Let me walk you through the steps.

 

Before we proceed, please keep in mind that you cannot change the currency for an existing customer. You'll need to create a new customer with a different profile, then select the foreign currency during creation.

 

Here's how:

 

  1. Click Sales in the left menu, then go to the Customers tab. 
  2. Select New customer.
  3. In the Customer Information window, fill out the applicable information.
  4. Go to the Payment and billing tab.
  5. Select the customer's currency in the This customer pays me with field. This is the currency that the customer uses to pay you for products or services.
  6. Click Save.1.PNG

Once done, you can now create an invoice for the Euro currency.

 

I'm also adding this article for more guidance: Assign a foreign currency to a customer in QuickBooks Online.

 

Just in case you want to activate multi-currency in QuickBooks Online, here's an article for the detailed steps and information: Turn on Multicurrency.

 

Please post a reply below if you have other concerns with your transactions in QuickBooks Online. I'll be more than happy to assist you again. Have a great day and take care always.

Fiat Lux - ASIA
Level 15

Hi - how do i send a Euro invoice -currently it looks like i can only send sterling invoices ?

@ablowick-gmail-c 

As other options to deal with multi currency transactions:

1. Utilize a payment service

https:// veem.grsm.io/veems

 

2. Open a virtual multi currency business account at TW and utilize the bank feeds

https:// prf.hn/l/7gg1NWy

 

Bull1
Level 1

Hi - how do i send a Euro invoice -currently it looks like i can only send sterling invoices ?

This method for creating invoices in Euros does not work, there is no option in the Payment and Billing tab that says "this customer pays me with"

 

Maybelle_S
QuickBooks Team

Hi - how do i send a Euro invoice -currently it looks like i can only send sterling invoices ?

Let's get this currency concern sorted out, @Bull1.

 

You'll have to make sure that the Multi-currency option is turned on successfully. Turning this on allows you to have the ability to deal with foreign currencies. Bear in mind that once you've turned the Multi-currency feature on, you cannot turn it off again.

 

To do that:

  1. Go to the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. From the left menu, select Advanced.
  4. Select the edit (pencil) icon in the Currency section and choose your Home Currency.
  5. Turn on the Multi-currency, and then put a checkmark beside I understand I can't undo Multicurrency.
  6. Hit Save and Done.

After that, you can go ahead and set up your customer with a (Euro) currency by following the steps given above.

 

For more details about this process and how Multi-currency works in QuickBooks, please refer to these articles: 

Please let me know if I can be of additional assistance. I'll be around to help. Have a wonderful weekend ahead!

Fiat Lux - ASIA
Level 15

Hi - how do i send a Euro invoice -currently it looks like i can only send sterling invoices ?

@Bull1 

You have to enable the multi currency feature and it is not available on QBO Simple Start. As another option, consider to have an additional app to deal with multi currency transactions as I mentioned in the earlier post.

https://veem.grsm.io/veems

https://wise.prf.hn/l/64dl92k

 

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