Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
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:
Here are the sample screenshots:
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!
To the QB Developers: This is an impractical workaround. There is a drop-down list of types under settings>account and settings>sales . It acknowledges the fact that nonprofits have "sales". The list includes estimate, pledge, etc. shown in the attached screenshot. If QB developers can't use the word Invoice because it is used as exclusively in the for-profit versions of QB, create a type non-profits can use for things that are not pledges. Most non-profits don's even use the term Pledge anymore. Create NP-Invoice if you have to. This is not an unreasonable request. Add another type that is an alias if need be. Our invoices right now, all read pledge as type. We can't create another Accounts Receivable Account for invoiced revenue. We are stuck with "pledge". Switching between for-profit and nonprofit is not a valid workaround. It's a complete disregard for the needs of a segment of your customer base. It may be time nonprofit customers bring the issue to the public forums that compare accounting solutions.
I agree that the solution provided is a poor workaround. The Homeowners Association is using QB for financials which includes billing the owners for the annual maintenance fees. It is not a "pledge" - that seems optional and the annual fees are not optional. Please provide a workaround similar to the ability to change "Customer" label to "Member" in the Advanced Settings.
Let me provide information about pledges and invoices in QuickBooks Online (QBO), saradovi.
When you set your company to non-profit, it will automatically make your invoice to pledge.
A workaround is creating an invoice template and naming it "Invoice". Here's how:
Should you need assistance customizing your invoice forms, comment below, and I'll get back to you, saradovi.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here