Learn QuickBooks the Right Way — With Expert Guidance Built for Your Business.

Whether you’re brand new to QuickBooks or just need to sharpen your skills, Sedgwick Business Solutions offers flexible training options to meet you where you are. As a certified QuickBooks ProAdvisor, Jim Sedgwick delivers practical, no-fluff training that translates directly to how your business operates.

Training Options

🖥️ Online Q&A Workshops

Join our scheduled online sessions for a live, interactive Q&A covering the most common QuickBooks topics. Great for business owners and staff who want guided instruction and the ability to ask questions in real time.

👤 Individual Training

One-on-one sessions focused specifically on your QuickBooks file and your business workflow. This is the fastest way to get up to speed and get your questions answered without distractions.

Schedule a session →

👥 Group Training

Train your team together. Group sessions are available for businesses that want consistent QuickBooks knowledge across their staff. Contact us to discuss your team’s needs and availability.

In-person training is available at our DuBois location. Book now or contact us to schedule.

What We Cover

Q&A sessions and training cover a broad range of QuickBooks topics, including:

🧭 Navigating QuickBooks

Finding what you need quickly — menus, shortcuts, and layout
Setting up your Preferences
Snapshots: Quick reports to start your day
Using the Calendar function
Vendor Center, Customer Center, and Employee Center

📤 Accounts Payable

Entering Bills and Paying Bills
Entering Credit Card Transactions

📥 Accounts Receivable

Setting up your Items and Services
Creating Estimates
Creating Invoices and receiving Payments
Adding Deposits
Recording Sales Tax in QuickBooks

🏦 Banking & Reconciliation

Bank Feeds — connecting and managing
Bank and Credit Card reconciliation
When to use journal entries — and when you don’t: Best Practices

📊 Reports

Balance Sheet and Income Statement
AR Aging Summary and Open Invoice Report
AP Aging Summary and Unpaid Bills Report
Using Lists
Customizing Forms and Reports

➕ Additional Topics

Customizing your Invoice and Statement Templates
Creating Budgets in QuickBooks
Users and Passwords
Using the 1099 Wizard

Ready to get started?

We make it easy to learn QuickBooks at your own pace and on your own schedule. Individual sessions, group workshops, and in-person training are all available.

Making Business Easier, One Solution at a Time.