- Knowledge Base
- HOW TO GUIDES
- CUSTOMERS
HOW TO: SET PREFERRED CURRENCY
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Go to ADMIN>>CURRENCIES
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Create a new currency or update an existing currency. Enter exchange rate
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Multi-Currency needs to be enabled in QB
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There will be a list of inactive currencies in the currency list in QB. Enable the currency you want to use if it is the same name in AdvancePro (EURO=EURO)
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You will need to create Accounts Receivable (AR) account created in QB that uses the same currency as the customer will use.
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Import the new AR account into AdvancePro. QUICKBOOKS>>SETTINGS>>EXPORT TAB>>RE-IMPORT. NOTE: DO NOT RESET DEFAULT ACCOUNTS MUST BE CHECKED
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Do a QB export in order to export the currency to QB or link an updated currency to the existing currency in QB if they have the same name.
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Edit the customer you want to change currency
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Under “Additional Info” tab, set the preferred currency and AR account. Save and exit
Attachments (SET_PREFERRED_CURRENCY.pdf)