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Replying to:
LauraAB
QuickBooks Team

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Hi there SebastienBruggeman,

 

Thanks for joining this thread and letting me know that what I described in my original response above isn't working for you. I've just done some testing in my own account to see if there had perhaps been an update, but I'm seeing that what I described above still stands. While you'll always see the conversion on the transaction creation screen, the customer shouldn't be seeing it on there side.

 

Since you're saying that your client is always seeing the home currency, I'd like to learn more about your situation to see what's going on. Before getting to that, I'd like to verify your customer's set up to make sure that their profile was configured with the currency you want for them. Here's how you can check that.

  1. Hover over Sales in the left menu and choose Customers.
  2. Click the customer name.
  3. Select Edit on their profile.
  4. Click the Payment and billing tab.
  5. Verify the currency listed under This customer pays me with.

If you're seeing your home currency there, that's why your forms to this customer also always show home currency. To make sure the program is using the currency you want for your customers, choosing the desired currency is part of the process for setting up the customer after you've turned on multi-currency in the program. If you created the customer before turning on mutli-currency, it will default to whatever you select as the home currency.

 

At this time, there isn't a way to change the currency on a customer profile. If you're in the situation where your customer is set up with the wrong currency, it means creating a new customer profile for them and ensuring that you select the currency you need when you do. This article has the steps for setting up a new customer if you need it: Manage your customer list

 

Something to keep in mind when you do this is that QuickBooks Online won't let you use exactly the same name on a customer profile more than once. There is a way around this though. What you can do in this instance is make sure the Display name as field on the customer profile is different in some way for each customer setup. For example, you could add (USD) to the end or even punctuation. The program uses this field to keep your transactions organized and ensure that you don't accidentally assign a transaction to one person when you mean someone else.

 

If you have existing transactions for the customer that are under the wrong currency, I recommend deleting those and re-entering them on the new customer profile. While you can simply re-open those transactions and choose your new customer from the transaction's drop down menu, the program will default the exchange rate to 1=1. It's possible to manually edit that number, but that would mean tracking down the exchange rate to enter yourself. This article can help with deleting the transactions: Void or delete transactions in QuickBooks Online

 

I know I've given you a lot to go over, so I'll let it at that for now. Let me know if you have questions about any of that or if what I've mentioned isn't quite what your situation is. In that instance, please outline more details so I can get a sense of what's going on to help you work through this.

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