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poetal
September 18, 2021
Question

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"?

  • September 18, 2021
  • 27 replies
  • 76 views
No text available

    27 replies

    RenjolynC
    RenjolynC
    Level 9
    September 18, 2021

    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. 

    poetalAuthor
    September 20, 2021

    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
      AlexV
      Level 10
      September 20, 2021

      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!

      rsl1980jel
      September 22, 2021

      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.

        CharleneMaeFQuickBooks Team
        QuickBooks Team
        September 22, 2021

        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
        September 24, 2021

        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 

          factsfigures
          November 11, 2021

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

            Tori B
            Tori BQuickBooks Team
            QuickBooks Team
            November 11, 2021

            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!

            live GD
            September 30, 2021

            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
              AlexV
              Level 10
              September 30, 2021

              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
              October 6, 2021

              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.

                Sanpro
                November 9, 2021

                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?

                live GD
                February 18, 2022

                FYI, it looks like QB has fixed the issue. It is now working as it is supposed to as of 2/18/2022. I get save and new when accepting payments unless I change it to save and close.

                kmaitl541
                January 2, 2025

                As of 1/2/2025 it is NOT fixed. It still defaults back to save and close every time you enter a receivables payment. Where or who do I need to contact to look into this issue?

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