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Level 1

How do I change the currency on my invoice from USD to GBP? I am a US LLC selling services to a British client and need my invoices to be in GBP for them.

 
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Level 11

How do I change the currency on my invoice from USD to GBP? I am a US LLC selling services to a British client and need my invoices to be in GBP for them.

You have to turn the multi-currency feature on, create a GBP bank account and create a GBP customer. Then you may create a GBP invoice for your customer.

 

Another option, utilize this payment service to deal with it. You may create a USD invoice and your client will pay it in GBP.

https://veem.grsm.io/veems

 

Hope it helps.

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QuickBooks Team

How do I change the currency on my invoice from USD to GBP? I am a US LLC selling services to a British client and need my invoices to be in GBP for them.

Hello, @padgetluetgerath.

 

Thank you for posting here in the Community. I can help walk you through the steps on how to change the currency to your customer. 


Please note that once you turn on the multicurrency, you can't undo. Also, you're unable to change the currency for an existing customer. You'll need to create a new one with a different profile and be sure to select the foreign currency during creation.

 

Let me guide you how:

  1. Go to the Gear icon located on the upper right side. 
  2. Click the Advanced tab. 
  3. Hit the Edit button perpendicular to Currency
  4. Choose your Home currency in the drop-down arrow. 
  5. Put a check marked on the Multi-currency, then tick the box in the I understand I cant undo Multi-currency.
  6. Tap Save, then Done.

multi.PNG

 

For the detailed guide, check out this article: Turn on and use multi-currency.

 

Once done, you'll need to Make Inactive the customer's profile so that you can update the customer's currency. Even though a customer is made inactive, they will remain on reports of transactions related to them.

 

Here's how:

  1. Go to the Sales tab, then select Customers.
  2. Double click the customer's name and click the Edit button.
  3. Press Make Inactive, then click Done. 

makeinactive.PNG

      4. Go back to the Customers section and hit New Customer.

      5. Then re-create the customer's profile.

      6. Tap the Payment and billing icon.

      7. Click the In this customer pays me with drop-down, then pick GBP

      8. Tap Save

customer.PNG

 

For more information, please browse through this article: Assign a foreign currency or multicurrency to a customer. 

 

You can always make the customer active again. For the detailed steps, visit this article: Make a customer inactive and then active.

 

After that, let's go to the New (+) on the upper left side, then click Invoice and complete the needed information.  See the sample screenshot below:

invoice.PNG

 

Please check out this article: About Multicurrency. This link helps you on how to add a foreign currency account. And, you'll learn more about exchange rates in QBO.

 

Let me know if you have other questions. I'm always here to help. 

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