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kgavinanderson
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

 
17 Comments 17
JamesDuanT
Moderator

How can I change the default 'Save and Send' button to 'Save and Close'?

Hello Gavin,

 

Here's how you can change the default Save option when creating a transaction:

  1. Click the Create menu and select the transaction type.
  2. Enter the transaction details.
  3. Click the drop-down menu next to the Save and send button.
  4. Select Save and close.

The next time you create the transaction, the Save and close will be the default option when saving it.

 

Let me know if you need anything else.

 

LazarusLuke
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

WHAT Create Menu?

MaryLandT
Moderator

How can I change the default 'Save and Send' button to 'Save and Close'?

Hi there, @LazarusLuke,

 

I can see a similar post about your concern for today.

 

The Create menu and Plus button have the same function in QuickBooks Online. Please see the duplicate post through this link for your guidance:https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-since-the-latest-update-....

 

Should you need anything else, please let me know. I'd be glad to help you out.

LD1963
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

What if the next time I go in to "invoice" or "sales receipt" it doesn't keep at the last used "save and close" - its driving me crazy - seems to have all of the sudden changed.  ??

oceanbeachesglass
Level 4

How can I change the default 'Save and Send' button to 'Save and Close'?

It's suddenly changed for me, too.  I almost always use Save & Close, but now it doesn't even appear for things like Invoices and Invoice Payments.

Rasa-LilaM
QuickBooks Team

How can I change the default 'Save and Send' button to 'Save and Close'?

Thanks for following this thread, @LD1963, and @oceanbeachesglass.


I know how convenient it is for your business to keep the Save and close option when creating sales transactions. This feature can save time since you won’t have to toggle the menu.


I suggest sending feedback about this feature directly to our engineers for inclusion in future updates. Ideas like this will help us improve the level of service we provide to our customers.


Here’s how to submit:

 

  1. Press the Gear icon in the upper right and choose Feedback under Profile.
  2. This will open a window where you can enter your product suggestions.
  3. From there, input how you want to the program works.
  4. Click Next to submit it.

 

For future reference, you can browse through the links below. These resources contain topics that will guide you on how to handle invoices, payment, and other customer-related activities.

 

 

Drop a comment below if you still have concerns about managing invoices and other sales transactions. I’m more than happy to answer them for you. Have a good one.

Charles1515
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

When they can't figure it out, they default to a 'send feedback" option. Pathetic...

lrubiocornett
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

Same here...why?  It's a pain because typically receiving payments is a batch deposit not individual...so each and every time I have to choose save and new whereas before it was the default.


@oceanbeachesglass wrote:

It's suddenly changed for me, too.  I almost always use Save & Close, but now it doesn't even appear for things like Invoices and Invoice Payments.


 

lrubiocornett
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

There is no "create" menu.

Jen_D
Moderator

How can I change the default 'Save and Send' button to 'Save and Close'?

Thanks for joining this discussion, @lrubiocornett.

 

I can share some details on where to find the create icon in your QBO account.

 

The create icon is indicated by the + New button at the top of the left toolbar. The icon you click to create transactions in QuickBooks. See this:

 

If you don't see the toolbar to find the create menu, click on the Hamburger icon on the Dashboard to pin it. See this:

 

If it doesn't work, try opening your account on a supported browser or try using a private window. 

 

Try this keyboard shortcuts:

 

Google Chrome: press Ctrl Shift N  
Mozilla Firefox: press Ctrl Shift P
Internet Explorer: press Ctrl Shift P
Safari: press Command Shift N

 

If it works, clear the browser's cache to remove the log files and start with a clean slate.

 

Visit us again if you have other concerns with the preferences in QuickBooks. Have a productive week! Take care.

lrubiocornett
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

There is not a create button under the + symbol.  The 3 lines (you called hamburger) also does not show any way to do this.  I am using the Chrome browser.  The save and new function was previously the default but has now converted to save and close and I do not see a way to change it.  Your instructions were not  helpful as there is not a create button and when I click the 3 lines to the right, the menu on the left closes.

lrubiocornett
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

We want the save and new button to be the default for receiving payments and for keying invoices...not save and close as the default.  Something changed last week that requires we choose save and new each time an entry is made and this is not helpful at all.

