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info-femstembaha
Level 1

Can i change customer to donor?

I own a non-profit I want to change the description from customer to donor. How can that be done?
1 Comment 1
Mich_S
QuickBooks Team

Can i change customer to donor?

Yes, @info-femstembaha. I can walk you through changing the description from customer to donor.

 

You can change the customer label to donor by navigating to the Account and Settings page. I'll show you how:

 

  1. Login to your QuickBooks Online company.
  2. Click on the Gear icon.
  3. Under Your Company select Account and Settings.
  4. Go to the Advanced tab.
  5. Scroll down to Other preferences.
  6. Select Donor from the Customer label drop-down.
  7. Once done, click on Save, then Done.

 

That should do it! Please note that terminologies in some areas of QuickBooks Online won't change until you sign in again.

 

Once you're good on your end, feel free to browse this guide to bring in clients or vendors in QBO: Import customers or suppliers from email contacts to QuickBooks Online.

 

I'll be around if you have other queries about handling customers or QuickBooks in particular. Have an awesome weekend!