Accounting with Ty
Course

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.

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.

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 1 · 24:59

Why DIY QuickBooks setups go wrong + a diagnostic checklist

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.

  1. 1.Run a first-pass diagnostic on a DIY file.
  2. 2.Map a messy chart of accounts to a clean one.
  3. 3.Build a QuickBooks-ready reclass journal entry import.
  4. 4.Clean up uncategorized items, duplicates, and odd balances with guardrailed AI prompts.
Watch the stepPaste the promptReview what AI gives you

Bookkeepers and accountants who take on DIY QuickBooks Online clients.