/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.

How to export the QuickBooks Online proft and loss report to Excel

The Profit and Loss report is a financial document that shows income and expenses subtotals for a certain period of time. It is a very important document that is needed to report income for a tax period year. The report is also known as the Income Statement. Step 1: Click Reports on the left navigation tab and the select Profit and Loss report from the Business Overview category. Step 2: Change the date for the period you want to report Custom Range All Dates Today This Week This Week to-date This Month This Month to-date This Quarter This Quarter to-date This Year This Year to-date This Year to-last-month Yesterday Recent Last Week Last Week to-date [...]

By | 2018-06-09T16:58:49-05:00 June 9th, 2018|Excel, QuickBooks|0 Comments

How to connect to the bank feeds in QuickBooks Online

Instead of manually entering financial transactions, you can connect your QuickBooks Online account to the bank feeds. Bank feeds can connect to banks and credit card accounts. Step 1: Make sure that you have added the bank account or credit card account in the chart of accounts (Gear > Chart of Accounts). Step 2: Click on the Banking tab in the left menu navigation bar. Click "add account" in the upper right corner. Step 3: Enter the name of your banking institution and select the thumbnail associated with it. Step 4: Enter the same username and password that you would use to log into your bank online. Step 5: Click Continue and then select "I [...]

By | 2018-06-08T09:03:56-05:00 June 8th, 2018|QuickBooks|0 Comments