- Setting General Preferences
- Setting Desktop View Preferences
- Sorting Lists
- Displaying Lists on Forms
- Adding Accounts
- Using Account Numbers
- Adding Customers
- Displaying Detailed Customer Information
- Adding Vendors
- Adding Items in the List Window
- Types of Items
- Using Items on Forms
- Adding Information On-the-Fly
- Moving Items on a List
- Creating Subitems
- Editing Information on a List
- Using Notes to Enter Customer and Job Information
- Hiding Entries on Lists
- Using the Activities Menu on Your Lists
- Deleting Entries on a List
- Merging Entries on a List
- Printing Lists
- Searching for Transactions
- Generating a QuickReport
- Setting Accounting Preferences
This chapter is from the book
This chapter is from the book
This chapter is from the book
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, for any QuickBooks List.
Open an invoice by selecting Create Invoices from the Customers menu.
In the Customer:Job field, enter 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 only 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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