/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.

Reports-Only Users in QuickBooks Online

How to create reports-only users using QuickBooks Online Plus and Advanced. Understand how to set this up, step by step and see all the permissions a reports only user has. Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189

By | 2021-10-02T19:55:21-05:00 October 2nd, 2021|QuickBooks Online|0 Comments

Run Audit Log Reports in QBO to View Changes Made

This tutorial shows you how to look up changes made by QuickBooks users. The Audit Log is a report of every update made to the entire QuickBooks account. The Audit history is a report of a single transaction like an invoice. If you want to see all revision history of an invoice first open the invoice then click the "more" button located at the bottom of the screen and select "audit history". If you want to inspect changes made to the QuickBooks file on Dec 31st, then click the audit log from the tools menu after clicking the gear icon. Then filter the date to Dec 31st and click apply. Check out the other specific [...]

By | 2021-09-03T12:07:12-05:00 September 3rd, 2021|QuickBooks Online|0 Comments

Using QuickBooks Online Cash Flow Planner to Predict Future Expenses and Income

There's a new tool to all QuickBooks Online users and it is called the Cash Flow Planner. In this this step by step tutorial video, I show you how to review your future cash balance, and make predictions of future income and expenses. Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online  trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 Disclaimer: Some links I share may be [...]

By | 2021-08-28T17:14:38-05:00 August 28th, 2021|QuickBooks Online|0 Comments

How to Tag Invoices by State in QuickBooks Online

This video will show you how to tag invoices by States. This idea came to me for those sellers that are interested in tracking sales tax with economic nexus. The video will show how to run the "profit and loss report by tag" and "transaction list by tag group". Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online  trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 Disclaimer: [...]

By | 2021-08-28T09:44:36-05:00 August 28th, 2021|QuickBooks Online|0 Comments

How to set up receipt forwarding in QBO

This video will give you step by step instructions on how to set up receipt forwarding to your QuickBooks Online account. You can create your custom email that your forward or attach as many receipts as you would like. Then QuickBooks will help you match them to the correct expense or create a bill. Get QBO risk free 30-day trial then a 30- 50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189.

By | 2021-08-20T11:54:43-05:00 August 20th, 2021|QuickBooks Online|0 Comments