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Update lists as you work

You can add to most of your QuickBooks lists while you're working on another task. For example, if you're writing an invoice to a new customer and you type a new customer's name in the Customer:Job field, QuickBooks gives you an opportunity to add the new customer to the list.

To do this task

  1. Type the new entry in the appropriate field on the form. Then press Tab.

  2. When QuickBooks prompts you that the entry isn't on any of your lists, click Set Up to add additional information about the entry, such as an address or phone number. You can enter the information in the window that opens.

See also

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