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poetal
Level 3

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

 
25 Comments 25
RenjolynC
QuickBooks Team

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I've got you covered, poetal.

 

In QuickBooks Online, whatever option you've selected after saving the transaction will be set to default. To change the option from Save and close, you need to select Save and new next time you create a transaction.

 

Here's how:

 

  1. Go to + New > Checks.
  2. Enter the check details.
  3. Click the drop-down arrow next to Save and close and choose Save and new.

Please see this sample screenshot for a visual reference:

 

 

In case you need further help in creating transactions and managing your account, please feel free to visit our general help topics page. Just type your concern in the search field and this page will route you to the related help articles, Community discussions, video tutorials and more.

 

If you need anything else, just leave a reply below and I'll get back to you as soon as I can. Have a good day ahead. 

poetal
Level 3

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

It does not default to Save and New.

I wish it did. It used to. But now it doesn't. It defaults back to Save and Close. I thought I mentioned that.

AlexV
QuickBooks Team

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Hello poetal!

 

Thanks for the update. I understand that you need to set the Save and new as the default. Let me further assist you.

 

I'd encourage you to send feedback to our developers about this button. That way, they can take a look at it and improve this option. Simply go to the Gear icon and select Feedback.

 

You might need to print the checks you created in QuickBooks Online. I've added this article for you: Configure your print settings for printing checks in QuickBooks Online. This will show you how to prepare and set up the print settings.

 

Keep your posts coming if you need more help. Take care always!

poetal
Level 3

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Thank you for the encouragement

rsl1980jel
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I sent an email to the feedback desk last week and haven't heard anything.  I post, somedays, as many as 50 receivables and as you can imagine, the new default is a pain.  It would be interesting to know who makes those decisions and why.  It's not appropriate for all that use the program.

CharleneMaeF
QuickBooks Team

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I know this hasn't been an easy process for you, rsl1980jel.

 

Let me make it up to you by making sure you'll check the status of your request. With this, I'd suggest visiting our Customer Feedback for QuickBooks Online website. From there, you can track the recently updated ideas and the feedback sent to our Product Development Team.

 

Additionally, I've also included these articles that'll help you view and manage your transactions in QuickBooks Online.

 

 

Thank you for your patience as we continue working on improvements and new features, rsl1980jel. Please know that we're always here to help you out.

Innersync
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I am having the same problem.  Why did they change the default and why can't they make it so it just defaults to the last selection you made.

 

This is ridiculous to have to change it to save and new if you have multiple payment you are entering 

mderoner
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I'm having the same issue.  The Save and Close is the default instead of Save and New.  Is Quickbooks looking into this?  I've been using ctrl alt s in between each payment, but it is not as easy as clicking Save and New.

livewire
Level 2

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I have the same issue. Please revert the Receive payment button to keep the last setting selected. The new behavior is cumbersome when entering multiple payments. 

AlexV
QuickBooks Team

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Hi livewire!

 

I understand that you also want to stick with the Save and New button. Let me assist you.

 

We already received reports and feedback about this. Currently, our engineers are investigating why it still defaults to Save and Close instead of Save and New.

 

While we're unable to provide an exact time when this will be fixed, it's best to reach out to our Support Team. That way, your data will be included in the case and you'll receive updates.

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter "Save and New Button".
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

For now, you can click the + New button, then Receive payment to access the page again.

 

I added some links you can check. These will help in running financial reports in QuickBooks Online:

 

Leave a comment again here if you need more help in recording customer payments. Take care!

sinisgallicarta1
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Having same issue and it is terrible.  Please get this fixed asap.  I enter up to 80 checks at a time.  Please have them put it back to the way it was.  It saved the last setting you selected.

mgordonjr1
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Agreed.  I am having the same issue.  I am trying to enter over 300 checks, so this is a non-starter for me.  Not sure why this was changed.  Never had a problem with it the last 7 years.

TCole
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Why would you give us other things to go look at instead of addressing the problem with the SAVE AND NEW?

