Video 1 · 24:59
Private training + fillable prompt guide
AI-Assisted QuickBooks Cleanup
Learn how to clean up a DIY QuickBooks Online file — then use AI to do the heavy lifting while you stay in control.
What this is
A mini training bundle — not a full course. 3 short training videos (about 51 minutes total) in Ty’s voice + a fillable Prompt Guide. Instant access on a private page — no login needed.
What it’s for
Taking on a client who set up QuickBooks Online themselves? This bundle shows you how to find what’s wrong, rebuild the chart of accounts, and fix it with reclass journal entries — and how to hand the heavy lifting to AI at each step while you stay in control.
Video 2 · 19:00
Rebuilding the chart of accounts
Video 3 · 7:28
Importing reclass journal entries
Cleanup with AI — Prompt Guide
Six guardrailed prompts mapped to each cleanup step. Fillable PDF.
What you’ll be able to do
- 1.Run a first-pass diagnostic on a DIY file.
- 2.Map a messy chart of accounts to a clean one.
- 3.Build a QuickBooks-ready reclass journal entry import.
- 4.Clean up uncategorized items, duplicates, and odd balances with guardrailed AI prompts.
How it works
Who it’s for
Bookkeepers and accountants who take on DIY QuickBooks Online clients.