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ilda
July 2, 2020
Question

How do I change "create pledge" in my member list to "create invoice or create dues". I want to remove the word pledge

  • July 2, 2020
  • 4 replies
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Original commenter did not share additional details

4 replies

SarahannC
July 2, 2020

How are things, ilda?

 

Let me share some information on how to change the word Pledge to Invoice in QuickBooks Online. 

 

The word Pledge will show if we’re using the nonprofit organization as a company type of our book. Within the Account and Settings, we’ll have to change your company type from a nonprofit organization to another business organization or tax form. 

 

Let’s follow the steps below to make this thing possible:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. In the Company tab, click the Edit icon for the Company type.
  4. Click the Tax form drop-down arrow and select any business organization except Nonprofit organization.
  5. Hit Save. 
  6. Then, Done.

 

Here are the sample screenshots:

 

Once done, let's go back to the member lists area to double-check if its showing Invoice now and not Pledge. In case some parts won't change terminologies, logout and then log back in to refresh QuickBooks. To learn more how to change your settings, kindly refer to this article: Edit company settings in QuickBooks Online. 

 

Drop me a line if there's anything I can do for you. Otherwise, you can enjoy the rest of your day. Have a good one!

atcni-admin
June 9, 2022
To the QB Developers: This is an impractical workaround. There is a drop-down list of types under settings>account and settings>sales . It acknowledges the fact that nonprofits have "sales". The list includes estimate, pledge, etc. shown in the attached screenshot. If  QB developers can't use the word Invoice because it is used as exclusively in the for-profit versions of QB, create a type non-profits can use for things that are not pledges. Most non-profits don's even use the term Pledge anymore. Create NP-Invoice if you have to. This is not an unreasonable request. Add another type that is an alias if need be. Our invoices right now, all read pledge as type. We can't create another Accounts Receivable Account for invoiced revenue. We are stuck with "pledge". Switching between for-profit and nonprofit is not a valid workaround. It's a complete disregard for the needs of a segment of your customer base. It may be time nonprofit customers bring the issue to the public forums that compare accounting solutions.

 

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