QuickBooks for Mac 2014 User’s Guide 73
CHAPTER 5
Getting paid
Getting paid is what being in business is all about, right? In this chapter, I’ll show you how to manage your
customer information and track the transactions related to getting paid.
Customer Center
The Customer Center is where you find information about all of your customers and jobs, and their associated
transactions, in one place. In QuickBooks, a customer is anyone who pays you for goods or services. A job is a
specific project or scope of work that you want to track.
You can watch a video on the Customer Center on Little Square:
http://www.qblittlesquare.com/2011/01/video-overview-of-the-customer-center/?utc_source=iph
Here you can quickly find customer contact information, what your customers bought in the past, what invoices
they've paid, the balance they owe, notes you want to keep about them, and more. You can also quickly access
transactions such as sales receipts, received payments, and statement charges.
In the default view of your Customer Center, the Customer:Jobs list is on the left side of the Center, and the
detailed information and transactions list for the selected customer or job are on the right. Use the views and icons
at the bottom of the Customer Center to manage your customers and job information.
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