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Archie_B
QuickBooks Team

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Hi there, AJR1464. I understand the significance of setting a default action when finishing an entry in QuickBooks Desktop.

While it is more convenient to have that option, the ability to set the default action button is unavailable. It is intentionally designed to provide users with flexibility and control over their workflow. This design allows users to customize their data entry process based on their needs and preferences, though it may require a manual step to select the desired action (e.g. Save and Close, and Save and New).

 

I'm adding this article to learn more about the different customer transaction workflows: Get started with customer transaction workflows in QuickBooks Desktop.

 

If you have any further questions or require assistance with optimizing your workflow in QuickBooks Desktop, feel free to reach out. I'm here to support you every step of the way.

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