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How do I view reports for transactions in multiple currencies?

ZipBooks lets you specify any currency you’d like to use for your invoices and other transactions. Then you can run reports based on each currency to see how you’re doing.

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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