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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

 
4 Comments 4
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.PNGqq.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!

atcni-admin
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


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.

 

saradovi
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

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.

CamelleT
QuickBooks Team

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

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:

 

  1. Click the Gear icon and choose Custom Form Styles.
  2. Select New style in the upper right corner and hit Invoice.
  3. Tap the Content tab in the upper left corner, then click the top section of the preview page
  4. Under Form names, type "Invoice" in the box provided. Then, tap Done.


invoice form.PNG

Should you need assistance customizing your invoice forms, comment below, and I'll get back to you, saradovi.

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