Adding records using Easy-Add

You can create new records easily using the Easy‑Add feature. Accounts, cards, categories, comments, custom list items, jobs, referral sources and delivery methods can be added to your lists when entering transactions.

note : Easy‑Add is not available from some transaction windows

In windows such as Spend Money, the type of card you want to create is not immediately obvious, so the Easy-Add button is not available.

To create a record using Easy‑Add

Let’s assume you want to add a customer card while entering a sale.

In the Sales command centre, click Enter Sales. The Sales window appears.

Type the customer’s name and press Tab. If there is no card for this customer, the Select from List window appears.

Click Easy‑Add. A new customer card is added to your cards list. You can now complete your task with the new card.

Whenever you have time, go to the Card Information window and enter the sales entry.

note : Easy‑Add is not available from some transaction windows

In windows such as Spend Money, the type of card you want to create is not immediately obvious, so the Easy-Add button is not available.