Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
lindak1119
Level 7
December 17, 2018
Question

Can the word pledge be changed?

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

    39 replies

    David-212915
    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. 
     

      AmaraStaffAccountant
      April 4, 2022

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

       

        Hardcoal
        April 12, 2024

        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.  


        We bit the bullet and switched over to QBO as desktop is being discontinued next month!  Pledge is confusing.  Even in the Nonprofit flavor of QB Desktop it was Invoices. 

         

        So let me get this right, we are forced to switch to QBO and now we are forced to call our invoices pledges?  Ridiculous!  Pledges are when a donor promises a donation.  We are looking to invoice for professional services or goods sold.  Someone set it this way so someone can change it.  We should be able to change it for ease of use.  

         

        I also don't like that Sales Orders are now called Estimates, but the terminology is at least understandable.  I also didn't appreciate that my Sales Orders in desktop didn't transfer over to Estimates in QBO.  I am finding myself having to go back to desktop and figure out how much was not invoiced in the Sales Order and then create an Estimate in QBO for the remaining amount.  I hope I can even open desktop after May 31st or we are going to have a real problem.  Talk about a PITA!  

        Need QuickBooks guidance?
        Log in to access expert advice and community support instantly.
        Terms & ConditionsAccessibility statement