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Replying to:
Clark_B
QuickBooks Team

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Hi there, @traxsysadmin.

 

Allow me to chime in and provide information about using pledges or invoices as a non-profit company in QuickBooks Online (QBO).

 

To begin with, If your company is a non-profit organization, QuickBooks will automatically use the word pledge instead of invoice. To change your form name from pledge to invoice. Follow the steps given by my colleague, Rea_M. However, If you want to change your pledge to invoice. You can update your Company type in the Account and Settings page. This way, QuickBooks will automatically change your sales form name from pledge to an invoice.

 

In addition, when you create a statement for your customer, you'll see that the documents will say invoice instead of pledge. To learn more about personalizing your company, refer to this article: Edit company settings in QuickBooks Online.

 

I'll also add this article to help you receive and record invoice payments: Record invoice payments in QBO.

 

Let me know if you have additional concerns about pledges, invoices, or other QBO-related concerns. I'll be here to further assist you.

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