QuickBooks for Mac 2014 User’s Guide 78
copy the billing address to the Ship To field. Click Address Details to make sure each individual address field
is filled in correctly, especially if you are using Contact Sync.
What are Address Details? This window shows how the multi-line Address field displayed on the Add/Edit
Customer, Vendor, Employee, or Other Name window is separated into the individual address fields.
Note: We strongly recommend keeping the “Show this window again...” checkbox selected so that QuickBooks
can automatically alert you when it detects possible address field entry errors.
Note: The information in shaded fields is synchronized with Mac OS X Contacts and other applications that use
Sync Services.
Additional Info pane
On the Additional Info pane, enter more information about the Customer such as a category for the customer and
tax information.
• Type. A word or phase that categorizes this customer for your reports. You can choose a customer type you
have already set up from the list, or you can enter a new customer type and have QuickBooks add it to the list.
To create a customer type, choose Lists > Customer & Vendor Profile > Customer Type. For more about this, see
page 35.
• Terms. Associates a specific set of payment terms with the customer. You can choose an existing set of terms
from the list, or you can enter a new set of terms and have QuickBooks add it to the list. For more information,
see page 36.
• Rep. The initials of the sales representative who deals with this customer on a regular basis. When you write an
invoice to this customer, QuickBooks automatically associates the sales representative with every invoice you
send to the customer. This gives you the ability to create sales reports that are subtotaled by sales
representative.
• Credit limit. (Optional)The credit limit that the customer has with your company. QuickBooks remembers the
limit and warns you when the customer is about to exceed the limit.
• Opening balance/As of. Applies only if you are setting up records for a new QuickBooks company. They help
you establish a correct accounts receivable balance as of the start date you chose for your QuickBooks records.
o In the Opening Balance field, enter the amount this customer owed as of your start date.
o In the “as of ” field, enter your QuickBooks start date.
Important: Leave these fields blank if you are planning to set up one or more jobs for this customer.
QuickBooks will calculate the overall balance for this customer from the balances you enter for the individual
jobs.
To keep your records up to date, enter all historical transactions from the day after your start date through today.
For example, if you wrote invoices to this customer between your start date and today, you must enter those
invoices into your QuickBooks records. This gives QuickBooks the ability to provide full financial reports for your
company for any period of time after your start date.
• Customer is taxable/Tax Item. When this checkbox is selected, QuickBooks automatically calculates sales tax
for each taxable item you sell to this customer. QuickBooks uses the sales tax rate specified in the Tax Item
field. If you do not charge sales tax to this customer, clear the checkbox. If these options do not appear, it
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