When you add contacts to the Address Book, you can specify whether they will display in the Customer or Vendor Lists (Quicken Home & Business only). Then, the next time you create a form such as an invoice or a bill, you can select the payee name directly from the form.
- Choose Tools menu > Address Book.
- Click New.
- Enter the Payee name and enter as much or as little detail as you want.
- Click the Customer List or Vendor List check box to add the name to the customer or vendor list.
- Click OK.