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L
lindak1119
Level 7
January 6, 2019
Question

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

  • January 6, 2019
  • 23 replies
  • 100 views
No text available

    23 replies

    J
    JamesDuanTQuickBooks Team
    QuickBooks Team
    January 7, 2019

    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.

     

    L
    LazarusLuke
    August 24, 2019

    WHAT Create Menu?

    MaryLandT
    MaryLandT
    Level 10
    August 24, 2019

    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-the-save-button-or-save-amp-close/01/362618#M35068.

     

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

    U
    user46254
    October 29, 2021

    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?

    M
    MirriamMQuickBooks Team
    QuickBooks Team
    October 29, 2021

    Hello there, @user46254.

     

    When creating transactions in QuickBooks Online (QBO), the options you can select are Save and new, Save 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.

    O
    office9452
    April 5, 2023

    1. Why don't I have a save and send button.

    2. I need to be able to set up invoice and estimates to be sent via and Gmail email account.  Everything I've read save and send button, again which I don't have? 

     

    Any help would be great.

     

    Thank you

     

    Keith

    MJoy_D
    MJoy_DQuickBooks Team
    QuickBooks Team
    April 5, 2023

    I can help you with setting up your invoices and estimates, Keith. 

     

    The Save and Send button will only be available once you've set an email address to the invoice that you're creating. 

     

    Here's how: 

     

    1. Go to the + New button and select Estimate.
    2. Choose the customer from the Customer dropdown make sure to enter their Email.
    3. Provide all the necessary information. 
    4. Once you're done, click on Save and Send button.

     

    Also, make sure to set the Account and Settings for Online Delivery for Additional email options for invoices to Online invoices. 

     

    Here's how: 

     

    1. Go to the Gear icon and select Account and Settings.
    2. Click on the Sales tab and choose Online Delivery.
    3. Once done, click on Save and Done.

     

    At this time, you can only send invoices from your Gmail address. For more information on how to connect your Gmail address to QuickBooks and update your sales forms settings: Use your Gmail address to send invoices in QuickBooks Online. 

     

    You can refer to this article for more information about creating and sending invoices in QuickBooks Online (QBO): Create invoices in QuickBooks Online. Then, refer to the following information on how to record invoice payments manually.

     

    Let me know if you need further information on your invoices and estimates. I'm always glad to help in any way I can. Have a wonderful day!

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