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.

Cleanup QuickBooks Payments after BBVA to PNC bank merge

Users of QuickBooks Online and QuickBooks Payments had a situation when BBVA changed to PNC. This video tutorial is an educational lesson on some of my methods of going about trying to cleanup potential duplicate income. Get free trial of Rewind Backups here - https://rewindio.grsm.io/hn7nw5voyc5p Want to get 30% off QBO for first 12 months - https://quickbooks.intuit.com/partner... Sign up with Relay bank which is meant for technology and bank feeds - https://app.relayfi.com/register?refe.... Disclaimer - Some links may result in a small commission paid to me for new customer signups. Thanks for supporting the channel. Email questions to [email protected] or schedule an intro call with me to see if we can work on a project together [...]

By |2022-03-08T21:46:46-06:00March 4th, 2022|QuickBooks Online|0 Comments

Undo a Deleted Purchase Order using Rewind Backups

With Rewind Backups, it's possible to undo a mistake in Quickbooks online. In this video I will share an example where a deleted Purchase Order is restored. This is only possible for deleted items occuring after you install Rewind Backups. Start a free trial of Rewind Backups - https://rewindio.grsm.io/hn7nw5voyc5p Get QBO at 30% off for first 12 months https://quickbooks.intuit.com/partner... Disclaimer: Links may contain a commission that I receive which supports this channel.

By |2022-03-14T15:48:16-05:00January 26th, 2022|QuickBooks Online|0 Comments

How to Reconcile Payment Methods in QuickBooks Online

This video shows how to reconcile payment methods in QuickBooks Online. Save 30% off for 12 months - https://quickbooks.intuit.com/partners/irp/qbo/?cid=irp-33189#pricing Backup for QuickBooks Online solutions with Rewind. My favorite app for QBO backups. https://rewindio.grsm.io/hn7nw5voyc5p Email Steve questions at [email protected] Disclaimer - I offer affiliate links. This may result in commissions being paid to me by 3rd parties which will have no impact on the buyer.

By |2022-03-14T15:44:51-05:00January 26th, 2022|QuickBooks Online|0 Comments

Bank Feeds in QBO (Accountant View or Business View) Which one is best for you?

This tutorial shows the major differences of views between "Business View" and "Accountant View" while working in the bank feeds in QuickBooks Online. When you are in the Accountant view you will see "add" but when you are in the Business view you will see "confirm" which could either mean confirm to add or confirm to match. Confusing I know, that is why I prefer the Accountant view 100%. Even if you are not an accountant I would almost always recommend changing your view to the Accountant View. To change view click on the gear icon and then select "Accountant View".

By |2021-12-10T10:28:40-06:00December 10th, 2021|QuickBooks Online|0 Comments
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