Can I change the "Save and New" to default when applying payments to accounts? It only defaults to save and close.

No defaults are hard coded and can not be changed by the user

I've been using QB online for about 5 years. ALL of this time the SAVE & NEW/SAVE & CLOSE button would default to whichever you used the LAST time.  I prefer SAVE & NEW when entering payments, for example, so unless I accidentally chose "Save & Close" it always stayed on SAVE & NEW. 

LAST month, when I received payments this worked as it always has.  TODAY, I am having to reselect SAVE & NEW manually each time from the drop-down because it keeps defaulting back to SAVE & CLOSE.  

My only theory is that they MUST have released some new functionality.  EVERY time they update something QB breaks something else.  SOOO Frustrating!!

I understand your frustration about the process of saving a transaction, Phenom.

You can perform some troubleshooting steps, like clear the browser's cache and cookies. This helps retrieve the functionality that worked before. 

Follow the steps to clear cache for your browser:

• Firefox
• Google Chrome
• Safari for Mac
• Safari for iPad and iPhone
• Microsoft Edge.
   

After clearing the cache, make sure to restart your browser for changes to take effect. Then, access your QuickBooks account and process a payment. Make sure to select the Save and New option.

Once done, log out and sign back into QuickBooks. Check again if you see the option, if not you have to manually select it.

Also, the new QuickBooks update doesn't include about this functionality. You can visit this link to get the latest update of the program: QuickBooks Online new features and improvements.

Let me know if you have additional concerns about saving a transaction. I'll be right here to help you.

I tried your fix....cleared out my Cache in Chrome & tried receiving more payments.  It did NOT fix the problem. I keep selecting SAVE & NEW and it saves that one & creates the new payment.  The button at the bottom of THAT 2nd payment defaults to SAVE & CLOSE again..... Requires the user to click the drop down & reselect the SAVE & NEW every time.  Any other suggestions?

By the way...I was not suggesting that THIS functionality was changed in recent releases.  What I was saying is that EVERY time there are updates SOMETHING gets broken....even if it's unrelated. Formatting, buttons, etc. stop working mysteriously quite frequently.  For years I have suggested QB/Intuit set up a larger test group of customers so functionality can be more thoroughly tested prior to release. Never received a response.  

Looking forward to any other suggestions you have for SAVE & CLOSE / SAVE & NEW functionality when receiving payments. Thanks!

Hi there, @Phenom.

I've got some tips on how to easily save receive payments in QuickBooks Online.

The default button when receiving payments in QuickBooks is Save & Close. You can also use the keys Ctrl Alt S to save and go to the next transaction instead of clicking Save and New. And use Ctrl Alt D to bring it back to the Save & Close option.

I'm adding this article to learn more about managing invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please feel free to message us back if you have other concerns with QuickBooks and invoices. I'm always ready to help. Stay safe!

Scooting my hands off the keys to post inbound payments of 20 - 30 customer invoices is a waste of time - if someone there would actually think about the work being done, they'd get it.  Like several people have said, y'all break stuff that didn't need fixing in the first place. There ought to be a "Pat" method to save data entry settings in all modules.  Then, for our sakes, leave it alone.

I'm having the exact same issue. I have to use Ctrl Alt S for Save and New. It's a pain when you have 50+ checks a day to enter... and of course 1 out of 7-8 times I forget and then I have to start over with Receive Payment. I don't need Save and Close except for deposits and now it's the default... Change. It. Back.

I've also had this issue - and I also had "Save & New" as the default...so:

• why did it change, and
• why is there no ability for the user to change the default?

Sorry to say, this change was clearly made without thinking about the user.

Clearing the cache and CTRL+ALT+S are really work-arounds for a function that just doesn't work as efficiently as it should - or, as it USED TO!

Please bring this to someone's attention so it can be improved.

Thanks!

So is this getting fixed or not?!  So frustrating.  

Hi there, longstreetelderlaw.

Let me help and provide some information about the unusual behavior you're experiencing when recording customer payments.

We’ve received reports from other users that the Receive Payment page loads with the Save and close button instead of Save and new. Our product engineers are working to resolve this issue with utmost urgency.

While waiting for the permanent solution, I recommend contacting our QuickBooks Online (QBO) Care Team. This way, you can sign up to the list of affected users. You’ll receive an email once there’s progress about the investigation.

