You can create new records easily using the Easy‑Add feature. Accounts, cards, categories, comments, custom list items, jobs, referral sources, and shipping methods can be added to your lists when entering transactions.
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
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Type the customer’s name and press Tab. If there is no card for this customer, the Select from List window appears.
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Click Easy‑Add. A new customer card is added to your cards list. You can now complete your task with the new card.
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