About Me

SteveChaseSequentiaSolutionsGrey

I’m Steve Chase and I’m glad you are here. Welcome! My goal is to help you become more productive using business software. In May 2017 I founded Sequentia Solutions and now am on my own helping my clients grow their business systems and processes. I provide QuickBooks Online bookkeeping services, business coaching, Microsoft Office Training, and OntraPort CRM setup and maintenance.  I will keep this blog up but for new updates you will want to head over to my website, Sequentia Solutions to follow my new posts there.

I have several certifications that I worked hard to achieve and am proud to have. They include QuickBooks Online ProAdivsor, Microsoft Office Specialist Master, and OntraPort Certified Consultant.

QuickBooks ProAdvisor

 

microsoft certifications 2013 office

OntraPort Certified Consultant

My wife and I have 4 active boys and live in San Antonio. Erin started a blog in August 2008 which has is also known to many as the $5 Dollar Dinner Mom. Her simple, easy freezer cooking meals can be searched at FreezEasy.

Chase BoysChase Family Christmas 2014

A few random facts about me. I am passionate about having a good collection of sharp number #2 pencils and I love eating Almond Joy. Georgia O’Keeffe is my favorite artist absolutely love hiking at Philmont, New Mexico.

Connect with me on LinkedIn or watch my YouTube videos.

SteveChaseSequentiaSolutions

View Steve Chase's profile on LinkedIn

 

50 Responses to About Me

  1. Beverly Morgan says:

    Good luck on your new endeavor and your move to God’s country

  2. Scott says:

    Your blog is well written, easy to follow, graphics high quality.

  3. Stanley Dorfman says:

    Hi, Steve-

    I very much enjoyed your PowerPoint 2 class from New Horizons on August 31.

    So here’s the question: How would I change all the font in all the slides (style, color and size) in an existing presentation from the Master Slide that exists or, can I create a new Master Slide to accomplish this?

    Let me know if you need the presentation to answer.

    Many thanks,
    Stan

    Stanley Dorfman
    Senior Manager, Training

    Montblanc N.A.
    430 Mountain Avenue
    Murray Hill, NJ 07974

    Office: 908-508-2346
    Mobile: 610-639-3083
    Fax: 908-464-3722
    stanley.dorfman@montblanc.com

    • Steve Chase says:

      You should first open up the Slide Master View. (From the view tab). Then click on the very top slide on the left side. This one is bigger than the rest. Make font changes, bullet changes, color changes as you desire. Once out of slide master view and into the normal view take inspect to see if changes worked. There is a reset button within the slide group from the home tab if a particular slide needs to be reset from the normal view.

      Of course, it is always wise to save a back up first before taking on any major formatting changes with your project.

      Hope this helps.

  4. Nicole says:

    Hi Steve,

    I took your Access 2010 Level 2 class about a month ago. I have been writing some queries in Access and exporting them to Word as a mail merge. Recently, I have run into a barrier. One the fields in my query is a hyperlink. When I pull the field into Word, it is pulled in as plaintext and not a hyperlink. Any suggestions about how to overcome this?

    Thanks,
    Nicole

  5. Julie says:

    Hi Steve,

    I took your Excel PowerPivot class at New Horizons. I’ve been unable to import data from our Excel spreadsheet to PowerPivot, I get the following error, even with a small amount of data:
    Exception of type ‘System.OutOfMemoryException’ was thrown.

    I have 16GB RAM on my machine, with over 10GB free. I’ve seen on PowerPivotPro.com and PowerPivotFAQ.com that this is not uncommon. And a peer at another organization, working with similar data, has the same problem.

    I’m sure the data itself is part of the issue, as we do use large unique text fields. But seems like I should have enough RAM to import small spreadsheets. Any ideas??

    Thanks!
    Julie Mills

  6. Julie says:

    The linked table import worked – thank you so much!!

  7. Elli Burmeister says:

    Hi Steve, I just took your Excel Part 2 class last week and the one thing I needed to remember, I forgot. I need to get dashes out of about 4000 lines, similar to the phone number scenario you showed us in class. Would you be able to refresh me on this?

  8. Julie Burgess says:

    Hi, Steve. Enjoyed Getting Started with Quickbooks at New Horizons. Now trying to find a Quickbooks Payroll live online class. Do you do any of those?
    Thanks!
    Julie

  9. Alex Ingram says:

    Can you please add me to your email distribution list? Thanks for the helpful tips.

    • Steve Chase says:

      Alex,

      The email distribution list is self – initiated. Enter your email in the right side bar. You may need to scroll down a little to see it.

      Thanks so much for your interest in this blog!

