QuickBooks for Mac 2014 User’s Guide 79
means that sales tax is turned off in QuickBooks. This could be because you indicated that you don't charge
your customers sales tax when you were setting up your QuickBooks company through the New Company Setup
Assistant. Tip: Ordinarily you don't charge sales tax on items that a customer buys for resale. If this customer is
strictly a resale customer, be sure to clear the “Customer is taxable” checkbox.
• Resale number. If the customer has a resale number, enter the resale number. This field is for your information
— what you enter will not affect your reports, or how sales tax works in QuickBooks.
You can also create custom fields to capture information that is important to your business but QuickBooks does
not provide a field for such as spouse's name or the customer's website.
Payment info (if you use Merchant Services)
Note: You must have an Intuit Merchant Account to process credit or debit cards for payment.
On the Payment Info pane, enter customer credit or debit card information. (You must have a Merchant Service
account that is connected to QuickBooks to see this pane.) You can then use the card(s) to process payment
transactions for this customer. To view transaction information for a card, click the card in the Card Activity list
then double-click a transaction in the Card Activity list. This accesses your online Merchant Service account. Log in
to view details on credit card transactions. See page 108 for information about accepting credit cards as payment.
Notes
When you open a customer or job in the Customer Center, you'll see that each one has a Notes pane. This is a
notepad where you can keep notes about a customer or job.
• Click Date Stamp to add the current date to the note.
• Click New To Do to enter a note.
• Use To Do notes to remind yourself about tasks you need to complete by a certain date. QuickBooks adds each
note to the Reminders list when the note's reminder date arrives.
• Add a reminder to your To Do notes by editing Notes for a customer. In the Customer Center, select the
customer name and click Edit Notes in the top right corner.
• You can view your reminders, including your To Do list, on your Company Snapshot or by clicking Reminders on
the toolbar.
• When you've completed a To Do note, edit the note and mark the To Do note as Done.
• View notes when you are using the customer or job in a transaction by choosing Edit > Notepad.
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