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

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