QuickBooks for Mac 2014 User’s Guide 75
• Search for a customer. Use the search field above the customer list to find the customer name you need.
• Open accounts receivable. Select a customer name and click Open Accounts Receivable for that
customer.
• Edit a customer or job. Select the name of the customer or job and, click Edit Customer or Edit Job in
the top right corner of the center.
• Edit a customer group. Select the customer group in the top left of the center, then click Edit Group in
the top right corner of the center.
• Add customer's credit or debit cards. Edit customers to add their credit or debit card. Then when you
need to process a card payment, you can select the card from a dropdown list.
• Keep notes about a customer or job. Select a customer or job and then click Add Note or Edit
Note in the top right corner of the center.
• Get a map or driving directions. Select the name of a customer and click Map or Directions. Intuit Maps
displays a map or directions to the customer's address. (You must be online to get maps and directions.) I'm
getting an error with Maps and Directions.
• Sync customer contact information to Address Book. Turn on Contact Sync(Company > Contact
Sync Settings). Select names of customers you want to sync with Address Book, and then Control-click and select
Sync Customer(s) with Address Book. A dot ( ) displays to remind you which names are synced. How does
Contact Sync work?
• Change the view. By default, QuickBooks lists jobs display in a hierarchy below a customer name. Click the
arrow beside a customer name to view the jobs for that customer. You can also choose Flat View from the
Action menu ( ) which lists each entry as the customer name plus the job name. You can change the view by
selecting Hierarchical View or Flat View from the Action menu.
• Print, Save, or Email the customer list. Control-click anywhere on the customer list and then select Print
Customer List, Save Customer List as Text, or Email Customer List as PDF.
• Filter the information you see. You can filter the customer list as well as the transactions by using the
filters located under each list. For example, you can select “Customers with Open Balances” from the View
pulldown menu under the customer list, then select a customer name. Then you can use the filters under the
transactions on the right pane to filter the transactions to view “All Sales
Tips and Tricks
Try these tips and tricks to make using Customer Center even easier.
• Sort information by clicking the column titles.
• Rearrange the columns by clicking and dragging the top of a column to move it to another location.
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