Feeling overwhelmed with the set-up of your new QuickBooks Online account? 
Hello, I'm Steve and I'm here to help guide you to having peace, clarity, and freedom with your bookkeeping. My course is designed to help small business owners set-up their Quickbooks Online software the correct way the first time and use it successfully for years to come.
For the past 10 years I been avid user of QuickBooks. I started my bookkeeping journey to support my wife's various businesses. Along the way I've transitioned from QuickBooks Desktop to QuickBooks Online. In the spring of 2017, I left my corporate trainer job to launch Sequentia Solutions. A firm that provides Quickbooks product support, implementation, training and consulting.

Mission - To empower small business owners with clarity, freedom, and peace in their bookkeeping and information systems.

Vision - To positively transform our customers lives.

Achievements and Connections!
  • Certified QuickBooks Advanced Online ProAdvisor
  • Attendee at the annual QBConnect conference in San Jose, CA
  • Mentor for new QBO ProAdvisors within the online QBCommunity
  • LaunchSA mentor in San Antonio, TX
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Course Lessons
QuickBooks Online Subscription Plans
Discover which QBO subscription plan is the right fit for your business and budget. Having a QBO subscription allows you to upgrade your product features to grow with your business needs.

Learn how to hit the ground running with how to navigate around the QBO interface. Former users of QuickBooks Desktop will benefit from the new look and feel that QuickBooks Online has that is drastically different. 
Tips & Tricks
There are lots of little clever tips and tricks that you will learn. My mission is to help you get downright giddy after receiving the knowledge I have to share with you. 
Chart of Accounts
This lesson will teach you the core fundamentals of establishing a solid Chart of Accounts. Setting up your Chart of Accounts is like establishing the blueprints for your building. Discover how to set up the following accounts.
  • Assets
  • Liabilities
  • Equity
  • Income
  • Expenses
Adding Users
Discover how to add your bookkeeper and CPA accountant users. Depending on which version you have, you can also add team members with different admin permissions.
Products and Services
Learn how to setup your Products and Services list so that you can include those items in your invoices and sales receipts. Discover the relationship between your Income accounts in your Chart of Accounts towards the Products and Services. 
Customers and Vendors
Learn how to track key details of your customers and how to find those contact details via search. Vendors is the term QBO uses for your suppliers for money going out. Discover how to track and classify Vendors who are eligible as 1099-MISC subcontractors.
Bank Feeds
This lesson will teach you the core fundamentals of establishing a solid grasp on the bank feeds. The bank feeds is a powerful feature that allows you to pull financial transactions from your bank and credit card accounts.
Sales and Revenue Transactions
Learn how to create a sales form to recognize revenues. 
  • Invoices 
  • Sales Receipts
Easily track which customers which customers have open invoices.
QuickBooks Payments
Take advantage of being able to invoice your customers via email. With online invoices and your QB Payments account, you can easily get paid with credit card processing or ACH bank transfers.
Expense & Purchase Transactions
Learn how about how to effectively use the following forms
  • Expense
  • Check
  • Bill
Undeposited Funds
Learn common mistakes about the undeposited funds that tangle up big messes in QBO. Discover best practices for workflows involving the undeposited funds as it relates to batched check deposits.
Transfers record moving funds from different accounts. Get comfortable with using transfers to record credit card payments or connecting Paypal to Checking accounts.
Bank Reconciliations
It is surprising how many business owners do not reconcile their accounts. After you watch this lesson, you will learn how to reconcile your accounts and the importance it plays in the life of your business. 
Profit and Loss Reports
The Profit and Loss report summarizes revenues, costs and expenses incurred during a specific period of time. Learn how you can run yours like a pro. This financial report is also known as the Income Statement or P&L
Answers with QuickBooks Online Community
Learn where you can join an enthusiastic community of entrepreneurs and bookkeepers who provide support to your questions. 
Answers before you ask
Who is this course best suited for?
This course is ideal for an entrepreneur who is the beginning stages of starting their business. They have obtained a new formed business entity in the United States and  have opened up a new business checking account using their new EIN number. 
What concrete lessons learned will I take away after taking the course?
You will learn how to set up a brand new QuickBooks Online account, properly connect your business checking account to the bank feeds, reconcile your bank account and run an accurate Profit and Loss report.
Who is this course not for?
This course is not suited for learning how to manage sales tax and payroll tax compliance. It is not suited for established business that are mature and have been using QBO for a long time. It is also not meant to be used to learn how to do a major cleanup project nor inventory management.
What is your refund policy?
100% satisfaction money back guarantee
Begin your QUICKBOOKS ONLINE class now!

Instant access to all 16 videos (3.5 hrs of instruction)
Bonus content resources
24/7 access to the videos

Instant access to all 16 videos (3.5 hours of instruction)
3 hour consultation with Steve (For new QBO account setup)
Bonus content resources
24/7 Access to the videos

A few nice words about Steve
"Steve Chase is an excellent teacher and trainer. He has been immensely helpful in transitioning my business to QuickBooks online. His knowledge across the board goes deep. However, what I like most about Steve are his demeanor and composure. He is not judgmental and very patience in helping me maneuver about QB even when I cannot be particularly articulate where I needed guidance. A new year is beginning, and I feel more comfortable knowing that I have Steve in the background."
​​​​​​​- Larry
"Steve has been such a great help to us as a small startup design studio. We were not versed in Quickbooks or accounting and he helped us navigate how to financially start a company in the right direction."
​​​​​​​- Caleb
Get the results you are after or your money back guaranteed!
"You don't have to be great to start but you do have to start to be great!" Zig Ziglar.
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