Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi there, AJR1464. I understand the significance of setting a default action when finishing an entry in QuickBooks Desktop.
While it is more convenient to have that option, the ability to set the default action button is unavailable. It is intentionally designed to provide users with flexibility and control over their workflow. This design allows users to customize their data entry process based on their needs and preferences, though it may require a manual step to select the desired action (e.g. Save and Close, and Save and New).
I'm adding this article to learn more about the different customer transaction workflows: Get started with customer transaction workflows in QuickBooks Desktop.
If you have any further questions or require assistance with optimizing your workflow in QuickBooks Desktop, feel free to reach out. I'm here to support you every step of the way.
So there isn't a way to change the default from "Save and New" to "Save and Close"?
The option to change the default action from Save and New to Save and Close when recording transactions is unavailable in QuickBooks Desktop (QBDT), AJR. I can see how the functionality would be beneficial to your business.
I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program.
Here's how:
Additionally, I've included this article that'll give you a snapshot of your business. This way, you can ensure your record is accurate: Run Reports in QuickBooks Desktop.
Let me know if you have concerns about other QuickBooks features and enhancements. I'll be right here to assist. Stay safe and healthy.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here