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Replying to:
MadelynC
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I’m glad to share some information with you about QuickBooks invoicing, @bexmg.

 

Once you select Save and close on your current invoice, QuickBooks Online (QBO) will automatically set that option when you create a new one. You may consider this process so the said option will remain.

 

I recognize how convenient it's for users to set Save and close as the default action when creating invoice transactions. You can use the Feedback feature within your QBO company file to send this idea. This way, our management and engineering teams could take action to help improve your experience.


Here’s how:

 

  1. Go to the Gear icon, then select Feedback.
  2. Enter your suggestions, then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can select Skip and send message.
  4. From the drop-down, choose the appropriate category, then press Send message.
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You can track feature requests through the QuickBooks Online Feature Requests website.


You might want to personalize and add a specific information to your sales forms. Check out this reference for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.


Let me know if you have additional questions or concerns about invoicing. I’m always here to help. Have a great day ahead!

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