      Steve

  10. Marc. Meisler says:

    Steve,

    Was wondering if you take specific questions on how to do something in Outlook/Word?

  11. Marc. Meisler says:

    Thanks!

    My specific question is the following: I am using a 3rd party program which takes information and creates a mail merge document in Word. It is one “document” with many pages, each with an individual letter to a different person. Instead of mailing those letters, I want to be able to email them to each individual without having to cut each page and create a separate Outlook message. The individual pages can each have an email address in them. With a large number of individuals, that would be very time consuming. I was wondering if there was a way to either automate that or if there is a 3rd party add-on which will do that?

    • Steve Chase says:

      Marc,

      Word has a built-in mail merge that allows you email the recipients either as the message or as an attachment. You also would need Outlook. But more importantly, you need to have the data source, such as an Access database, Excel spreadsheet, or a .csv file.
      My assumption is that with your 3rd party program it does not allow you to edit the mail merge process. Instead it finishes the merge for you since you have many pages. If that is the case, then you will need to try see if you can run a report with all the merge fields, then connect it to Word and then run the email-mail merge. I wrote about this process in one of my blog posts here https://stevechasedocs.wordpress.com/2013/08/24/how-to-send-an-email-mail-merge-using-word-and-outlook-together/.

      Hope this gets you on the right track.

      Steve

      • Marc Meisler says:

        I see what you are doing, but I don’t think that works for me. I’ve attached a sample Word doc of what my program puts out. This one has 3 pages, each with a separate individual letter. There is an e-mail address on each one. I want to send each separate page to a separate address. There would be many more than 3 of course and this would be on a recurring basis with different names and addresses each time.

        As I write this, I think I just came across the solution. Since I can export the data to an excel file instead of the Word doc, I can use your information and create the mail merge from the excel file. It will probably just do the trick.

        If you have a way to do what I have in my first paragraph without the excel file, I’m all ears, otherwise I think this works.

        Thanks for putting me on the right track.

        Marc Meisler

      • Steve Chase says:

        Marc,

        The Excel file sounds like the way to go. The compose your email with inserting the data fields where you need them.

        Best,
        Steve

      • Marc Meisler says:

        Just tried it and I think it works. What I did was to create my email message and save it as a template so I can use that each time I want to send it out. It will take some more playing, but I think I’ve got it. I did indeed need to use your prior posting of e-mailing a merge. Thank you so much for your help. I’ve been trying different options and programs for weeks now and I think I have it now. You are my new hero J

        Marc Meisler

  12. I think this is one of the best blogs I have come across. Simple, friendly and, most importantly, real easy solutions to real but tiny nagging problems.

    Keep it up.

  13. Stephen says:

    Hi looking for some advice on word 97 onwards documents. They have been password protected to allow read only, however the decision has now been made to remove the password. When I go into “file” and encrypt with password section the pop up appears but there is no password in it to remove. Have you any thoughts on where else the password could be entered to enable me to remove it. Thanks

    • Steve Chase says:

      The Read only password can be removed from either the Developer or View Tab. You click the “Restrict Editing” button and a task pane appears. Click “Stop Protection” from the bottom of the Restrict Editing task pane to remove the password for read only.

  14. Latha says:

    Hello Steave,
    Please can anyone help me how to create Leave Planner Template with the help of Traffic Lighter?
    The condition would be for example: if Team Size is 10 including the buffers (2), TL can approve leave at a time only for 2, the colour for 2 persons of that perticular cell should be GREEN and when 3rd person updates for a leave in template the colour should be YELLOW and more than 3 person the colour of the cell should be RED

    • Steve Chase says:

      Latha,
      I’m not sure I understand what you are going for. First in order to do the Icon Sets as traffic lights we need a column of numbers. Either the numbers will be typed in directly or they can be the result of a formula you write. After you can generate the numbers, there is a feature that can hide the numbers and display just the traffic lights when you check the box “Show Icon Only”. After you have the number column select the cells, then go to Conditional FormattingNew Rule. Format Style will be Icon Set Style is a drop down and has Traffic lights. The main thing to do while setting up the rule is to change the Type drop down from percentage to Number. For example Green Traffic Light when value is greater than or equal to 8 “Number”. Yellow Traffic Light when less than or equal to your number. Red Traffic light when less than your number. If you need to make edits, select the conditional formatting button then choose manage rules either with the selected cells or entire worksheet. The conditional formatting part should be pretty smooth, but maybe harder will be writing the formula underneath. It might require using some logic functions including the IF, AND, and OR functions.

