Hello, AmaraStaffAccountant. 

As of this moment, we're unable to get updates about feedback in Pledge. I encourage you to submit feedback. These requests and suggestions are forwarded directly to our Product Development Team for consideration in future updates. 

 To send feedback, you can follow these steps:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks. 

In case you want to learn how to personalize and add specific info to your sales forms, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

Ping me a reply if you have any further clarification about managing your invoices or sales transactions. I'll always be ready to assist you. Stay healthy.

Thank you for your response. I changed the Company Type from "Non-Profit" to "Not sure/Other/None". I do not like this solution but it was the only way to do it. Do you know if this will negatively will impact our QBO payroll tax filings? There are certain PR taxes non-profits with less than 4 employees are exempt from.

Good day, ozdavis. 

I'm here to clarify and give more details about the transaction type in QuickBooks Online(QBO).

A pledge is used when setting a company into a non-profit organization. It has the same function as an invoice.

You can change the name of your invoice template to pledge. You don't need to change the tax filing type. Then, You can follow the steps provided by my colleague above on how to change it.

If you want to add specific information to your sales forms, you can use this article for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online. It also includes steps to personalize your email message and how to set a default custom template.

I've added this article to make sure your account uses terms, reports, and forms intended for a nonprofit organization, you can refer to this article to guide you in the configuration process: Configure an account for a nonprofit organization. 

We're open 24/7, so please don't hesitate to post a comment if you have further concerns or questions about transaction type. Have a good one.

Thank you very much. I want to refer back to a response Jimbough gave to this guidance. Even if I change the custom form, the statements say "Pledge" and the transaction type when you go to "New+" says Pledge. 

Changing the custom invoice settings only changed what was written on the invoice.

How can the transaction type be changed from Pledge to Sales under a non-profit company type and how can statements be updated to say Invoice instead of Pledge? 

Also, the email headers are still saying Pledge and the customized settings did not allow me to change it to invoice. The error pop up said the subject line of the email had to have the word "Pledge" in it.

Your suggestion to provide feedback is no longer valid. The Feedback feature has been turned off and users are directed here. You all should try to communicate more.

Just to add my howl to the others: our nonprofit sells books and doesn't accept pledges, so this shoehorning of our organization into some Product Management "expert's" narrow concept of what a nonprofit is really, really sucks.

You've removed something useful and given us something useless in its place--and provided no means to change it, even though it should be a trivial programming matter. Grrr. 

It's 2023....has this been fixed yet?  Why does our list of INVOICES appear as a list of "PLEDGES????"

COME ON...PLEASE FIX THIS - NOT EVERY INVOICE REFERS TO A PLEDGE AND SOME NON-PROFITS NEVER HAVE ANY PLEDGES AT ALL!  

It's now 2024. How is work on this issue - first raised 4 years ago - going?

This is ridiculous.  I just moved my nonprofit to QuickBooks Online and can't believe we can't get around the word Pledge appearing on invoice subject lines.

Hey everyone - I think I found a way around this.  I changed my company type to not a non-profit.  Created a new form - Invoice.  Changed the email subject line.  Made it my default.  And then changed the company type back to non-profit.  

I'm really not sure if you listen to the feedback. It has been 4 years.

Just wanted to chime in as well that this is very disappointing that a leading bookkeeping software would have such a poor understanding of an industry and then not allow the flexibility for customization.  Other nonprofits interested in making the switch to Quickbooks Online should consider this lack of flexibility before making the switch.  You will no longer be able to craft your books how you want to.  

We bit the bullet and switched over to QBO as desktop is being discontinued next month!  Pledge is confusing.  Even in the Nonprofit flavor of QB Desktop it was Invoices. 

So let me get this right, we are forced to switch to QBO and now we are forced to call our invoices pledges?  Ridiculous!  Pledges are when a donor promises a donation.  We are looking to invoice for professional services or goods sold.  Someone set it this way so someone can change it.  We should be able to change it for ease of use.  

I also don't like that Sales Orders are now called Estimates, but the terminology is at least understandable.  I also didn't appreciate that my Sales Orders in desktop didn't transfer over to Estimates in QBO.  I am finding myself having to go back to desktop and figure out how much was not invoiced in the Sales Order and then create an Estimate in QBO for the remaining amount.  I hope I can even open desktop after May 31st or we are going to have a real problem.  Talk about a PITA!  

I'll add my request to this queue...not all non-profits use "pledge".  I'm working with a Home Owners Association that bills for annual maintenance fees.  Pledge sounds optional; the dues are not optional.  Please make the field label customizable as you did for "Customer" (we chose "Member" instead). 

It has been a couple of years since I've seen any information from an Admin about this request...can we get some info please?