Tips and tricks: Quick Add and Setup

You can add to any of your QuickBooks lists while you are in the middle of another task. For example, if you're writing an invoice to a new customer and you type your new customer's name in the Customer:Job field, QuickBooks asks whether you want to Quick Add” or Set Up” the name.

  • Quick Add. Add only the name or item to your list. Later, if you want to add more information about the name or item, you can edit its record in the list itself.
  • Set Up. Add additional information about the name or item, such as an address or phone number. QuickBooks then displays a window where you can enter the information.