ChristieAnn
QuickBooks Team

How can I change the default 'Save and Send' button to 'Save and Close'?

Hi there, lrubiocornett.

 

I appreciate you for coming back to the thread to add further details and clarification about your concern. With this, I'll be sharing additional information about the Create or Plus menu in QuickBooks Online. Then, how Save and new button works in sales transactions.

 

QuickBooks Online (QBO) has updated the software. The Create icon was renamed as +New icon. From there, you can record any customer, vendor transactions, and many more. Then, QBO allows you to hide that  +New menu by clicking the hamburger icon at the top left of the screen. That way, you can free up some space on your screen, in case you need to extend wide depending on what you're viewing. This isn't directly useful for invoices or receive payment.

 

On the other hand, the save and new button will only show as default for receiving payments or recording invoices once you used this option as your last entered transaction. That said, it will depend on what option did you select when you save the last sales entry. 

 

Additionally, please refer to this article to see how the Sales page gives you a status of sales transactions like open invoices, and paid invoices: View sales transactions.

 

Lastly, I'm adding this article to further guide you in effectively managing your business using QBO: Help guide for QuickBooks Online. It contains topics about advanced accounting, banking, and payments to name a few.

 

Should you have any follow-up questions about the customer's entry, don't hesitate to post again or leave a comment below. Have a good one.

lrubiocornett
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

A week ago, the Save and New button was the DEFAULT for receiving payments and when entering invoices.  Now is must be selected each and every time an entry is made.  It's not helpful.  Today when I started a deposit that had multiple checks, I chose Save and New on the first entry, but that didn't keep the Save and New function in place...I had to select it each time I made an entry.  This is not how it worked a week ago, and the change is NOT HELPFUL at all.  Most folks receive multiple checks on a deposit and key multiple invoices during times of data entry ...especially small businesses.  If you can provide a way to set the Save and New button as the default and to choose Save and close when it's needed, that would be much better.  Please communicate this to the QB engineers..as it was not working in this way last week and it's NOT an improvement or user friendly to those of us who use QB daily in our small businesses.  It's an added step each and every time.

Candice C
QuickBooks Team

How can I change the default 'Save and Send' button to 'Save and Close'?

Hey there, @lrubiocornett

 

I appreciate you coming back with your concerns. 

 

I'll definitely pass along your feedback to our Product Developers. They take the time to review your request to try to add it in the product. 

 

Check out our Blog site to keep up with what's new in the system. 

 

I'm always around if you have any further questions. Wishing you and your business continued success!

user46254
Level 1

How can I change the default 'Save and Send' button to 'Save and Close'?

Mine now says "Save and Fund" -- which i obviously don't want to do. And they all look the same except the last word, so I keep doing the wrong thing. Can't it just be whatever i did last?

MirriamM
Moderator

How can I change the default 'Save and Send' button to 'Save and Close'?

Hello there, @user46254.

 

When creating transactions in QuickBooks Online (QBO), the options you can select are Save and newSave and close, and Save and share link. To isolate the issue of why you're having the Save and Fund option, I recommend opening your account in a private (incognito) window. Using a safe browser and accessing the program from there can usually fix the issue.

 

Check out these keyboard shortcuts:

  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox) 

 

Once done, check to see if the Save and Fund option is no longer available. If it works, go back to your default browser and clear cache. See Clear cache and cookies to fix issues when using QuickBooks Online for more information.

 

Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on may be having a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

 

In the meantime, let me share some resources that you can browse and use as a reference in managing and navigating around your QuickBooks account.

 

Please don’t hesitate to reach back out if you need anything else. I will be right here for you. Take care and have a good day.

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