About Joanie Mann

Joanie Mann is a recognized authority in the areas of ISV cloud enablement and ASP service delivery. Her extensive work with accounting professionals worldwide has positioned her as an expert consultant and adviser to practitioners looking to leverage cloud accounting solutions, web-based applications and Internet technologies in their firms and with their clients. @JoanieMann on twitter Blogs: http://coopermann.wordpress.com http://www.bookkeepinginbunnyslippers.com http://qbcloud.wordpress.com http://thebookkeepingstore.wordpress.com

Confusion Over QuickBooks Software Licensing and Concurrency

con·cur·rent/kənˈkərənt/

Adjective: Existing, happening, or done at the same time

The use of the term “concurrent” when it comes to network, application and data licensing and access metering is applied with some fluidity, with the essential meaning being consistent, but the method of applying it varying greatly and sometimes dynamically.  The unfortunate reality is that not all software products or platforms measure or meter concurrency in the same way.  Concurrency – how it is defined and applied to your selected products – may greatly impact the cost of using the product.

To illustrate the confusion which exists in the market regarding software licensing and concurrency, I’ll use Intuit QuickBooks desktop edition as an example.  There is a lot of confusion over QuickBooks software licensing and concurrency. The Intuit QuickBooks desktop product has a licensing model which confuses a lot of people.  When the software has limitations built in, such as an inability to install the product on more than the authorized number of computers, or if the software electronically validates or activates itself to prevent unauthorized installation or use, the consumer seems to have a bit of an easier time conforming to the license language.  However, products such as QuickBooks have evolved in a market where consumer demands sometimes outweigh reasonable enforcement efforts, so the product may allow you to technically do something that you really shouldn’t do – like install and use it on a bunch of computers without the appropriate licensing to support that activity.

In the world of QuickBooks, there is a concurrency metering element which exists, but it depends quite a lot on user behavior and the existence of the QuickBooks database manager.  For example, a single copy of QuickBooks installed on a PC will allow that user to open the program and then also open a company data file.  In order for the data file to be opened at the same time (concurrently) by more than one user, the file must be in multi-user mode, which is a capability created by using the QuickBooks database manager.  When two QuickBooks licenses (either two single-user licenses, or a two-user license) attempt to open the same data file at the same time, the QuickBooks database manager allows it.  However, if two computers running the same license number for QuickBooks attempt to open the data file at the same time, the database manager will recognize that there is only a single license involved and will not allow both stations to access the file at the same time, remaining in single-user mode.  Only when the database manager recognizes more than one eligible software key (either multiple individual keys or keys aggregated as multi-user) will it allow the data file to be opened in multi-user, or concurrent user, mode.

The problem with QuickBooks metering is that it relates largely to the data file, and not the program.  In a situation where users require only single-user access to QuickBooks company data files, use of the database manager is not required, introducing a potential for unlicensed users operating in a concurrent application use mode.  The reality is that the QuickBooks program won’t generally prevent installation on multiple computers, or installation in a remote desktop environment.  Installing the product into these situations allows granting access to the program for multiple users easily.

In many environments, administrators consider access to the QuickBooks program to be a concurrent access license, meaning that as long as they have no more active users than what they are licensed for, they are in conformance of the license.  This is not the case.  A 3-user license of QuickBooks Pro does not allow any 3 concurrent, or simultaneous, users to access the software at any time.  Rather, that 3-user license qualifies only 3 distinct named human beings accessing from 3 specific computers use of the program.  Because the QuickBooks license is a strange combination of a license for a computer device and an individual person, even having two different usernames and users accessing QuickBooks on a single computer (at different times even) requires 2 licenses in order to be in conformity with the EULA.  The number of data files being accessed is irrelevant in terms of product licensing.

