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Join nowHello there, @ggevans47.
You can change the form's name in the Custom Form Styles section. Let me guide you how.
For more insights, you can check this article: How to customize invoices, estimates, and sales receipts.
If I can be of help while customizing a template in QuickBooks, please let me know. I'll be here to help. Have a good one!
Though you can create reports for managements purposes, QuickBooks won't create proper donor statements with the required text - ready to mail or email. Instead, use the BRC Donor Statements - QB Online , which will read your QB data and create the statements without any additional data entry.
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