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How do I change my default account currency?

Since we know our customers can be anywhere around the world, ZipBooks gives you the chance to do business in almost any currency that you’d like.

Here’s how to specify or change the currency type on your account:

  1. Log in to ZipBooks, and click on the More tab at the top of your screen.
  2. Click on Preferences  under the purple Account heading.
  3. In the box called General Preferences, Account Currency is the second field. Click on the dropdown menu and choose the currency you’ll be using to keep track of your transactions. 
  4. Click the purple Save button.

And that’s it!

You can also specify a currency for each invoice. When you’re creating the invoice, simply click on the dollar sign toward the top of your invoice, and choose the currency. Just remember that your reports will be in the account currency that you’ve chosen.

Here’s how to see reports for your transactions in other currencies:

  1. Log in to ZipBooks and click on the More tab at the top of your screen.
  2. Click on Preferences under the Account heading.
  3. Click in the Account Currency field to see a dropdown list. Choose the currency type you would like your reports to reflect.
  4. Click the purple Save button. 

Now when you create reports, all of the transactions, including invoices, made in that currency will appear. Repeat these steps to create and save reports for any currency that you need to see.

If you want all of your invoices, regardless of currency, to appear on one report, you’ll need to change the amounts on your invoice back to your default currency after sending them to your customers.

For example:

Let’s say your default currency is U.S. dollars, but you have customers in Brazil and Mexico that prefer to be billed in Brazilian Reals and Mexican Pesos. Create their invoices in those respective currencies, and send them to your customers. After you receive payments, find those invoices, and, after calculating what those amounts would be in U.S. dollars, change the invoice to USD, and put in the appropriate amounts. Those invoices will then appear on your reports.

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