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Change donors to customers

Hi, we are a registered charity.  Can someone please explain if there is a difference between donors and customers?  All I'm wanting to do is create invoices for hirers of our Community Centre.

Solved
Best answer 05-07-2018

Accepted Solutions
Moderator

Re: Change donors to customers

It's good to see you, XMoorCommunity.

 

In QuickBooks Online, donors and customers/clients are the same. Non-profit organisations often use slightly different terms when running a business, acquiring new money-in, paying vendors, and viewing reports. Their customers are called donors. Also, invoices are called pledges.

 

You can process invoices through the Create menu (+) and select Invoices (Pledges). Then, enter the customer's (donor's) name and other needed information.

 

Feel free to let us know if you need anything else.

 

7 REPLIES 7
Moderator

Re: Change donors to customers

It's good to see you, XMoorCommunity.

 

In QuickBooks Online, donors and customers/clients are the same. Non-profit organisations often use slightly different terms when running a business, acquiring new money-in, paying vendors, and viewing reports. Their customers are called donors. Also, invoices are called pledges.

 

You can process invoices through the Create menu (+) and select Invoices (Pledges). Then, enter the customer's (donor's) name and other needed information.

 

Feel free to let us know if you need anything else.

 

Not applicable

Re: Change donors to customers

In the UK, customers and donors are two very different categories even with charities. 

Donors are people who give money, customers are people who buy the goods/services offered by the charity. So it's very confusing to have to use the 'Donors' category in QB for 'Customers'! Is there no way of changing the category 'Donor' to 'Customer'?

Moderator

Re: Change donors to customers

Thanks for joining the thread, Milfinch.

 

I appreciate the additional information about donors and customers. Currently, the option to change the customer label is only available in United States region. I'd recommend sending feedback to our Product Development Team to add this to other regions. They always take your suggestions into consideration when updating the product. You can click the Gear icon () and select Feedback.

 

As a workaround, we can use class or location categories to keep track of the donations and sales/income. You can use this article for your reference: Turn On Class Tracking or Location Tracking In Settings.

 

Please don’t hesitate to reach out to us again if you have other questions. We’ll be here to support you.

Not applicable

Re: Change donors to customers

How would one change it if they were US customers?

Moderator

Re: Change donors to customers

Hello svill907,

 

For US QuickBooks Online users, here's how you can change the customer label:

  1. Click the Gear icon in the upper-right corner and select Account and Settings.
  2. Select the Advanced tab and go to the Other preferences section.
  3. Edit the Customer label field.
  4. Click Save and Done.

Feel free to leave your replies if you need anything else. I'll around.

Not applicable

Re: Change donors to customers

I work for a nonprofit where we have donors and customers. What my question is, when I click on Donations (Sales Receipts in the Non-Profit menu) it will bring up the pledge A/R account and the form for a pledge. But when I close that and then open Sales Receipts under the Customer menu, it doesn't change to the correct A/R & form. This also happens with payments. Why have two different menus if they don't mean anything?

QuickBooks Team

Re: Change donors to customers

Hey Jboyer,

 

Thanks for your message - You can click on "customise" at the bottom of the sales force, and select the correct form - I'm not sure why isn't not selecting the correct one immediately - have you got one set as a master or a default? Is it the default that's loading up every time?

Thanks,