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Level 1

How can I change an estimate currency?

 
3 Comments
QuickBooks Team

How can I change an estimate currency?

Good day to you, @mirek1.

 

You’ll want to turn on the Multicurrency feature of your QuickBooks Online (QBO) account to change the currency of your estimate. I’d be glad to guide you how:

 

  1. Navigate to the Gear icon.
  2. Select Account and Settings.
  3. Click the Advanced tab
  4. Select the Edit (pencil) icon in the Currency section.
  5. Toggle on the Multicurrency radio button and click the checkbox and confirm that you understand that you can't undo this option. 1.JPG
  6. Select Save and close then Done.

You can also check this article for more details about using multicurrency: Turn on and use multicurrency.

 

Once done, you can now change the currency of your estimate.

 

In addition to this, I’m adding this resource that you can use for future reference. This link can guide you through the steps on how to convert an estimate into an invoice.

 

In case you have other questions about multicurrency or estimate, you can always tag me in your reply. I’d be more than happy to help you out. Have a great day and stay safe!

Level 1

How can I change an estimate currency?

Thank you for your very quick reply! I had multicurrency already turned on.

Could you please walk me through how can I change the currency of the estimate step by step?

Thank you!

Level 15

How can I change an estimate currency?

@mirek1 

Once you enabled the multi currency feature, you have to create a new customer profile and set its currency. Then you will be able to create an estimate or invoice for that customer.

 

As another option, you may create a virtual business account at TW and utilize the bank feeds. You may create an estimate or invoice in your home currency and your client may pay your invoice in their local currency.

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