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tboyers1
New Member

QBO has now changed all my customer accounts to pledge accounts. We are a non profit school and we invoice our families for tuition now QBO calling them pledges??

 
1 Comment 1
JayneusR
QuickBooks Team

QBO has now changed all my customer accounts to pledge accounts. We are a non profit school and we invoice our families for tuition now QBO calling them pledges??

Hello there, tboyers1.

 

QuickBooks Online (QBO) customizes certain features based on your organization's setup. Since your organization is a nonprofit, QBO treats customers as donors and automatically categorizes invoices as pledges, in accordance with nonprofit accounting standards.

 

Since you are a school billing for tuition, which is a service, you need to switch the form label back to Invoice. The direct way to do it is to edit the Custom Form Style that QBO is currently using as the default for Invoices.

 

Here's how:

 

  1. Go to the Gear icon and select Custom Form Styles.
  2. Click New style in the top right-hand corner and choose INVOICE
  3. Go to the Content tab in the upper-left of the screen, then click the top box of the preview panel to the left.
  4. Proceed to the Form names section and type in Invoice in the Invoice field.
  5. Select Done

 

Need additional help? You can connect with our QuickBooks Live Expert Assisted team for one-on-one support. They'll guide you through your setup and ensure everything is customized to meet your school's needs.

 

If you have any further questions, please use the Reply button below. We are always here to assist you.

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