Users of QuickBooks desktop products need to fully understand their licensing requirements as they consider moving their service to the cloud and hosting services.  In many cases, the method of using licenses in the local network did not actually conform to licensing requirements of the developer, and all quality service providers will require that you “true up” your use of software in order to not introduce risk to the provider.  For some folks, this means that using QuickBooks just got a lot more expensive, because they were not properly licensing the product before.

There are an awful lot of folks taking liberties with QuickBooks licensing, providing access based on concurrent users rather than named users, or not even licensing users who “view information but don’t really do anything in the software”.   The fact of the matter is that, if you can run the program and open the data file, you need a license.  What you do in the program is irrelevant, in terms of product licensing.

Part of the value proposition of using hosting and cloud services is a more predictable and manageable cost of IT for the business.  Service providers may understand what their service needs to provide, but often don’t know what their quotes are up against in terms of licensing comparisons.  When comparing your cost of local IT versus hosted, make sure you fairly include the REAL cost of software, licensing, and system administration on the local side.  Unless you do, those changes in software licensing may simply reveal other issues you need to address before you can get a believable comparison of in-house versus outsourced service costs.

Make sense?

J

Read more about online accounting, cloud computing, and accounting and bookkeeping in the cloud on Bookkeeping in Bunny Slippers

www.bookkeepinginbunnyslippers.com

The Cloud Is Delivering SOA For Small Businesses: Bookkeeping in Bunny Slippers

Subtitle: Should Everyone Be In The Accounting System?

When generally-available broadband and Web-based applications emerged, some enterprise-level software developers envisioned a world where users would not interact with specific applications, but would instead interact with data in a view and context relevant to their processes or functional requirements.  Data would potentially reside in different locations or environments, but the “framework” would provide a means to define, access and integrate data throughout the enterprise.  This concept, referred to as Service-Oriented Architecture, is defined by Wikipedia as “ a set of software engineering principles and methodologies for designing and developing software in the form of interoperable services. These services are well-defined business functionalities that are built as software components (discrete pieces of code and/or data structures) that can be reused for different purposes.” 

It sounds logical, and in the world of enterprise computing it makes sense to develop a means to provide each user with a relevant interface and relevant information.  So how does a small business take advantage of a similar approach, and provide for each of their team members the information and application functionality they need to efficiently and effectively get their jobs done?  It’s not so difficult, and it’s called the Cloud.  Today, the Cloud is delivering SOA for small businesses.

read more on Bookkeeping in Bunny Slippers

Isn’t your business worth at least 50 bucks per month?

or: Penny Smart, Pound Foolish

There is an age-old problem when it comes to small businesses and technology: small business owners have a hard time finding value in paying for IT services to support their businesses, and they spend a lot of money not addressing the issue.  For a wide variety of reasons, small business owners just seem to have a hard time justifying the costs of outsourced and/or managed IT services.  Strangely, many business owners end up spend more money and time trying NOT to outsource – they just won’t acknowledge this reality.

Let’s consider that a business has been operating for a few years, and maybe has revenues approaching $1M annually. A million dollars in annual revenues isn’t anything to sneeze at.  Now let’s also consider that this small business has a small computer network which supports their operations.  This network is likely made up of older machines, legacy desktop software, and a few random little applications or software constructions they’ve acquired over the years.  Is this business focused in properly securing the network with firewalls and security software, and is this portion of the network monitored regularly?  How about data management and backups?  Does the business frequently back up data offsite, and then test those backups to verify that the data can be properly restored?  Is the system protected from virus or intrusions?  Is it monitored?  Is it tested?  Is someone actually responsible for all of this stuff?  If this business is like most small businesses, the answer to most of these questions is “no” or “not really”.

read more on Bookkeeping in Bunny Slippers

Why would a business want to host their QuickBooks in the Cloud?

With all the talk today about cloud computing and working online, you’d think that huge numbers of business owners are migrating their entire operations to Internet applications and platforms.  The value statements of “no upfront costs”, “pay as you go”, and “better collaboration” are the marketing speak for these online solutions, but the actual reasons for adoption may be very different from what you’d expect.  And yes, businesses are moving in droves to the “cloud”, but not necessarily to true web-based applications.

