To turn on Multi-Currency in QuickBooks Online, first click the setting icon in the top right

• • Then click Account and settings

• • Then click on the 'Advanced' settings 

• • You will see 'Currency' a little more than halfway down the page.
  • Then we will need to click the pencil on the right to edit.

• • From here you will be able to set your home currency as well as enable Multicurrency.
  • Once you turn on Multicurrency in QuickBooks Online, you will not be able to turn it off, or change your home currency. 

• • Once Multicurrency is enabled you can click on 'Manage Currencies'

• • You will be able to see what currencies are allowed in this section, you can also add additional currencies by clicking the green "Add currency" button in the top right.

To add a account that uses a foreign currency, first click the 'settings' icon

• • Then 'Chart of accounts'

• • Once your Chart of accounts is open click the green 'New' button in the upper right. 

• • Enter the account name and type and make sure the currency is reflected correctly for the account, and then click save. 

In order for the currency to be set for a customer in QuickBooks Online it will need to be a new contact.

• • When you are adding a customer from the dashboard click the 'New' icon in the top left. 

• • Then click 'Add customer'

• • When the customer field populates on the right of the screen you will see a option at the top for Currency. 

• • Please keep in mind that once the customer has transactions linked to it you cannot change the currency for the customer. 
  • To see the currency selection when you click on 'Customer & leads' from the left menu

• • From here one of the middle columns will be labeled currency and you will be able to see how it is set for the customer. 

• • You can also create customers directly in Recur360, but it would set the customers currency as the default/home currency.
  • You could edit the currency on the customer after it syncs to QuickBooks Online as long as no transactions have posted.

By default the Pay Online link uses the processor setup in Email Settings (under the gear icon in the top right of the screen).

• • You can override that setting at a customer level; or by using our "Customer Type Email Templates".
  • To override a Customer level you will have to update any customers who will use the secondary merchant account for their processing.
  • To update that go to the Customer and click Edit Customer.
  • In the Additional Recur360 Settings at the bottom configure which processor this customer will use in their Pay Online link by selecting the Card Payment Processor and ACH Payment Processor.
  • You can also set the Default Processor to be used when payment information is entered through Recur360 users.

In the customer click the 'Edit Customer' in the upper right.

• • Under the 'Additional Recur360 Settings' on the bottom left make sure to select the default processor for the customer 

• • Then click 'Save and Sync' 

When adding a new payment method through Recur360 for a customer you will need to specify which merchant account you want that payment method to process through.

Please remember Recur360 will not reflect the currency on the invoice or payment.

• • When you create a new invoice in Recur360 and sync it to QuickBooks Online, it will show the foreign currency as well as your home currency in QuickBooks.