 

If you can't help a person then you shouldn't be recommending other off the wall reports and I quote:

I added some links you can check. These will help in running financial reports in QuickBooks Online:

 

TomW3
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I'm with the others on this.  At first I thought this was some sort of mistake on my part, but now I find this is deliberate by QB - Oh great, more progress at work.    Why are you making us do another step ?? - I enter multiple checks at a go, and was better off with the old way - not sure why this makes more sense.  Please consider allowing a preference to select "Save and new" as a default. 

hendo82
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Interestingly, I am having the exact opposite problem when I process Credit Card Payments in QBO. My screen now defaults to "save and new" which is useless when completing this task and it takes me to a blank payment screen instead of closing and going back to the list of open invoices like it used to. Haven't had this problem in 5 years. It appeared around the same time as this, and it's awful! I feel the reverse side of your pain.

Sanpro
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I've sent in a request to support and called more than once. I also enter a few hundred checks at a time and this is quite annoying. They apparently don't seem to care as they have yet to fix this or any other stupid change they've made. QB desktop is 100 times better and I regret switching to QB Online. Unfortunately I needed to for automation purposes.

Does anyone know of a similar program that I can switch to?

factsfigures
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I to am having the same problem with receiving payments.  Why has this changed?

Tori B
QuickBooks Team

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Hi there, @factsfigures.

 

Thanks for following along with the thread and sharing your concerns with us. 

 

Please know that the option with the Receive Payments has changed due to an update made with QuickBooks. We understand how beneficial this would be if it were back to the way it was before. That said, I encourage you to send this feedback request to our Product Development Team. 

 

Our Product developers analyze each new feedback request and consider them for future updates. You can use the link I've included below to send your suggestion. 

 

 

Please know that you can reach out to the Community any time. We're always around to lend a hand. Have a wonderful day!

Sanpro
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Tori,

 

This issue has been sent to the Development Team by numerous people as you can see in this thread. No action has been taken to correct. Please advise as QB does not seem to correct any suggestions made by the Community.

7142
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I have spoken twice to someone and they never get it! Why would Quickbooks developmental team think this was beneficial to us who post alot of check in a row for a bank deposit to think that having it to default to save and close is good. It needs to go back to Save and New, it just adds so much more time and added to my physical issues with clicking a mouse each time, I am getting physical ailments from it! It is ridiculous!

JTS-CPA
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I too am having this issue. As someone else mentioned, Desktop is much better for professionals....sorry I switched. Too many functions programmed by non-accountants. 

lindseyk21
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

I have suggested this be fix or undone from whatever update changed it. Why is it as customers we have to spend months begging for a function to work properly and not make our days longer or harder? Is this being fixed or is QBO hoping we just make this work this way?

AlexV
QuickBooks Team

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Hello lindseyk21!

 

Thanks for posting here. Allow me to share some updates about this behavior in recording payments.

 

Our team is still investigating the cause of this behavior. If you haven't contacted our Support Team, I suggest you do so. That way, they'll be able to include you to the investigation. Your data can help fixing this issue.

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter "Save and close in the Receive payment screen".
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

I added this link if you're interested in receiving payments within QuickBooks Online: Take and process payments in QuickBooks Online.

 

Post again here if you have more concerns with payments. I'm looking forward to assisting you again.

mmcpa
Level 1

Receive Payment now defaults to "save and close" every time in QBO when entering multiple checks. Is there a way to default to "save and new"?

Why do quickbooks employees always do this?  They answer quickly without reading the question and provide the answer the person posing the question already clearly explained DOES NOT WORK.  It's just a further waste of our time.  and then if we take the 15 steps it takes to get someone to actually read the question and understand that yes, it SHOULD work, but no, it DOES NOT work, they finish up with 'I suggest you contact our team!' and we're just as un-helped as before only now we've wasted a lot of time and we're more frustrated.  It's honestly not ideal.

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