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joearaneta
Level 2

Is there a way to change the currency in an invoice?

 
Solved
Best answer February 22, 2021

Best Answers
JessT
QuickBooks Team

Is there a way to change the currency in an invoice?

Hello Joe!

 

The invoice currency depends on the currency assigned to the customer profile. If you have a new customer from the US, you can assign USD currency, so their invoice is in USD.

 

 

Please note that a currency can only be assigned to a customer when you create their profile. Therefore, the currencies of the existing ones are not changeable. If you assigned the wrong currency, better create a new profile for that customer.

 

If you have other questions in mind, you can always go back to this thread.

View solution in original post

Fiat Lux - ASIA
Level 15

Is there a way to change the currency in an invoice?

If you are located in Philippines, it is highly possible you are using QBO Philippines

https://quickbooks.grsm.io/Philippines

 

Explore this app to integrate with your QBO account to accept payment in PHP or USD.

https://veem.grsm.io/veems

 

Another option, you may create a virtual business account at TW to accept payment in USD and convert it to PHP anytime you need with a better rate and lower fee than PayPal.

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

 

View solution in original post

8 Comments 8
Mark_R
QuickBooks Team

Is there a way to change the currency in an invoice?

I've got you covered, @joearaneta.

 

You can utilize the multicurrency feature in QuickBooks Online (QBO) to change the currency to an invoice if your customer uses different currencies. Here's how to set it up:

 

  1. In your QBO account, click the Gear icon and select Account and Settings.
  2. Go to the Advanced menu.
  3. Select the Currency section and choose your Home Currency.
  4. Turn on the Multicurrency checkbox, then confirm.1.PNG
  5. Click Save, then Done.

 

Once done, you can now add the currencies you use. Let me guide you how.

 

  1. Click the Gear icon, then select Currencies.
  2. Select Add currency.
  3. From the Add Currency drop-down, choose the new currency.
  4. Hit Add.2.PNG

I'm adding this article for more guidance: Turn on and use multicurrency.

 

You might also want to check out these articles to learn more about this feature:

 

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

joearaneta
Level 2

Is there a way to change the currency in an invoice?

I've already done that but I'm still seeing my local currency on the invoice. It's not letting me change. What else am I missing

JessT
QuickBooks Team

Is there a way to change the currency in an invoice?

Hello Joe!

 

The invoice currency depends on the currency assigned to the customer profile. If you have a new customer from the US, you can assign USD currency, so their invoice is in USD.

 

 

Please note that a currency can only be assigned to a customer when you create their profile. Therefore, the currencies of the existing ones are not changeable. If you assigned the wrong currency, better create a new profile for that customer.

 

If you have other questions in mind, you can always go back to this thread.

View solution in original post

Fiat Lux - ASIA
Level 15

Is there a way to change the currency in an invoice?

@joearaneta 

Once you created an invoice with a specific currency, you are not allowed to change the currency. You have to create a new invoice with the new currency. You may have another option to accept payment in your local currency and your customer pay it with their local currency. Where is your company located? Where is your client located?

joearaneta
Level 2

Is there a way to change the currency in an invoice?

The client is from the US. I'm from the Philippines

Fiat Lux - ASIA
Level 15

Is there a way to change the currency in an invoice?

If you are located in Philippines, it is highly possible you are using QBO Philippines

https://quickbooks.grsm.io/Philippines

 

Explore this app to integrate with your QBO account to accept payment in PHP or USD.

https://veem.grsm.io/veems

 

Another option, you may create a virtual business account at TW to accept payment in USD and convert it to PHP anytime you need with a better rate and lower fee than PayPal.

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

 

View solution in original post

joearaneta
Level 2

Is there a way to change the currency in an invoice?


@Fiat Lux - ASIA wrote:

If you are located in Philippines, it is highly possible you are using QBO Philippines

https://quickbooks.grsm.io/Philippines

 

Explore this app to integrate with your QBO account to accept payment in PHP or USD.

https://veem.grsm.io/veems

 

Another option, you may create a virtual business account at TW to accept payment in USD and convert it to PHP anytime you need with a better rate and lower fee than PayPal.

https://transferwise.prf.hn/l/75dqNgB

 

Last option, explore this app

https://billcom.grsm.io/quickbooks

 


Thank you so much! You've been very helpful

joearaneta
Level 2

Is there a way to change the currency in an invoice?

It seems that bill.com only works for US subscribers