Good to see you here, ewyorktutor.
I'd be glad to help you manage your transactions in QuickBooks Online (QBO).
You can create a service item to be used on the services by going to the Gear icon. This way, the item will be selected upon creating the invoices in QuickBooks Online.
Here's how:
- Go to the + New button.
- Select Pledge.
- Fill in all the necessary details.
- Click Save and close or Save and send.
- Click the Gear icon located in the upper right-hand corner.
- Under List, click Products and Services.
- Press the New button, and select the Type.
- Enter the information.
- Tick on Save and Close.
To give you more tips in adding item in QBO, please see this reference: Add product and service items to QuickBooks Online.
Additionally, please refer to this article on how to create an invoice in QuickBooks Online: How to Create an Invoice in QuickBooks.
Visit again if you have additional questions about handling or managing pledges in QuickBooks. Have a good one!
