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pepe-lu3o-mx
Level 1

How to change currency sign

Como utilizar etiquetas
5 Comments 5
JessT
Moderator

How to change currency sign

Hi Pepe,

 

I'll guide you through changing the currency (home currency) of your QuickBooks company. However, please know that if you've already enabled the Multicurrency feature, you cannot change it anymore, and we would recommend starting fresh and re-entering your data.

 

To change the home currency:

 

  1. Click the Gear icon.
  2. Choose Accounts and settings.
  3. Go to the Advanced tab.
  4. Click the Currency section.
  5. Change the Home Currency.
  6. Click Save and then Done.

 

 

Let's not discuss about deleting your data and starting fresh yet to avoid confusion and to prevent losing your records. Please confirm with us if you've already turned on the Multicurrency feature and wanted to change everything or if only a few accounts have to be corrected. Please be detailed as you can.

 

On the other hand, you can also check reports with amounts presented in a different currency, like the Balance Sheet. You can follow these steps:

 

  1. Go to Reports.
  2. Search for Balance Sheet Detail and click the result.
  3. Click the small Gear icon on the report page and then Show more.
  4. Select the Currency and Foreign amount checkboxes.
  5. Click Run Report.

 

I'm just right here to continue helping you with currency. Let me know if you have additional questions.

Pinar Erbil
Level 1

How to change currency sign

My currency sign (€) appears on all my invoices but not on Return Receipts. I see it when I create/edit the return receipt but it doesn't show on the printed or pdf file. Can you please help urgently? 

Kevin_C
QuickBooks Team

How to change currency sign

I've got your back, Pinar. Let me help you ensure the currency appears when printing your refund receipt in QuickBooks Online (QBO).

 

When you say return receipts, are you referring to the refund receipt feature in QBO? If so, I'd be glad to provide some solutions to make sure the currency shows up when printing your refund receipts. 

 

Let's customise your Default Standard template to show the currency when previewing or printing the PDF of your refund receipts. To guide you further, please follow the steps below:

 

  1.  Go to Settings and then tap Custom form styles.
  2. Click the Edit button in the Standard template.
    download.png
  3. From the Design tab, select Change up the template.
  4. Choose a layout except for the Airy New template.

 

Furthermore, you can also add a () sign to your template by following the steps below:
 

  1. Select the Content tab from the standard template.
  2. Choose the Table section, then click Edit labels and widths.
  3. Add a () sign beside the Rate and Amount sections.

 

Here's a sample result of how it appears in your PDF:

 

However, please provide additional details if this isn't the case and you mean something else with the return receipts.

 

In addition to this, you can visit these articles for further instructions on how to include additional details or personalize sales transactions:

 

 

Please keep me updated on how these steps turn out, and let me know if you have any other concerns by commenting below. Have a great day ahead!

Pinar Erbil
Level 1

How to change currency sign

thanks a lot Kevin. When I selected another template than Airy New it worked. So I'm all set for now but I don't have the button "Edit Labels/Widths" in the contents page. How do I find this? 

 

Kurt_M
QuickBooks Team

How to change currency sign

We appreciate you joining the thread, Pinar.

 

To see the Edit Labels and Widths option when modifying a customised template for sales forms inside QuickBooks Online (QBO). Please know that you'll have to select a part in the template model inside the Content section. We'll be happy to walk you through the process and provide you with screenshots for visual reference:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, click the Gear icon and select Custom form styles.
  3. Choose your preferred template design, and then head to the Content section.
  4. Click the Activity table section on the greyed-out template model that you see on your screen. After that, it'll show you the contents of the activity table that you can modify.
  5. Select the EDIT LABELS AND WIDTHS.
  6. Beside the Rate and Amount field, add the Euro (€) sign.
  7. Click the Done button once you're ready.

 

For visual reference, see the screenshot attached.

 

 

 

 

 

 

 

If the issue persists, it may have something to do with the data accumulated by your browser. In this case, we recommend performing basic browser troubleshooting, like accessing your company file using an incognito browser and performing the task there. You can use these shortcut keys to access a private browser:

 

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

Once you're in, create or modify a template. If it works and you can access the Edit Labels and Widths, you can proceed to clear your browser's cache. Refer to this article for the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

 

In addition, we've got these handy articles to help you track transactions and other sections of your business, as well as adding more details when generating business reports inside the program:

 

 

Please don't hesitate to visit the Community space or comment below. We've got you covered, and we'll make sure to respond right away. Have a good one.