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Chapter 3. Adding or Changing Informatio... > Adding Information On-the-Fly

Adding Information On-the-Fly

When you need to add an item to your Items list, a customer to your customer list, a vendor to your vendor list, or any other piece of information to a list in QuickBooks, you can open the list and add the item, a process that has been described in this chapter. Alternatively, you can add the item “on-the-fly,” which is to say that you can open a form, such as an invoice or a bill, and simply enter the name of the piece of information you want to add to a list. When that name represents a new entry on the list, a window appears on your screen telling you this information is not found on your company lists and asking you whether you want to add the information now. Choosing to do so makes your job a bit more efficient. For purposes of this demonstration, the next example adds a customer “on-the-fly.” The technique shown here can be used on any QuickBooks form.

Add a Customer On-the-Fly

Open an invoice by selecting Create Invoices from the Customers menu or by pressing Ctrl+I.

In the Customer:Job field, enter a the name of a customer not already in your Customer:Job List.

Click in another field of the form, or press Tab to move to the next field. A Customer:Job Not Found window appears.

You have three choices relating to this customer. Clicking Quick Add adds the customer name to your Customer:Job list, and you are ready to complete the form.

Clicking Set Up opens the New Customer dialog box, where you can enter all the pertinent information about this customer.

Clicking Cancel closes the Customer:Job window. You cannot complete the invoice form until you either add this customer to your Customer:Job list or enter a different customer name.



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