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Level 7
December 17, 2018
Question

Can the word pledge be changed?

  • December 17, 2018
  • 39 replies
  • 144 views
No text available

39 replies

Level 5
December 17, 2018

Hey @lindak1119,

 

Welcome to the Community. I'm here to provide insight into changing the word pledge. 

 

Generally, pledges will appear in QuickBooks Online when a user has selected that their organization is a non-profit. If you're needing to change the name of the transaction that's sent to your customer/member, you can customize a template to do this. Here's how:

 

  1. Select the Gear icon and click Custom Form Styles.
  2. If you wish to modify an existing style, select Edit in the Action column. Should you be wishing to create a new template, click New style in the top right-hand corner and choose INVOICE. 
  3. Choose Content in the upper left of the screen.
  4. Click the top box of the preview panel to the left.
  5. Edit the form name to your desired term, such as invoice.
  6. Select Done. 

 

Now, you'll just need to select that template when printing or emailing the transaction and your emailed and the name will change. If this is the default template, your transaction will have the desired name automatically. 

 

I've included a brief video to serve as a visual guide for you:

 

 

For additional insight into customization, such as the different options available, I'm including an article that I recommend: How to Customize Invoices, Estimates, and Sales Receipts.

 

Please let me know if you should have any questions. Best regards and take care. 
 

April 4, 2022

Update in the year of our lord 2022 - The email subject line FORCES you to write in Pledge:

 

April 2, 2024

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.