  15. Latha says:

    Hello Steave,
    Please can you help me how to create Leave Planner Template with the help of Traffic Lighter?
    The condition would be for example: if Team Size is 10 including the buffers (2), TL can approve leave at a time only for 2, the colour for 2 persons of that perticular cell should be GREEN and when 3rd person updates for a leave in template the colour should be YELLOW and more than 3 person the colour of the cell should be RED

    • Steve Chase says:

      Latha,
      I’m not sure I understand what you are going for. First in order to do the Icon Sets as traffic lights we need a column of numbers. Either the numbers will be typed in directly or they can be the result of a formula you write. After you can generate the numbers, there is a feature that can hide the numbers and display just the traffic lights when you check the box “Show Icon Only”. After you have the number column select the cells, then go to Conditional FormattingNew Rule. Format Style will be Icon Set Style is a drop down and has Traffic lights. The main thing to do while setting up the rule is to change the Type drop down from percentage to Number. For example Green Traffic Light when value is greater than or equal to 8 “Number”. Yellow Traffic Light when less than or equal to your number. Red Traffic light when less than your number. If you need to make edits, select the conditional formatting button then choose manage rules either with the selected cells or entire worksheet. The conditional formatting part should be pretty smooth, but maybe harder will be writing the formula underneath. It might require using some logic functions including the IF, AND, and OR functions.
      Steve

  16. Joseph Houston says:

    Hi Steve,

    I like all of the help that you give and thank you!

    I have a question on date formatting in Excel. I am trying to set a date threshold but all of the dates are different within my worksheet. Example: I have training that must be accomplished every three years by my team, however, they do not all do the training at the same time. I may even get new members that took it some time ago but are still within their three year window (not required to re-accomplished just because they moved departments), but I must now track it as they are under my supervision now. How do I set the sheet to tell me when EACH person is within a 6 month window of expiration based on the date they last took it that will highlight the date due next, 6 months out from that due date?

    (Cell A) (Cell B)
    Date Taken Date Next Due
    6/9/2015 6/9/2018
    6/11/2013 6/11/2016
    12/23/2014 12/23/2017

  17. Manuel Huertas says:

    Hi Steve,

    I pass Excel 2013 Core, Excel 2013 Expert Part 2, but Excel 2013 Expert Part 1 y fail. I need your high recommendation because is the only that I can’t pass. Please, tell me tips because I need pass.

    Thanks!!

    • Steve Chase says:

      Hi Manuel,
      First off, congratulations on passing the Excel 2013 Expert Part 2. That is a difficult test. I read two books that helped me passed my Excel 2013 Expert exams. MOS 2013 Study Guide for Excel Expert by Mark Dodge. The second book was from CCI Learning and it was called Excel 2013 Expert. I also did the GMetrix exam prep. Neither of these resources covered everything 100% but I sure did benefit with learning new things while going through the material. Another excellent resource is Mike Girvin’s ExcelIsFun YouTube site. I watched examples of Lookup Function,
      AND & OR Criteria Calculations, and
      Conditional Formatting Rows.
      The good news is that you have seen the part 1. Like you, I also failed the first time I took the Expert Part 1 Excel. I passed it my second time. So at least you know what parts you need to work on. I would go to the ExcelIsFun site and search by category. Also, the Microsoft site training had some good videos as well to watch. Good luck!
      Steve

  18. Diana Hernandez says:

    Hi Steve
    I took a class at Trinity – Excel part Two and the code i have is wrong
    NM7BBA40GY

  19. Gina G says:

    Hi Steve-

    Thanks so much for all of this helpful information. I was wondering if there is access to download Excel and Powerpoint Free to my computer as my programs were erased when I got the computer wiped at the Mac store a few years ago. I’ve always relied on my work computer, but now I am using my personal computer.

    Thanks so much,
    Gina

    • Steve Chase says:

      Hey Gina,
      Well Microsoft Office comes in two flavors. Free and Paid. The difference is that the free version is only available with a Microsoft ID and includes the basics of Word, Excel, PowerPoint and OneNote. You would save your documents to the cloud via OneDrive. You then could edit the documents from any device with Internet. You can get started on a MAC or PC at http://www.onedrive.com and sign up for a free account. The paid for version of Office is a monthly fee and includes downloading full desktop versions of the latest Microsoft Office office including Outlook. Hope that helps. Unless you need to do major editing of documents, you might be ok with the free version.

  20. Caroline M says:

    Hi Steve, thanks for the income and expense monthly very useful but I would like to filter out the zeros on the year summary worksheet when there are no values for that expense in the particular month, just find it a bit busy….quick way would be to delete the formula in the cell that has no monthly expense but wanted to know the proper way rgds Caro

  21. Jessica says:

    Any resources you know of about how to set up auto-fill in a form?

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