Apple Mac2014 - Page 6

QuickBooks for Mac 2014 User’s Guide ii
Creating payment items 66!
Creating tax items 68!
Importing items in batches 69!
Other things to know about items 70!
Changing the price of items 70!
Creating subitems 72!
CHAPTER 5! Getting paid 73!
Customer Center 73!
How do I use it? 74!
Tips and Tricks 75!
Adding or editing a customer 77!
Address pane 77!
Additional Info pane 78!
Payment info (if you use Merchant
Services) 79
!
Notes 79!
Contact Sync 80!
How do I use it? 80!
Adding a contact from Address Book 81!
Setting up jobs 82!
Types of Jobs 82!
Creating jobs for a customer 82!
Tracking items ordered especially for a
job 84
!
Paying subcontractors 84!
Tracking services performed by an
owner or partner 85
!
Estimating work you’re going to do 86!
Getting paid for work you’ve done 88!
Sending your customer an invoice 88!
Invoicing a customer over time (progress
invoicing) 90
!
Modifying your progress invoice 91!
Invoicing groups of customers 92!
Creating a group for batch invoicing 92!
Sales: Batch invoicing 92!
Statement charges 95!
Entering Statement Charges 95!
Creating Statements 96!
Setting up for automatic charge entry 97!
Memorizing charges for new customers 98!
Correcting overcharges on statements 99!
Correcting undercharges on statements
100
!
Including reimbursable expenses on a
statement 100
!
Applying a discount to a statement
charge 102
!
Marking a sale as pending 103!
When a customer pays you 104!
Giving your customers sales receipts
104
!
Receiving payments 106!
Accepting your customer's credit and
debit cards 108
!
What you should know before processing
a credit card payment in QuickBooks 109
!
Processing credit and debit cards FAQ
109
!
Entering your customer's credit/debit card
information 110
!
Voiding a credit card transaction 110!
Tracking GoPayment and other credit
card transactions in QuickBooks 111
!
Handling down payments and
overpayments 111
!
Applying a discount for early payment 112!
When you’ve applied payment to the
wrong invoice 112
!
Setting up for finance charges 113!
Assessing finance charges 113!
Using Intuit PaymentNetwork with
QuickBooks for Mac 115
!
Step 1: Set up QuickBooks for Mac to
work with Intuit PaymentNetwork. 115
!
Step 2: When you create invoices, add a
link to Intuit PaymentNetwork that your
customer can click to pay you online. 115
!
Step 3: Get paid! 115!
Step 4: Download the payment to
QuickBooks for Mac. 115
!
When you owe a customer 116!
Creating a credit memo and refund 116!
Getting paid for time and costs 118!
Assigning costs (or time) to a job 118!
Invoicing for actual costs 119!
Applying a different markup to each
expense 121
!
Tracking time 121!
Setting up time-tracking 122!
Which way should you enter time? 122!
Filling in weekly timesheets 124!
Entering single activities 125!
Editing time entries 126!
Tracking mileage 126!
Enter mileage 127!
Enter mileage rates for taxes 128!