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Rebuilt
Level 1

Pledge status - can it be updated manually?

The pledge feature is great as long as the transaction all occur in QuickBooks.  Some payments come through a third party and are posted by journal.  Is there a way to match the JV with the pledge so the status is updated to paid?

1 Comment 1
AileneA
Moderator

Pledge status - can it be updated manually?

Hello, Rebuilt. 

 

I'm here to shed some light regarding matching the JE with the pledge transaction to update the status into paid.   

 

Yes, you can match the JE with the pledge transaction. However, you need to receive payment manually to mark the pledge status as paid.  

 

We can go through the following article: Track the status of invoices in QuickBooks Online. We can find steps on how to view the status of a pledge as well as lists of other statuses that we might see on our transactions.

 

Additionally, you can visit the following write-up: Sales and customers. This will provide you links on how to manage your company income as well as resources about other customer-related concerns.

 

I'm only a post away if I can be of additional assistance or need more help with QuickBooks pledges. I'm always here to keep helping. Wishing you a wonderful rest of the week.

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