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Level 1

Unable to create USD Invoice

 
1 Comment
QuickBooks Team

Unable to create USD Invoice

Glad to see you here in the Community, @accounts425.

 

I can help create a USD invoice in QuickBooks Online (QBO).

 

First, we'll have to turn on the multi-currency feature. This way, we can create a customer profile and assign it to USD before creating an invoice or any other sales transactions.

 

Turn on the Multicurrency feature:

  1. Go to the Gear icon.
  2. Under Your Company, select Account and settings.
  3. Click the Advanced tab.
  4. Select the Currency edit pencil icon.
  5. Turn on the Multicurrency button.
  6. Put a checkmark beside I understand I can't undo Multicurrency.
  7. Click Save and then Done.

To create a customer profile:

  1. Go to the Sales menu.
  2. Within the Customers tab, click the New customer at the upper-right corner.
  3. Record all your customer's information by adding them in the fields. 
  4. In the Payment and billing section, click the This customer pays me with a drop-down arrow.
  5. Select USD United States Dollar.
  6. Click the Save button.

Afterward, create an invoice or any other sales transactions. I'll guide you how:

  1. Go to the +New button.
  2. Select Invoice under Customer.
  3. Click the Customer drop-down arrow. Then, select the name of the customer whom you've assigned to USD.

I've also added these handy articles to learn more about the multi-currency feature in QBO:

Don't hold your back to drop a comment below if you have other questions. I'm more than happy to help. Take care!