QuickBooks for Mac 2014 User’s Guide 77
Adding or editing a customer
Throughout QuickBooks, you select a customer from a list. If you create an invoice, you select the customer you're
sending the invoice to. Then QuickBooks inserts the billing address for that customer and tracks the invoice. So you
need to add customers for them to appear in those lists. You'll enter your customer's contact information and
maybe a few more details. You can then edit that customer over time, including adding notes and To Do list items.
To add or edit a customer:
1 Choose Lists > Customer:Jobs or choose Customers > Customer Center.
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Add new customer
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Click the + menu at the bottom of the customer list and click New Customer.
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Or Control-click anywhere in the Customer:Jobs list and choose New Customer from the
shortcut menu.
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Edit existing customer
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Double-click the customer name.
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Or select the name of the customer and click the Edit button at the bottom of the list.
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Or in the Customer:Jobs list, Control-click the name of the customer you want to edit and
choose Edit Customer:Jobs from the shortcut menu.
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Or (in Customer Center), select the name of the customer you want to edit in the
Customer:Jobs list and click Edit Customer in the top right corner of the center. Note: You can
click Expand to expand the Customer:Jobs list to the full Customer Center.
2 In the Customer field, enter the name of the customer, as you'd like it to appear on your
Customer:Jobs list. For example, if the customer is Hayley Green and you want the list to show last
names first, you would enter Green, Hayley. If the customer is a business, like Babcock's Music Shop,
the enter the name that way.
3 Continue to enter the information you want to keep on the customer.
Address pane
On this pane, enter the contact information for the customer. If you entered a business name for the Customer
name, then you may want to use this area to enter the name of your contact at the business, such as the
bookkeeper because that's who you'll be sending your invoices to.
• How is are the Email and CC addresses used? When you create a form, like an invoice, you can email that
form to your customer. QuickBooks uses the email addresses you enter in Email and CC to email that form. You
can enter multiple addresses in each field, separating each address with a comma.
• What's the difference between Bill To and Ship To?
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Bill To. Enter the address, as you want it to appear on printed invoices, checks, and other forms. Click
Address Details to make sure each individual address field is filled in correctly, especially if you are using
Contact Sync. The address information you enter can be exported for mail merge. If you use mail merge,
be sure to include in the last line of the address the two letter state abbreviation and the zip code. This
ensures that the address will print correctly in mail merge documents.
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Ship To. If the customer has a separate shipping address, enter the address, as you'd like it to appear on
printed invoices and other forms. If the shipping address is the same as the billing address, click Copy to
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