Customer Account Currency Configuration
The default currency for each Customer Account can be set using the instructions below. Each time a quote or sales order is created for this account, the currency will reflect the selection made here.
Note: The default currency set for the Account must also match the default currency set for the Default Pricebook on the account.
Navigate to Accounts from the left menu panel.
- Click on the Account Name to view the currency configuration.
- Click the "Edit" button to make changes to the account.
![currency-account-1_opt.jpg 977](https://files.readme.io/c1b4cf8-currency-account-1_opt.jpg)
- Select the Default Currency for the Account from the drop-down list.
- Click Save to update.
![currency-account-2_opt.jpg 975](https://files.readme.io/c37f8f8-currency-account-2_opt.jpg)
Default PriceBook Currency Configuration for Accounts
If a different currency has been selected for the customer's Default PriceBook than the Customer's Account, the following error will display when creating Sales Orders.
- The default currency will then need to be changed so that the Account and Default PriceBook currencies match.
- The Default PriceBook is displayed on the order as shown below so the user knows whether to change the Account or PriceBook.
- Instructions for updating the currency for PriceBooks can be found here.
![currency-account-3_opt.jpg 974](https://files.readme.io/4ff051b-currency-account-3_opt.jpg)
Updated 5 months ago