CUSTOMERS
      Back to home
      1. Knowledge Base
      2. HOW TO GUIDES
      3. CUSTOMERS

      HOW TO: SET PREFERRED CURRENCY

      1. Go to ADMIN>>CURRENCIES

      2. Create a new currency or update an existing currency. Enter exchange rate


      3. Multi-currency needs to be enabled in QuickBooks

      4. There will be a list of inactive currencies in the currency list in QuickBooks. Enable the currency you want to use if it is the same name in AdvancePro (EURO=EURO)

      5. You will need to create Accounts Receivable (AR) account created in QuickBooks that uses the same currency as the customer will use.

      6. Import the new AR account into AdvancePro. QUICKBOOKS>>SETTINGS>>EXPORT TAB>>RE-IMPORT. NOTE: DO NOT RESET DEFAULT ACCOUNTS MUST BE CHECKED


      7. Do a QuickBooks export in order to export the currency to QuickBooks or link an updated currency to the existing currency in QuickBooks if they have the same name.


      8. Edit the customer you want to change currency

      9. Under “Additional Info” tab, set the preferred currency and AR account. Save and exit

        Attachments (SET_PREFERRED_CURRENCY.pdf)