Go to Setup → Preferences, General tab, pick the currency in Base Currency and Save. You can only do this before anything is recorded — once the company has a sale, purchase, receipt, journal, opening balance or stock, the currency is locked.
Steps
- Go to Setup → Preferences and open the General tab.
- In Base Currency, type part of the name or code (for example euro or KES) and pick it.
- Press Save. The currency symbol and name fill in by themselves.
Good to know
- Importing customers, suppliers or items with balances or stock counts as recording something — fix the currency first.
- To deal with a supplier or customer in another currency, keep your base currency and add the other one under Setup → Currencies.
- If it is already locked and you are still trying things out, start a new company with the right currency.
The full guide
Change your base currencyYour base currency is the currency every amount, invoice and report is kept in. You pick it when you create your workspace. If you picked the wrong one, you can change it here — as long as you have…