From the Publisher

Introducing Author & QuickBooks Top 100 ProAdvisor, Crystalynn Shelton

Crystalynn is the author of the Amazon bestselling franchise Mastering QuickBooks 2020, 2021, 2022 and now 2023. In addition to being a licensed CPA and a QuickBooksTop 100 ProAdvisor, she's been certified in QuickBooks for 12 years and has taught bookkeeping to small business owners, aspiring bookkeepers, and accountants at the University of California, Los Angeles, for 13 years. In addition to writing books, she has a weekly blog and a self-paced online course designed to teach anyone without a bookkeeping background how to use QuickBooks Online to manage their business finances. With the small business owner in mind, Crystalynn has written this book to be beginner-friendly so that you don’t get bogged down with accounting jargon.

What You'll Learn

In Mastering QuickBooks 2023, author Crystalynn uses Small Business Builders, LLC, a fictitious business, to demonstrate the concepts taught in this book. You'll learn what QuickBooks is, what it does, and how to select the right subscription plan for your business.

Next, she takes you through the setup process which includes adding your company logo, contact information, and determining the payment terms for customers and vendors. You’ll learn how to add your clients and vendor suppliers in QuickBooks as well as the products and services that you sell.

There are instructions included to access a free sample QuickBooks file that you can use to practice what you learn in each chapter OR better yet, set up your own business using the concepts you’ve learned!

You'll also find the following tools and resources:

Links to Intuit video tutorials
Checklists to keep you on track
Pro tips throughout each chapter
QuickBooks shortcuts
Flashcards and mock papers found on the Mastering QuickBooks website

Use this book for

Record payments on the cloud

Any small business needs a way to keep track of their ins and outs. QuickBooks Online allows you to do this on the cloud, and Mastering QuickBooks 2023 will not only show you how to record sales transactions and expenses from scratch, but also how to import transaction records from Excel files, CSV or PDF files from banks, pen and paper, and QuickBooks Desktop.

Save time when managing finances

QuickBooks makes bookkeeping easier. You’ll learn how build a template for recurring transactions so you can easily record your regular customers and vendors. When you need to reconcile your account, you can save hours of time by automatically recording bank transactions!

Budget with reports

Learn how to use QuickBooks to create and customize reports, as well as import budgets into the Report Center. This includes company overview reports, sales and customers reports, expenses and vendors reports, products and services lists, managing payroll, and more!