Can I edit the currency of a customer that hasn't any transactions recorded yet? If so, how?

Welcome to the Community, Richard! You can change the currency for a customer who hasn't recorded any transactions yet, and I’m here to walk you through every step of the way.

Regarding your duplicate customers, you can merge their profiles. This deletes one profile and moves their existing data into the profile you want to keep. Follow these steps:

1. Navigate to the Sales menu and choose Customers.

2. Select and open the customer profile you don't want to keep.

3. Click on the Edit button.

4. Under the Customer display name field, type in the name of the duplicate customer profile you want to retain. The names need to match.

5. Hit Save.

6. When prompted to merge the customers, select Yes.

To change the currency for an imported customer, you'll need to enable the Multicurrency option first. This feature is available for QuickBooks Online (QBO) Essentials, Plus, and Advanced users. If you're a Simple Start user, you might want to consider upgrading your subscription plan.

Once the option is turned on, make the existing customer profile inactive. Then, add the customer again and assign the currency they use for payment. Doing this will let you record new transactions with them in their currency.

Here's how:

1. Navigate to the Sales menu and choose Customers.

2. Select the customer's name to open their profile.

3. Click the dropdown next to Edit.

4. Choose Make inactive, then select Yes, make inactive to confirm.

5. To add the customer again, head to Customers & leads and select Customers.

6. Click New customer.

7. At the top of the window, choose the customer's Currency from the dropdown.

8. Complete the required details.

9. Hit Save.

If you want to provide customers with summaries of their invoices, payments, credits, and balances, check out this article for more guidance:  Create and send customer statements in QuickBooks Online.

Your customer records are important, and I'm here to help ensure they're spot on. If you have any more questions, feel free to jump back into this thread anytime. I'm always available to lend a hand. Take care.

Thanks for the reply Jean. I was hoping to just be able to change the customer currency without having to make the customer inactive and create a new customer. Creating a new customer witht the amended currency necessitates entering all the customer data again which is time consuling and open to transcription errors. I was hoping to just edit the currency of the existing customer as there haven't been any records created yet so I thought it may be possible in that scenario. Thanks anyway, Richard.