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How to use Quick Create

Created on  | Last modified on 

Summary

How to use the Quick Create option in Sage Accounting,

Description

Use the Quick Create option to quickly access frequently used options. Access it from anywhere without navigating through multiple steps.

Resolution

When you use Quick Create in a customer or vendor record, it automatically enters the name and relevant account details.

  1. Hover over the Quick Create icon.
  2. Click Quick Create to access frequently used items.
  3. Choose the required option and complete the details as normal.