I can help you get rid of the setting that opens a new invoice after closing a transaction, Helene. Let me walk you through the process.
In QuickBooks Online (QBO), we have an auto-recall feature to pre-fill transactions. Here's how you can turn it off:
- Go to the Gear icon and select Account and settings.
- Choose Advanced.
- In the Automation section, select the pencil icon.
- Turn off the Pre-fill forms with previously entered content switch to disable the auto-recall feature.
- Click Save at the bottom of the Automation section, then Done to record your changes.
Otherwise, you'll want to ensure that you choose Save and Close when saving a transaction, instead of Save and New. This way, it prevents the system from opening a new transaction after saving.
This article will help you account for your customer payments: Receive an invoice payment.
On top of that, we have various reports that you can pull up to help you track your business: Use auto-recall to pre-fill transactions in QuickBooks Online.
Visit the Community space again if you have more queries related to sales transactions. We're here to offer help, Helene.
