Quickbooks Online – Free For Clients of KWB

Written by Shelley Ricketts on May. 16, 2017

QuickBooks Online (QBO) is a cloud based version of the traditional QuickBooks desktop accounting software that offers some great features and accessibility not available from the desktop environment. Cloud basically means it resides on and is accessible through the internet.

We like it so much that effective July 1, 2017 we are offering it at no charge for our clients just so that you can see the benefits first hand.

Our free offer includes the Quickbooks Online Plus monthly software cost but does not cover any payroll charges.

Effective July 1, 2017 we are offering it at no charge for our clients

Just think…no more backing up your data, no more program updates to install and no more waiting until you get to the office to create an invoice or receive a payment.  You can use your smart phone, tablet or computer for anytime, anywhere access to your data – a great option for business owners who are on the go and need to manage company finances from wherever business takes them.

The added feature of being able to share your data directly with KWB allows us to have real time access to your data and offer real time support when you need it.  There’s also the benefit of not sending in a flash drive or creating a back up of your file to transfer in at year end – we’ll have the information we need right away.

QBO is not for everyone, not yet.  The cloud version of QuickBooks is best suited to small business owners who don’t process advanced inventory transactions, who have a small number of employees and who don’t need a sophisticated multi-user environment (QBO can support as many as 5 concurrent users depending on the product version you are using).

We can do all of the data entry and accounting for you

Wondering if QBO is the right option for your company?  We can help you!  Contact us if you’d like to learn more about accounting in the cloud or if you would like us to help you get set up properly. We are able to help you transition from Quickbooks desktop, Sage or other programs and as well we can set you up from scratch.  We also offer training to help get you started.

Or if you prefer we can do all of the data entry and accounting for you using QuickBooks Online so that you can monitor and analyze your corporate results on a regular basis without you doing all the accounting work.

For more detailed information please call KWB at 780-466-6204 or email us by clicking here.

Thanks to Shelley Ricketts of KWB Chartered Accountants for providing this content.

 

Shelley Ricketts

Shelley Ricketts

Cloud Accounting Manager

Shelley joined KWB in January 2011 as a part-time accounting technician subcontractor. Prior to joining KWB, she worked in a similar role with a smaller accounting firm for over twelve years but was looking for a change and KWB delivered the work environment and flexibility that she was looking for.

Along with many years of public accounting experience, Shelley brings an extensive bookkeeping background to KWB and is a Certified QuickBooks ProAdvisor (QBO Advanced Certification, QB Desktop Certification and NAIT Accelerated Accounting Certification), as well as being a Workflow Implementation Specialist (or as Shelley calls it, the Cloud Whisperer), In addition to working on corporate files, she also provides remote and on-site client training and assistance in both Quickbooks and Simply Accounting.

Shelley lives outside of Sherwood Park on an acreage with her husband and two boys, three horses and two dogs. Away from work and the acreage, she enjoys camping trips with the family and afternoon trail rides with friends.

Shelley is the Treasurer for the War Horse Awareness Foundation and has been since the Foundation began.

Shelley’s favourite quotation: “What you do today can improve all your tomorrows” – Ralph Marston.

Shelley's Contact Information

Other Posts by Shelley

May 22 2018
Quickbooks ProAdvisor

There are many benefits that KWB receives as a member of the Quickbooks ProAdvisor program and can pass along to you. Read about what they are, including some potential cost savings for you.

May 15 2018
Remote Support

Would you like to have a KWB staff person work directly on your accounting system at a time that is convenient for you? Or to help you figure out why your accounts aren’t balancing or why your accounting software has crashed? KWB is here to help! Learn more about our remote accounting support.

Nov 19 2019
7 Perks of Having a Data Manager (Bookkeeper )

A good data manager should ensure that: You are compliant with the CRA at all times.  You are focused on your business, not the data.You are capturing and recording all expenses for tax deductions.You have timely and accurate information available to make better decisions.You have efficient processes for capturing data

Jan 23 2015
Fraud from mobile banking deposits

Technology is constantly evolving and many commercial banks are using the latest technology advances. Some of these include mobile banking, electronic payments and mobile cheque deposits or Mobile Remote Deposit Capture (MRDC). We have all seen the commercials showing us how easy it is to deposit a cheque by taking a picture of it with

Jun 11 2019
Switching to Quickbooks Online (QBO)

Considering making the switch from Desktop (Quickbooks or Sage) or paper to the cloud? (QuickBooks Online (QBO)) If you are currently using the Desktop version of QuickBooks, you need to be aware that QBO is not the same program and doesn’t really look anything like the Desktop product.  Don’t let that scare you off

Nov 9 2017
Jobber

Jobber is a cloud based software solution designed for small and medium sized field service businesses that works with Quickbooks Online (QBO). It has a number of features that are designed to help you run a better business by helping you manage finances, client requests and a busy team. Jobber integrates scheduling, quotes, invoices and

Jul 21 2020
CEWS UPDATE – JULY 2020

On July 17, 2020, the Government of Canada announced proposed changes to the Canada Emergency Wage Subsidy (CEWS) to allow greater access to the program by employers.  While the proposed changes loosen eligibility requirements, there is added complexity, most significantly on how benefits are calculated for qualifying periods beginning after July 4, 2020

May 21 2020
Eligibility Criteria Expanded for Canada Emergency Business Account – CEBA

The Government of Canada has announced an expansion to the eligibility criteria for the Canada Emergency Business Account (CEBA) to include many owner-operated small businesses. The changes to CEBA will allow more Canadian small businesses to access interest free loans of up to $40,000 to help cover operating costs during a period when

Apr 24 2020
Canada Emergency Commercial Rent Assistance (CECRA)

The Canada Emergency Commercial Rent Assistance Program (CECRA) has been announced to provide rent relief for small businesses struggling to pay their landlords due to financial hardship as a result of COVID-19 for the months of April, May and June 2020.  Who is Eligible? Affected small business tenants who meet the following criteria: