Crystalynn Shelton - Mastering QuickBooks® 2022: The bestselling guide to bookkeeping and the QuickBooks Online accounting software, 3rd Edition

Mastering QuickBooks 2022

Third Edition

The bestselling guide to bookkeeping and the QuickBooks Online accounting software

Crystalynn Shelton, CPA

BIRMINGHAMMUMBAI

Mastering QuickBooks 2022

Third Edition

Copyright 2022 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Producer: Tushar Gupta

Acquisition Editor Peer Reviews: Saby Dsilva

Project Editor: Namrata Katare

Content Development Editor: Lucy Wan

Copy Editor: Safis Editing

Technical Editor: Tejas Mhasvekar

Proofreader: Safis Editing

Indexer: Hemangini Bari

Presentation Designer: Ganesh Bhadwalkar

First published: December 2019

Second edition: January 2021

Third edition: January 2022

Production reference: 01270122

Published by Packt Publishing Ltd.
Livery Place 35
Livery Street
Birmingham B3 2PB, UK.

ISBN 978-1-80324-428-0

www.packt.com

To my mother, Mary A. Moore, and my mother-in law, Florence J. McGrue, who are smiling down on me from heaven; to my husband, Charles, for always being loving and supportive; to my siblings, Cynthia, James, and Jay; and to my niece and nephews, Jonathan, Dante, Taelor, and Braylon, who make me proud to be their Aunt! To my fellow accountants, bookkeepers, and tax professionals, who spend countless hours doing their part to help small businesses succeed I salute you.

Crystalynn Shelton, CPA

Crystalynn Shelton , CPA is the author of two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. She has a degree in accounting from the University of Texas, Arlington, and is a licensed CPA and Advanced Certified QuickBooks ProAdvisor. Crystalynn has managed accounting teams at Fortune 500 companies such as Texaco and Paramount Pictures. She ran her own bookkeeping practice for 3 years and worked for Intuit (QuickBooks) for 3 years as a senior learning specialist. Crystalynn provides training, consulting, and coaching services to small businesses looking to get a handle on their bookkeeping. She is also an adjunct instructor at UCLA Extension, where she teaches accounting, bookkeeping, and QuickBooks to hundreds of small business owners and accounting students each year.

When she is not working, she enjoys traveling and trying new restaurants with her husband. Visit her website at https://crystalynnshelton.com/ to sign up for her monthly blog.

To the editors, proofreaders, and technical writers at Packt, thank you for all of your hard work to help make this book possible. To the small business owners all over the world, YOU are my inspiration for writing this book. I hope it helps you to understand how important it is to stay on top of your business finances.

Dominique Waits is a CPA, Chartered Global Management Accountant, and Certified QuickBooks ProAdvisor (recognized as a Top 100 ProAdvisor) with over 25 years of experience in both public accounting and private industry and an exceptional record of service. She is currently employed by Blue & Co., CPAs, a regional public accounting firm with offices in Kentucky, Indiana, and Ohio. She serves as a manager in the tax and business service departments, where she supports multiple clients with tax return preparation, financial planning, outsourced accounting, and QuickBooks services. She is also a trainer and consultant for a vast array of QuickBooks products including Desktop, Online, Enterprise, Point of Sale, and Payroll, with accounting expertise both as a CPA and a business owner.

Dominique is married and the mother of a teenage daughter, who she spends most of her free time chauffeuring and cheering on at sports events. She and her family enjoy working at their church, volunteering, and vacationing on a beach whenever possible. When Dominique has a moment to relax, she enjoys lounging with a glass of iced tea and a good book.

I would like to first thank my husband, Chris, and my daughter, Mackenzie, for allowing me to use some of my free time to review this manual. They understood that this was an important opportunity and encouraged me along the way. I would also like to thank my employer, Blue & Co., for supporting this project and sharing their enthusiasm, and particularly Director John Copeland for his encouragement.

Join the books Discord workspace for a monthly Ask me Anything session with the author: https://packt.link/QuickBooks