Here’s how:

1. Press the Help icon at the top to open the QB Assistant window.
2. In the Assistant tab, scroll down to the Type something field to enter the issue.
3. Click the Get help from a human link and follow the on-screen steps to complete the process.
4. In How would you like to connect with us? section, pick the Chat option for real-time assistance or Callback to speak with an agent.
5. Provide this number to speed up the process: INV-62704.

I want to make sure you can perform any customer-related tasks including receiving payments smoothly. That’s why I’m adding some links below for additional resources. Since they’re grouped by topic, choose the one you wish to view to see the complete details.

• Invoices and payments
• Sales and customers

I appreciate your patience while this is being worked on. Reach out to me again if you have concerns about managing payments. I’m always ready to assist further.

I would not use quick books if there were another often used option.  It's as if they take no pride in their work.  It's always having software problems.  I would expect this performance from free software.  QBO has not failed to disappoint for over 6 years.  I hope you, quickbooks realize what crappy service you provide and start actually trying to produce good software.  I am really frustrated with this latest glitch, being unable to set save and new as a default when accepting hundreds of payments.

The irony here is that I overwhelmingly use Save & Close rather than Save & New.  And guess what - it's Save & New that almost ALWAYS comes up for me, regardless of what I used previously! 

Maybe the new default is for the OPPOSITE to come up as default!

Oh my goodness, that IS ironic!  Perhaps they ARE on a mission to give us the opposite of what we prefer! Haha! :-)

I found this info from above interesting... 

If you use the "NEW" button & select RECEIVE PAYMENT from the main menu, this results in the SAVE & CLOSE being the default. 

Since you prefer that, maybe you should try this. Hopefully, it will work for you!

If you prefer SAVE & NEW, then start from an actual invoice & receive payment from that screen.  This seems to work but only ONE TIME...the new invoice again defaults to SAVE & CLOSE.  :-(

Left with no alternative, I'm using the CTRL+ALT+S workaround.  Good luck to you!

So it works differently if you start with New and do a Receive Payment than if you start with the Invoice and Receive Payment?  That's pretty strange.  I'll have to give that a try.

However, the other day I had a couple dozen of these to take care of.  I got Save & Close for the first dozen or so, then Save & New, then Save & Close again, then a string of nothing but Save & New.  All for invoices that I was Receiving Payment on, all on the same browser, all done one after another.  It ended up being about the same result overall as flipping a coin, so apparently random.

Hi there, @oceanbeachesglass. Let me share with you some information about recording receive payments in QuickBooks Online (QBO).

The system defaults to Save and Close when saving Receive Payment transactions. I understand the importance of changing it to Save and New to save time when recording multiple payments. As a workaround, you can tap on the CTRL + ALT + S on your keyboard to open a new Receive Payment window as suggested above.

You may also submit your feedback about this feature through your QBO account. 

Here's how:

1. Go to the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions. Then select Next to submit feedback.

Your valuable feedback goes to our product development team to help improve your experience in QBO. Rest assured they're working nonstop to enhance the product and deliver the best experiences for all QuickBooks users. You can track feature requests through the QuickBooks Online Feature Requests website.

For more tips about receiving invoice payments, you can open this article: Record invoice payments in QuickBooks Online.

You can also get more hints about handling your other customer transactions through this link: Topics about your company's income and customers.

Let me know if you have any other questions about receiving payments. I'm always here to help. Wishing you a good one!

Hi Angelyn_T,

I WISH the system DID default to Save & Close as the default!  My problem is that it does NOT.  SOMETIMES it goes to Save & Close after receiving a payment, and SOMETIMES to Save & New - with no differing input on my part.

With regard to using one or the other:  I import my Invoices (e.g., from my POS) prior to Receiving Payment on them, so I look for the next unpaid Invoice, and use the Receive Payment function.  Save & Close lets me do this and move on to the next Invoice, and Save & New just takes me (un-helpfully) to a blank Receive Payment window.  So I really wish I COULD get Save & Close every time.

Obviously, the goal should be to allow us to do our work with as few clicks as possible.  While your people have been able to do wonders with some aspects of the software, these persistent "exceptions" really spoil the user experience.  

I have exactly the same problem and agree with your statement that until some time ago it was possible to repeat 'Save and New' without having to choose it every time again.

The suggestion to clear browser history, restarting browser and closing Quickbooks after one 'Save and New' transaction does not work.

This is extremely frustrating and the developers who are changing the program should be put to one day of data entry to understand what users have to go through. Then a solution would very quickly be found.

Thanks,

Vera Externest

Looks like they finally fixed this issue. It's defaulting to save and new. Glad someone was listening