Ultimate Guide to Multi-Currency Invoicing

Rose Rocket's multi-currency feature ensures that your cross-border shipments run smoothly.

Table of Contents:

Watch our 3-minute walkthrough video!
Setting Up Multiple Currencies

Quote and Invoice using Multi-currency
Export to QuickBooks Online

If you’re a visual learner, check out our 3-minute video below:

Setting up multiple currencies

  1. To enable multiple currencies, head to the Settings Module.
  2. Select your Default Currency. The Default Currency indicates your main operating currency. Whenever you create a new quote, order or invoice, the currency will default to this one.
  3. Select your Allowed Currencies. You can select multiple currencies to support cross-border shipments.

How to quote and invoice in multiple currencies

After setting up your Rose Rocket account with multiple currencies, you can create quotes, orders, and invoices in the currency of your choice.

When you select a currency for a quote, the software will remember your preference when generating invoices.

The currency label will appear on all generated documents, which you can share with your customers.

 

How to export invoices to Quickbooks Online

For more information on how to set up integration between Rose Rocket and QuickBooks Online and export invoices, click here to learn more.

If you want to export invoices in multiple currencies, you need to enable the multicurrency feature in your QuickBooks Online account. Our friends at QuickBooks have provided a helpful article on how to do this. You can find it by clicking on this link.