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November 22, 2019
Question

How can I change donors to customers? When I set up the company, by error I choose NGO, so the left menu only says donors, not customers. I need "customers" for invoices.

  • November 22, 2019
  • 1 reply
  • 5 views
No text available

1 reply

MikiD
November 22, 2019

Let’s change your company type and industry to the correct option first, director9.


You can do this by navigating your Account and Settings. Here's how:

  1. Click the Gear icon at the top. 
  2. Select Account and Settings under Your Company. 
  3. Go to Company from the left menu. 
  4. Click the Pencil icon in the Company type section. 
  5. Select the right information for Tax form and Industry. 
  6. Click Save then go to Advanced menu from the left 
  7. Click the Pencil icon in the Other Preferences section. 
  8. Change the Customer label to your desired one. 
  9. Click Save and Done.                                                                                                                                                                                                                                                                                                                 

                                                 

We'll be happy to help you again if you have other concerns.                                                                           

 

director9Author
November 23, 2019

The problem is that the version I am using (Quickbooks Online Global) in Costa Rica does not have the same options in Settings : Advanced : Other Preferences.  I'm having a problem inserting a screenshot, but the only options in "Other Preferences" is

  • Date Format
  • Number Format
  • Warn if duplicate cheque number is used
  • Warn if duplicate bill number is used
  • Sign me out if inactive for XX hours.

I tried calling the US 800 number to see if they could reset the donor setting.  They didn't know and suggested I write here.

Level 9
November 23, 2019

Thanks for the additional information, director9.

 

In Quickbooks Online, donors and customers/clients are the same. Currently, the option to change the customer label is only available in United States region.

 

I'll personally let our Product Development Team know about this feedback so they'll add this to other regions. They always take your suggestions into consideration when updating the product.

 

Also, it's is just the label when you create an invoice that indicates as Donor. However, they work as regular customers. 

 

Keep me posted if there's anything else that I can help you with.