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 QB

  4. 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)

  5. You will need to create Accounts Receivable (AR) account created in QB 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 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.


  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)