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akber-rao-gmail-
Level 2
posted
‎August 13, 2023 04:42 AM
last updated ‎August 13, 2023 4:42 AM

Providing related currency bank account to customer. There should be an option on the customer invoice to show the bank details as per his currency.

Recently, we came across with a scam where someone hacks company email and sends the msg to client for transfer of invoiced amount to his given bank details. I discussed this with qb chat in past also that there should be a default invoice format for multi currency users or any option to set default bank details to each client. Right now, I have to edit invoice format every time. I would appreciate if anyone could let me know if there is an option or QB team to develop such.
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1 Comment 1
AileneA
Moderator
Moderator
‎August 13, 2023 06:36 AM

Providing related currency bank account to customer. There should be an option on the customer invoice to show the bank details as per his currency.

Hello, akber. 

 

It would be great to have this functionality that lets you view the bank details of each transaction, including the currency used. This way, you can better track the finances and ensure everything is accurate. It would be a helpful safeguard for all customers.

 

However, At the moment, there isn't a way to display the bank details and the currency per transaction in QuickBooks Online. While this specific feature is unavailable, we greatly appreciate your suggestions as they are vital in shaping our software's future. 

 

We value your opinions and want to ensure our product aligns with your business needs. Your feedback is essential in driving enhancements that will improve our product. To help us prioritize features that truly matter to you, we encourage you to share your thoughts with our Product Development Team. 

 

Here's how to send suggestions:

 

  1. Sign in to your company.
  2. Go to the Gear icon.
  3. Choose Feedback.
  4. Enter your comments in the description box.
  5. Click Next to submit your inputs.

 

I'm also adding this article to learn how to track your cash flow, sales, receivables, and profitability: Get started with customer transaction workflows.

 

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

 

 

Your input is incredibly valuable to us, so please don't hesitate to reach out. Together, we can improve our product and help your business succeed. Have a great day!

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