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Experienced Member

In Quickbooks Online, when I'm printing a statement with all of a person's transactions for the year, how can I change the word Invoice to Offering (we're a church)?

Each transaction line item in the Statement says "Invoice", I'd like to change it to read "Offering". Thanks!
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Best answer 03-31-2019

Accepted Solutions
QuickBooks Team

Re: In Quickbooks Online, when I'm printing a statement with all of a person's transactions for t...

This would be a good idea for sending statements to Church donors, TriCityAMEChurch.

 

While this isn't a feature in QuickBooks at the moment, I'd suggest you download a PDF editor. Then, change the name of the first invoice to Offerings, and copy and paste it to the remaining transactions.

 

You can always reach out to us here if you have other questions.

 

Have a great day!

3 Comments
QuickBooks Team

Re: In Quickbooks Online, when I'm printing a statement with all of a person's transactions for t...

This would be a good idea for sending statements to Church donors, TriCityAMEChurch.

 

While this isn't a feature in QuickBooks at the moment, I'd suggest you download a PDF editor. Then, change the name of the first invoice to Offerings, and copy and paste it to the remaining transactions.

 

You can always reach out to us here if you have other questions.

 

Have a great day!

Experienced Member

Re: In Quickbooks Online, when I'm printing a statement with all of a person's transactions for t...

Hi Jess,

That would be a fantastic feature to add, thanks. I'd recommend allowing users to create default transaction label names -- a drop list for transaction labels, with entries like Quickbooks has for other items, would be very useful:

- Invoice (for businesses)

- Offering (for churches)

- Donation (for non-profits and charities)

 

That way Quickbooks could serve all audiences easily.

BRC
Established Community Backer ***

Re: In Quickbooks Online, when I'm printing a statement with all of a person's transactions for the year, how can I change the word Invoice to Offering (we're a church)?

It seems like you're attempting to create donor statements.  QB won't really do that.  Instead, use our BRC Donor Statements - QB Online  app, which will create proper statements from your QB data.