QuickBooks for Mac 2014 User’s Guide 105
• Item. Select what you've sold this customer. You can include anything on the Items list here. You also enter a
new item, and QuickBooks will prompt you to set it up. Tip: If you need to insert an item between two others,
select the item line where you want the new one and choose Edit > Insert Line. Likewise, if you want to delete an
item, select the item then choose Edit > Delete Line.
• Description. The description of the item you entered when you created the item. You can change this if you
need to.
Tip: You can enter multiple lines for your description, up to 4095 characters. Use Option-Return to put in a line
break.
• Quantity. How many of the items does your customer need to pay you for? This could be 400 antennas or 10
hours of web design. If you leave this blank, QuickBooks assumes the quantity is 1.
• Rate. How much you charge for the item. If you entered this when you created the item, QuickBooks enters it
for you. If you didn't or you need to change it, just edit this box.
• Amount. This is the total amount (Quantity x Rate) for this item that QuickBooks calculates for you.
• Taxable. If the item is taxable, click this box.
• Customer Message. A message for our customer, either on from your Customer Messages list or enter a new
one.
• Tax. The tax item you assigned to the customer or the default tax if you have not assigned a tax item to the
customer. QuickBooks uses the tax item to calculate the tax. You can also select a different rate from the list of
tax items if you need to.
• Group with other undeposited funds/Deposit to. Click "Group with other undeposited funds" to hold the
payment in your Undeposited Funds account. To deposit the payment, choose Banking > Make Deposits and
select the payment. When you record the deposit, QuickBooks transfers the payment amount from Undeposited
Funds to your QuickBooks bank account. To deposit the funds now, click "Deposit to" and enter the name of the
bank account where you would like QuickBooks to deposit the payment.
Process a customers credit or debit card on a sales receipt:
If you have an Intuit Merchant Services account, you can process your customer's credit or debit card when you fill
out a sales receipt.
Important: You should always swipe the credit card when you have it in hand, even if you already have the credit
card on file. Only transactions from a card swipe are eligible for a lower discount rate.
1 Be sure you select a credit card for the Payment Type.
2 Be sure the "Process credit card" checkbox is selected.
3 Swipe the credit card or enter the card information.
Note: When you use the Intuit card reader, you may see a message box that says the card reader
needs to be identified. You can ignore this message by clicking the red circle in the top left corner of
the message box to dismiss it.
4 Click OK.
You'll see a confirmation when the transaction is complete.
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