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rajesh_agarwalProAdv
Level 1
posted
‎April 22, 2021 06:07 PM
last updated ‎April 22, 2021 10:07 AM

I am Certified Pro Advisor & Certified TSheets Pro Elite Partner - want to add my USA client

I am a Chartered Accountant, Certified QB Accountant Pro Advisor & QB TSheets Pro Elite Partner.

I have clients in USA and India both. If I am adding both clients in my Accountant login, the system doesn't allow me to setup different home currencies. It automatically assumes INR as home currency.

I think of alternative to create an additional account with USA dummy address but I would prefer if there is a staraight solution.

Can anyone help please.

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2 Comments 2
MichelleBh
Moderator
Moderator
‎April 22, 2021 09:04 PM

I am Certified Pro Advisor & Certified TSheets Pro Elite Partner - want to add my USA client

Thank you for providing complete details of your concern, @rajesh_agarwalProAdv.

 

Let me share with you some information about adding clients to your QuickBooks Online Accountant (QBOA). 

 

Currently, setting up different home currency in QuickBooks is unavailable. In regards to your INR home currency, let's make sure that your multi-currency is turned off. This way, you're able to modify it with the most accurate address. 

 

Here's how to check: 

 

  1. Go to the Gear icon on the upper right side. 
  2. Choose Company settings. 
  3. Click the Advanced button. 
  4. Review the Multicurrency section if it's turn on. 
  5. Tap Done. 

 

For more details, check out this article: Can I change my home currency?

 

To fix this, I'd agree with your alternative workaround which is to create a dummy account with a USA address. This way, you can use the correct home currency and add the two clients. Once done, here's how to add clients: 

 

  1. Go to the Clients menu, then select Add client.
  2. Pick Business or Individual.
  3. Enter your client's info.
  4. Choose Subscription in the Products section. 
  5. Follow the on-screen instructions. 

 

You may refer to these articles below. Add clients to QuickBooks Online Accountant.

 

After that, you can now utilize the multi-currency and class tracking feature. This is a more specific way of tracking your sales, purchases, and profitability by business location. For more details, check out these articles below. 

 

 

Additionally, I'd encourage you to visit the links below about multicurrency commonly ask questions. 

 

 

Feel free to let me know if you have follow-up questions. I'm glad to help you with your currencies. Keep safe. 

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Fiat Lux - ASIA
Level 15
‎April 23, 2021 04:50 AM

I am Certified Pro Advisor & Certified TSheets Pro Elite Partner - want to add my USA client

@rajesh_agarwalProAdv 

You have to open a QBO Accountant US version to manage QBO US users. If you are not located in the US, you may open it with a dummy data. But make sure only to utilize it to manage your client's account and don't offer any wholesale billing to them. You should ask your client in the US to open and pay the account by them selves, then invite you as their accountant.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

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