Save and Fund

Thanks for bringing this up to our attention, Encantada43.

You are right that the only options in QuickBooks Online are Save and new, Save and close, and Save and share link. I can help share some steps that can resolve unexpected results when working in QuickBooks Online. Switch to an incognito or private browsing session,  for it will not save any browsing history.

Here’s how to open a private window:

• For Chrome press, Ctrl+Shift+N.
• For Firefox, press Ctrl+Shift+P.
• For Safari, hold down Command+Shift+N.

If you can no longer have that Save and fund option, I'd  suggest clearing your regular browser's cache to eliminate excessive files in your browser. Otherwise, you an use other supported browsers. 

If I can be of any additional assistance, do let me know. I'll be around to help.

Is this to get rid of the 'Save & Fund' option?? Just to be clear, we DO NOT want the 'Save & Fund' option...

Hello there, Encantada43.

I appreciate your time performing the recommended steps suggested by my colleague.
 

Since you're still seeing the said option, I suggest contacting our support. Also, you can provide us a screenshot for further investigation.

Here's how:

1. Go to Help inside QuickBooks Online.
2. Select the Search tab.
3. Click on Contact Us.
   

I have here an article that can help you customize your invoices. This will let you personalize the details on your sales forms.
 

Post any questions in the Community about invoices. I'll be here to help. Have a great week!  

I was able to solve this, although it took some time and the support team had no idea what I was talking about.  First of all I am using the Safari browser on a Macbook computer and quickbooks online.  The first think I did was clear my cache.  Then I created an invoice and that annoying "fund" option came up.  I read the instructions a little more carefully and noticed that it says "select save and send in order to use the fund option" (or something like that).  I  instead chose "save and close", went back in to the invoice and sent it to the client.  When I created my next invoice, the "save and fund "option wasn't offered.  I hope this helps.

Quickbooks, I'd like to personally thank you for confusing the heck out of this small business and disrupting what used to be a quick process to send an invoice to a client. Could we just select the option for "no ads" - you're getting to be as bad as a free gaming app. We do not do any funding through Quickbooks, and NEVER will. Stop showing me the ads, let me select the option to never show this ad, and please remove this "Save and fund" button, or at least put the normal button back!!! You really need to test your interface before launching new products. This shows us that you're not looking out for small businesses, just your own bottom line. 

I hear your sentiments, @sweise. And I want to make sure this will be taken care of. 

To remove the Save and Fund button, I'd suggest sending feedback to our product engineers. Let me guide you how:

1. In your QuickBooks Online (QBO) account, select the Gear icon.
2. Then. choose Feedback.
3. Type a description for your product request. Example: Remove the Save and Fund button in QuickBooks Online.
4. Once done, select Next.

You can also visit our QuickBooks Online Feature Requests website to track the submitted product feedback.

In case you need to have handy articles for reference in performing your QBO tasks, feel free to head to our QuickBooks Help page. This provides you with articles for different QBO topics.  

​​​​​​The Community is always open if you have any other QuickBooks-related concerns. Don't hesitate to post again here. Have a good one. 

I completely agree. This is absolutely ridiculous that save and fund is the first option now on the drop down when I send an invoice. I will never use this option and I resent having it there at all when I am paying monthly for QBO. This is far too intrusive for a marketing device.

Completely agree also..... your wasting my time. First responder nailed it , 

So disappointed.

talking to 3rd attendant presently , an hour or so into it nearing silence on hold, please get it together.

joseph

This is a "dark pattern" upsell that I'm absolutely enraged to see pop into my application. This should be opt in not the default button behavior! 
Very bad, Quickbooks. Do better.

Just had this appear for us. What an absolute TRASH way of trying to upsell. Very sneaky. Sadly, this is what I've come to expect out of Intuit.

These guys are becoming sooo scummy.  Looking for another accounting software.  We used to be able to buy the software for 129 bucks and it worked flawlessly for 5-6 years = 2.15/month…Now they have us on the monthly bleeding which is at minimum 25/mo. THEN throw in this send and fund scam, and all the other pop ups.  YOU GUYS ARE PISSING OFF YOUR CUSTOMERS!  IM OVER IT.