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What happens to the expense transaction if you hit "Save" instead of "Save and Close"?

 
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Best answer 09-22-2019

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QuickBooks Team

Re: What happens to the expense transaction if you hit "Save" instead of "Save and Close"?

Hi mizcheri0212,

 

When you click Save, it will just save the transaction without closing the Expense window. 

 

If you've hit the Save and close button, but want to go back to edit the expense, I've got this article for the steps: How to enter, edit, or delete expenses.

 

I'm here if you need more help related to expenses in QuickBooks. Thanks.

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3 Comments
QuickBooks Team

Re: What happens to the expense transaction if you hit "Save" instead of "Save and Close"?

Hi mizcheri0212,

 

When you click Save, it will just save the transaction without closing the Expense window. 

 

If you've hit the Save and close button, but want to go back to edit the expense, I've got this article for the steps: How to enter, edit, or delete expenses.

 

I'm here if you need more help related to expenses in QuickBooks. Thanks.

View solution in original post

Level 1

Re: What happens to the expense transaction if you hit "Save" instead of "Save and Close"?

That's the way I entered the transactions - through Save.  I did not use Save and Close because I thought that would close the transaction screen all together (Which it is supposed to do).  But when I ran a report asking for all the transactions for March 1 - March 31, 2016, there were the 2-1/2 months transactions entered by the previous bookkeeper, but not any of my transactions for the balance of March.  The first bookkeeper entered March 1 - March 17.  I began at March 18 to complete the month.

Hmm.  Maybe I used 2019 instead of 2016.  I'll check that out right now.

Thanks for your response.  Appreciate it.

Anonymous
Not applicable

Re: What happens to the expense transaction if you hit "Save" instead of "Save and Close"?

Hello mizcheri0212,

 

You're doing the right thing. Both options command the program to record the transactions. If they're not showing on the report, it's likely possible that the filter date is incorrect.

 

All reports in QuickBooks follows the Sources and Targets concept . The Source is the summary information of the transaction which includes the date, account, name, memo, amount, etc.

 

Let's update the period that corresponds to the date found on each transaction. If you're unsure when it was added, you can open the Audit log to view the record of the expense. View the history by clicking the Gear :gear:icon and selecting Audit log. Use the Filter button to extract the data needed.

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For additional information on using the Audit Log, I recommend this article: Learn about the audit log.

 

It's my priority that your books are correct, so please let me know what you find. Hope you have a fantastic rest of the week!

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