Mastering QuickBooks® 2022
Third Edition
The bestselling guide to bookkeeping and the QuickBooks Online accounting software
Mastering QuickBooks® 2022
Third Edition
Copyright © 2022 Packt Publishing
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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: 4241122
Published by Packt Publishing Ltd.
Livery Place 35
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Birmingham B3 2PB, UK.
ISBN 978-1-80324-428-0
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
, 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.
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 book’s Discord workspace for a monthly Ask me Anything session with the author: https://packt.link/QuickBooks
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