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Minty Girl
Level 2

Can settings/preferences be changed so QBonline returns to place I was at prior to a making a new entry or editing an entry in an account? It goes back to the beginning.

When I'm in the main account register and edit an older entry. After saving, it returns me to the current date in the register. I'd like it to return to the place where I was so I don't have to go search for that older date again. Also, when in a credit acct register, I click expense to make an entry, it defaults to my 1st credit card in my COA. If I clicked on the register I want to make the expense entry, why does it take me to a different register? Desktop was accommodating for these features. I need efficiency please. The days are busy. Thank you.
5 Comments 5
ErwinQ
QuickBooks Team

Can settings/preferences be changed so QBonline returns to place I was at prior to a making a new entry or editing an entry in an account? It goes back to the beginning.

I understand the importance of accessing transactions in the register where you left off, Minty.
 

When you edit a transaction in the register on QBO, the system will automatically populate either the oldest or the newest transaction based on the current order of your register. This means that if your register is in ascending order, QBO will populate the oldest transaction, and if it's in descending order, QBO will populate the newest transaction.
 

If you want to have this feature in QuickBooks Online, I'd encourage you to share your feedback with us, We're always eager to hear from our users.

 

Here's how:

 

1. Access your QBO account.

2. Click on the Gear Icon.

3. Select Feedback, enter your suggestion and click next.

 

We really appreciate your input, and our product engineers will take a look at your suggestions. 

 

I've added this article that will guide you step-by-step on how to add transactions directly to an account register: Manually add transactions to account register in QuickBooks Online.
 

If you have further questions related to bank transactions, please don't hesitate to leave a reply message to this post. We're available 24/7. Have a great day!

BigRedConsulting
Community Champion

Can settings/preferences be changed so QBonline returns to place I was at prior to a making a new entry or editing an entry in an account? It goes back to the beginning.

@ErwinQ  RE: When you edit a transaction in the register on QBO, the system will automatically populate either the oldest or the newest transaction based on the current order of your register.

 

That makes no sense at all: There is no such things as a register "automatically populating" a transaction.  Whatever that means.

 

Also, you don't answer the OP's request, which is: "After saving, it returns me to the current date in the register. I'd like it to return to the place where I was so I don't have to go search for that older date again."

BigRedConsulting
Community Champion

Can settings/preferences be changed so QBonline returns to place I was at prior to a making a new entry or editing an entry in an account? It goes back to the beginning.

@Minty Girl 

RE: After saving, it returns me to the current date in the register. I'd like it to return to the place where I was so I don't have to go search for that older date again.

 

QuickBooks Online won't do that. It's way too much to expect from it.

 

RE: Desktop was accommodating for these features. I need efficiency please.

 

In that case, you are using the wrong QuickBooks. QuickBooks Online is not designed for speed of data entry. Never has been, and likely never will be.

Minty Girl
Level 2

Can settings/preferences be changed so QBonline returns to place I was at prior to a making a new entry or editing an entry in an account? It goes back to the beginning.

Big Red, Thank you.  I don't need pretty and slow.  I need functionality and efficiency.  If I could use Desktop for all my clients, I would.  The problem there is that Desktop is no longer sold anywhere or supported. There is a lot of time wasted with the online version. I understand Intuit's perspective w a subscription model but like anything else, change for one isn't always the best for the end user. Thank you.

BigRedConsulting
Community Champion

Can settings/preferences be changed so QBonline returns to place I was at prior to a making a new entry or editing an entry in an account? It goes back to the beginning.

Intuit still sells QuickBooks 2024 Pro and Premier and will until July 2024. And it'll be supported for several years after that.

 

Also, you can by Enterprise 24.0 from most anywhere that has sold QB in the past (Amazon, for example) and Intuit plans to continue releasing new versions in the coming years.

 

IMO they may actually be on the fence about Pro and Premier as they insist they're not discontinuing it, but are 'pausing retail sales' of those products. I think that's corporate speak for "we'll see what happens". IMO what is going to happen is that they will start to lose customers as they try to push everyone to QuickBooks Online, because it sucks so bad, and they will then need to come up with a different plan - because they clearly are unable or unwilling make QuickBooks online not suck or they would have done so sometime in the last 25 years.

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