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zac3
March 25, 2019
Question

Since the latest update, the "Save" button (or "Save & Close" / "Save & Send") keeps defaulting (every time) to "Save & Send" - I want it to stay as "Save & Close!

  • March 25, 2019
  • 9 replies
  • 16 views
No text available

9 replies

AlcaeusF
AlcaeusF
Level 14
March 25, 2019

Greetings, @zac3.

 

I see this is your first question so let me take the time to welcome you here to the Community. I'm here to share some information about the default Save option in QuickBooks Online (QBO).

 

We haven't received any reports similar to this. Just to clarify, may I know what QBO version you're currently using? In the meantime, you can manually change the Save option when creating a transaction. Here's how:

 

1. Go to the Plus icon and select a transaction type (i.e invoice, estimate, etc).
2. Enter the necessary information.
3. Click the drop-down menu next to the Save and send button, then select Save and close.

 

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

 

That should do the trick. Please let me know how it goes or if you have any follow-up questions so I can get back to you. I'm looking forward to your response. Take care and have a great rest of the day!

analeec
April 4, 2019

FritzF You didn't read the question

Catherine_B
Level 9
September 13, 2021

Don't see a plus button either


Hello, jlablanc1.

 

I can help you locate the + New button in QuickBooks Online.

 

Have you tried doing the browser-troubleshooting steps shared by JanyRoseB? If not yet, you can do so, and let's see how it works. 

 

We also have updated the location where you can see the + New button that allows you to create transactions. It's now in the left panel together with the other menu such as Dashboard, Sales, Reports, and alike. It's possible that you hid the left menu that's why you're unable to see the option. Just click the three horizontal lines at the upper-left beside your company name. You can use the screenshot as a reference.

 

 

In case you need further help in creating transactions and managing your account, you can browse a specific topic and learn more through our Help Articles page.

 

The Community always has your back and would also be happy to help with your questions as well. I’m just a few clicks away should you need anything. 

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