Nice to have you in the Community space, @bspreeman.
When you run a nonprofit, you can configure your QuickBooks Online account to better fit your organization's needs. By making a few small changes, you can make sure your account uses terms, reports, and forms used in nonprofit organizations. Within your account, invoices are listed as "pledges". We can switch the terminology easily. Here's how:
- To begin, click the Gear Icon, and then select Custom Form Styles. From here, you can manage and edit templates for Invoices, Estimates, and Sales Receipts.
- Click on the Content Tab. This is also where you modify data fields.
- In the Form section, you can customize the form name you would like to have displayed on your invoice.
- Make sure to click Done to save your changes.
Please reach out if you have additional questions on invoicing within QuickBooks Online, or anything else. Have a wonderful week!
