/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.

My QBO cleanup secrets

There often is a lot of work that goes with doing a QBO cleanup project. I've seen a lot and have learned a lot. Really it comes down to not being organized at the chart of accounts in the beginning. The good news is that you can do a cleanup but it takes a highly specialized skillset to do so. This video will share some of my secrets to doing QBO cleanups.

By | 2019-08-30T08:09:55-05:00 August 30th, 2019|OntraPort|0 Comments

How to fix undeposited funds in QuickBooks Online (QBO)

The undeposited funds is used as a holding account that can store checks you received from customers but have not yet deposited them to the bank. When you make a bank deposit of several customer payments by check or cash then it can be done in QBO in an organized way using the undeposited funds. This video will teach you how to troubleshoot the bank feeds in matching your bank deposits.

By | 2019-08-23T08:41:57-05:00 August 23rd, 2019|QuickBooks|0 Comments

Taking Strengths Finder 2.0 (One of the most valuable things I have done to grow personally and professionally)

I learned about the Strengths Finder 2.0 from Dave Stachowiak during his Coaching For Leaders podcast with Steve Dosier back in 2012. I remember being really intrigued about the Strengths Finder and how it could reveal your top strengths. But I waited another 5 years before I took it myself. What caused me to do it was that I had resigned from my corporate job and I was about to start my own business. I was coming off a 10 year trainer position (teaching Excel among other software apps like QuickBooks). So on my first official Monday on my own self-employed speaking I woke up before 5AM and took the Clifton Strengths Finder 2.0. I [...]

By | 2019-08-20T09:05:31-05:00 August 19th, 2019|Productivity Hacks|0 Comments