Diagnostic Review & Clean Up: Behind the scenes

  • Course
  • 18 Lessons

Go behind the scenes of our Diagnostic Review & Clean Up course. See how Rachel built the fake QuickBooks Online file—complete with realistic mistakes—plus the creative process of organizing data, testing scenarios, and even designing logos and emails for the mock company. A fun bonus look at how we made the course both practical and engaging.
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Contents

Welcome

A little introduction to this behind-the-scenes look at making the Diagnostic Review & Clean Up course.

Introduction
  • 1 min
  • 26.2 MB

Behind the Scenes

Take a sneak peek 'Behind the Scenes'! We'll get into the fun stuff, like playing with data, fixing mistakes, and setting up all the quirky bits. It's a mix of mess-ups, fixes, and creative hacks!

Creating a Duplicate Bank Account
  • 8 mins
  • 132 MB
Using Trello to Stay Organized
  • 6 mins
  • 127 MB
Payroll JE Creation
  • 5 mins
  • 73 MB
New Bank Data Without Payee
  • 11 mins
  • 189 MB
Creating a Personal CC That is Used for Business and Personal
  • 8 mins
  • 141 MB
Making a Logo to Go With the CC
  • 12 mins
  • 263 MB
Creating a Pricing Calculator
  • 7 mins
  • 82 MB
How to Export Data From QBO to SaasAnt
  • 7 mins
  • 147 MB
A Bank Reconciliation is Messed Up
  • 2 mins
  • 14.1 MB
I Messed Up Upload Invoices and Then Fixed It
  • 9 mins
  • 131 MB
Restore via Rewind for Credit Card Recon Demo
  • 6 mins
  • 65.6 MB
Testing Using DropSuite to Create a Duplicate File
  • 15 mins
  • 55 MB
Taking a Backup Using Rewind and DropSuite
  • 6 mins
  • 85.9 MB
Failed Restore Using DropSuite for Credit Card Recon Demo
  • 7 mins
  • 71 MB
Setting Up a Fake Client Email
  • 3 mins
  • 32.3 MB
Video Work Flow & Randomness
  • 6 mins
  • 105 MB

Wrap Up

Time to wrap up! Join me for a heartfelt thank-you and acknowledgment to everyone who helped along the way.

Wrap Up & Thank You
  • 2 mins
  • 12.7 MB