Diagnostic Review - QuickBooks Online

  • Course
  • 40 Lessons

Watch Rachel perform a full diagnostic review in QuickBooks Online using both a messy fictional file and the QBO test drive, Craig’s Design & Landscaping. Learn how to assess accounts, spot common issues, take notes, and prepare for cleanup. Includes mock client calls and a pricing calculator to help you scope and price real-world projects with confidence.
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Contents

Welcome

Check out our intro video to get a taste of what's coming and download your infographics and handouts.

Introduction
  • 1 min
  • 19.4 MB
Infographics, Files & Handouts

    Discovery Calls

    Listen in on mock discovery calls! Where you learn what clients think they need, and the bookkeeping issues they're facing.

    Mock Discovery Call with Christy Decker
    • 2 mins
    • 61.2 MB
    Mock Discovery Call with Terri Bork
    • 3 mins
    • 132 MB
    Interview w/Terri Bork
    • 11 mins
    • 477 MB
    Interview w/Christy Decker
    • 26 mins
    • 844 MB

    Diagnostic Review - Fanciful Frog Flowerworks

    Follow along while I do a diagnostic review of a fictitious company in QuickBooks Online with a lot of problems! It covers trial balances, account analysis, and key financial aspects for a thorough bookkeeping cleanup.

    Identify Scope and Export a Trial Balance
    • 12 mins
    • 85.5 MB
    Start Making Notes and Reviewing the Checking Account
    • 16 mins
    • 139 MB
    Review the Remaining Bank Accounts
    • 7 mins
    • 51.7 MB
    Review Accounts Receivable
    • 14 mins
    • 129 MB
    Review Inventory
    • 5 mins
    • 51.7 MB
    Review Undeposited Funds
    • 7 mins
    • 67.1 MB
    Review Accounts Payable
    • 6 mins
    • 98 MB
    Credit Cards Without Sub Accounts or Cardholder Accounts
    • 4 mins
    • 37.8 MB
    Credit Cards With Sub Accounts or Cardholder Accounts
    • 6 mins
    • 48.2 MB
    Loans, Hidden Banks and Equity
    • 16 mins
    • 176 MB
    Income
    • 15 mins
    • 200 MB
    Cost of Goods Sold
    • 4 mins
    • 22.7 MB
    Retirement Account
    • 6 mins
    • 63.2 MB
    Expenses in General
    • 10 mins
    • 137 MB
    Books Review
    • 6 mins
    • 60.4 MB
    Final Review Notes
    • 8 mins
    • 31.2 MB
    Pricing Calculator Instructions
    • 14 mins
    • 177 MB

    Diagnostic Review - Craig's Design and Landscaping Services

    Follow along while I do a diagnostic review of Craig's Design and Landscaping Services, the QuickBooks Online test drive file.

    Getting Started
    • 5 mins
    • 14.7 MB
    Review Chart of Accounts
    • 3 mins
    • 55.4 MB
    Review Bank Accounts
    • 10 mins
    • 140 MB
    Review Inventory
    • 1 min
    • 17.2 MB
    Review Accounts Receivable
    • 9 mins
    • 113 MB
    Review Undeposited Funds
    • 3 mins
    • 28.7 MB
    Review Accounts Payable
    • 5 mins
    • 50.8 MB
    Review Credit Card Accounts
    • 4 mins
    • 56.3 MB
    Review Payroll Liabilities
    • 2 mins
    • 23.3 MB
    Review Loans
    • 3 mins
    • 33.8 MB
    Review Equity
    • 5 mins
    • 15.4 MB
    Review Income
    • 9 mins
    • 39.7 MB
    Review Cost of Goods Sold
    • 4 mins
    • 46.6 MB
    Review Expenses
    • 9 mins
    • 106 MB
    Final Review
    • 11 mins
    • 155 MB
    Pricing the Clean Up
    • 15 mins
    • 221 MB

    Wrap Up

    Wrap Up & Thank You
    • 2 mins
    • 12.7 MB