Question

When I send an invoice is it in GBP (£) but when receiving any correspondence it is in $. This needs to be rectified ASAP

Forum|Forum|2 years ago
September 30, 2023
2 replies
7 views

No text available

QuickBooks Online

QuickBooks Team

Thanks for joining the Community space, @userves. I'll be glad to share information about the currency when you send invoices to your customers.

QuickBooks Online can issue Invoices in different foreign currencies. However, when recording payments received/made, we are only able to use the home currency bank account or the bank account with the currency that matches the Invoice.

In your case, it is important to review the setup of your customer. If the currency is set to US, it indicates that the payments you will be receiving from that customer will be in US dollars. It is crucial to ensure that the currency settings for each customer are accurately configured to reflect the currency in which they will be making payments. This will help you manage your invoices and payments more effectively. For more details about managing multi-currency, see this article: Set up and use multicurrency in QuickBooks Online.

When receiving and making payments using different currencies in QBO, you can check out this article: Receiving and making payment for a foreign invoice/ bill with a foreign currency. Please know that this is for SG users but the steps are still applicable to all regions.

On the other hand , I'll be sharing this article that will help you personalise your sales forms in QuickBooks: Customise invoices, estimates, and sales receipts in QuickBooks Online

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about managing sales transactions. I'm just around to help. Take care always.

U

uservesAuthor

Hi. I've only ever set my account up in GBP £. I've never selected any other currencies.

When sending invoices etc it by default set to GBP but when I receive email correspondence it is in dollars

U

uservesAuthor

This is the original invoice in GBP £

This is correspondence in $

R

Rasa-LilaM

QuickBooks Team

Thank you for providing more details about the issue, particularly the screenshot, userves. I'm here to help and guide you to the right channel that can address your invoice concerns on time.

When the currency set on your customer's profile is set to USD, the transactions will show in dollars. Since you didn't select other currencies, I recommend contacting our QuickBooks Online (QBO) Care Team. One of our specialists will perform a screen-sharing session and review your invoices from there.

Also, they'll guide you through the process of implementing the permanent resolution. Follow these steps to obtain the contact information:

Sign in to your QuickBooks account.
Select the Help (?) icon.
Scroll down to select the Contact Us button and follow the prompts.
You will be able to request a callback or start a live chat with an expert.

Let me share this link that discusses in detail the support hours and types: QuickBooks Online Support.

You can browse through these resources for more information about the Multicurrency feature:

Feel free to bookmark this link in your browser for future use. It covers topics about managing your company's income and other sales-related activities: Self-help guide (customer).

Don't hesitate to drop a comment below and tag my name if you have additional concerns about invoices and other customer transactions. I'll get back to assist you further.

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uservesAuthor

Hi,

Thanks for this. I've checked and the customer has also been set up in GBP. Surely there must be a easy and simple solution to this.

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