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ilda
Level 1

How do I change "create pledge" in my member list to "create invoice or create dues". I want to remove the word pledge

 
1 Comment 1
SarahannC
Moderator

How do I change "create pledge" in my member list to "create invoice or create dues". I want to remove the word pledge

How are things, ilda?

 

Let me share some information on how to change the word Pledge to Invoice in QuickBooks Online. 

 

The word Pledge will show if we’re using the nonprofit organization as a company type of our book. Within the Account and Settings, we’ll have to change your company type from a nonprofit organization to another business organization or tax form. 

 

Let’s follow the steps below to make this thing possible:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. In the Company tab, click the Edit icon for the Company type.
  4. Click the Tax form drop-down arrow and select any business organization except Nonprofit organization.
  5. Hit Save
  6. Then, Done.

 

Here are the sample screenshots:

q.PNG qq.PNG

 

Once done, let's go back to the member lists area to double-check if its showing Invoice now and not Pledge. In case some parts won't change terminologies, logout and then log back in to refresh QuickBooks. To learn more how to change your settings, kindly refer to this article: Edit company settings in QuickBooks Online

 

Drop me a line if there's anything I can do for you. Otherwise, you can enjoy the rest of your day. Have a good one!

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