I want to change the existing currency assigned to a customer from SGD to USD. How do i do that? Its not giving me an option to change it?

I want to change SGD currency assigned to an existing customer to USD. how do i do that?


Thank you for posting here in the Community, nikhil.joshi.

Let me share some information about setting up currency for a customer.

There's no feature to edit the existing currency assigned to a customer. As a workaround, you'll have to create a new customer with a different profile and select USD as the currency when you set up the account.

Before creating a new customer, make sure to let your multi-currency feature turned-on.

Here’s how:

  1. Go to the Gear Icon.
  2. Select Account and Settings.
  3. Choose Advanced.
  4. Under the section for Currency, turn On Multi-currency.
  5. Click Manage currencies to add different currency in the system. 

When creating a customer, go to Payment and billing section in the Customer information to select the currency. I've added a screenshot below for your reference. 

You can check this article for more information: How to assign a foreign currency or multi-currency to a customer.

That should update the customer’s currency. If you have any other questions or would like me to clarify anything else in setting up a currency, let me know by leaving a comment below. I'm always glad to help in any way I can.​ Enjoy the rest of the week. 

Was this answer helpful? Yes No
IntuitMaryJoy , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.