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)?

TriCityAMEChurch · ‎March 30, 2019

Each transaction line item in the Statement says "Invoice", I'd like to change it to read "Offering". Thanks!

JessT · ‎March 31, 2019

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!

View solution in original post

JessT · ‎March 31, 2019

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!

TriCityAMEChurch · ‎March 31, 2019

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.

Anonymous · ‎July 06, 2019

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.

Topics

Training

Community

Resources

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)?