/Steve Chase

About Steve Chase

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.

Quickbooks Bank Feeds Webinar recorded on Nov 29, 2018

Bank feeds in QuickBooks Online are my favorite tool of QBO. Watch my webinar that teaches you how to manage the bank feeds and set up automatic rules to categorize your transactions from the checking account or credit cards. I use QuickBooks Online to run a better business. Use my referral link to get up to 50% off and a $50 Visa® Card to help with your business needs when you sign up! https://www.referquickbooks.com/s/Steve201

By | 2018-11-29T17:10:57+00:00 November 29th, 2018|QuickBooks|0 Comments

Progress Invoicing in QuickBooks Online

Let's say you need to to create and send out an invoice with 3 phases as such: Phase 1: $5000 Phase 2: $3000 Phase 3: $1000 The workflow would be to: Create Estimate (Proposal) Accepted Estimate and converted to an Invoice Custom amounts for product/service items on Invoice   Reports: You can run the "Estimates & Progress Invoicing Summary by Customer" report to see how much the balance is left from the original estimate.    

By | 2018-11-19T21:05:56+00:00 November 19th, 2018|QuickBooks|0 Comments

A productivity breakout session with Joe Woodard at QBConnect

Joe Woodard taught a breakout session at QBConnect called "Conquering task overload: The art of living with extreme productivity and intentionality." It was great to see Joe present since I have been a fan of his with his scaling new heights podcast and other resources he publishes. He started saying that it is a myth that the measurement of productivity is efficiency. Instead, the truth is the measurement of of productivity is outputs, effectiveness, and mental clarity. Results of "multi-tasking" include distraction, disrespect, inefficiency, diminished effectiveness and decreased mental clarity. Joe shared a that we can be victims of FUD (Fear, Uncertainty and Doubt). He made a point in which I greatly resonated with. That [...]

By | 2018-11-12T22:22:45+00:00 November 12th, 2018|OntraPort|0 Comments

My Journey to selecting A2X as a partner to help me with QuickBooks Online Bookkeeping

I'd like to share a story on how I became involved with A2X. It all started after I took a phone call from a prospective customer who wanted a new bookkeeper. This customer was already using Quickbooks Online and had a growing Amazon FBA seller's account. Immediately I became intrigued to see if I could find a way to guide them to success navigating around the Amazon settlement reports using QBO. Since that phone call, I have been on a journey of learning Amazon FBA bookkeeping skills! At first, I thought to solutioin would be to export the transactions from Amazon to Excel then run a PivotTable in Excel and then manually enter the sales [...]

By | 2018-11-12T21:08:45+00:00 November 9th, 2018|QuickBooks|0 Comments