Continue reading on Bookkeeping in Bunny Slippers

Remembering what matters during the holidays

Remembering what matters during the holidays

As we reach the end of this year and begin looking towards the new one ahead, it’s important to remember why we do what we do… why we work.

Because, you see, it doesn’t really matter where we work…

read the rest at Bookkeeping in Bunny Slippers

Intuit Hosted QuickBooks from the first and best provider

Intuit Hosted QuickBooks

Access your QuickBooks from anywhere
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you access your financial information from anywhere. Now you can work on QuickBooks from home, office, or the road and not miss a beat.
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Jim Torpey
866-206-1781
Request a quote and get more information from the first and most experienced authorized hosting provider for QuickBooks.
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Hosted Applications: Public, Private and Shared Services

Hosted Applications: Public, Private and Shared Services

When managers and owners begin to look at managed services, application hosting, and cloud solutions for the business, how do they know which “flavor” will best suit their needs?  If they don’t really understand what the terms mean, they may not end up with the delivery they intended.  Because there are so many and varied definitions of what “cloud” is, even the terms like public, private, and shared may take on various meanings.  So, in order to try to be as clear as possible, I’ll focus on the application hosting model, and the approaches taken by the community of providers recognized by Sage and Intuit as Commercial Hosts for those respective solutions.

First, a brief description of how the application hosting services generally work:

Your PC becomes the rough equivalent of a “dumb terminal”, which connects to the host servers via the Internet.  On the host systems is where the applications run and the data is stored.  The host computers serve up your “desktop” and/or applications, and store the associated data.

When you connect to the host systems, you might be connecting to a single desktop/application server, or you may be able to connect to multiple eligible systems.

simplenet2If you can connect to one or more servers with a standard set of applications or services, and if different users from different businesses also connect to these servers, then the solution is generally referred to as being “shared” or “public”.

simplenet1If you may only connect to the server or environment which has been customized for your organization, then you have what is referred to as a “private” or custom solution.

Generally, “shared” systems are simply servers with a consistent set of applications and services available on them.  Possibly part of a “load balanced” series (where each user is directed to the least-busy server upon login), these shared servers often deliver the services most frequently subscribed or the applications which are most frequently used by the customer base.  Shared services may offer the highest levels of fault tolerance, because there are multiple eligible systems the user can log in to.  If one system becomes unavailable for whatever reason, users may be reconnected or “balanced” to the other servers in the pool, virtually eliminating (or at least significantly reducing) downtime.

Custom deliveries, often referred to as “private”, are really just systems which are designed to carry a specific set of users, applications, services, or some combination of those.  Customers who desire to have a unique mixture of applications hosted, for example, will subscribe to private cloud services, where they can have their selection of solutions implemented without concerns of interactions or interference from other businesses, user groups, or product installations.  Once a business has a “private” environment, it is usually easier to then continue to add customized or new applications to the mixture, as the only community being impacted is the subscriber of the environment.

simplenet3Regardless of whether or not your desktop and application servers are shared, your subscribed data storage facilities may be positioned differently.  Much of this is due to the requirements of the applications.  Some applications use standard database server environments, such as Microsoft or Pervasive SQL, while others may use more proprietary database or data formats.

The various data service requirements will often be handled by different servers or machines in the network, so your data could easily be distributed amongst a variety of machines, each handling the data requirements for specific data management services or platforms.

Whether or not your data is stored on “shared” servers or systems, it is generally secured and “virtualized” for your organization to prevent visibility and/or access by others.  Centralized storage and management of data is essential to the service provider, and allows for backup, virus protection, data security, and other areas to be addressed efficiently and effectively.  There are other issues, however, which must be weighed against management efficiencies and resource utilization in order to deliver a quality and consistent experience for the customer.

How data is managed by the service provider is key to understanding what fault-tolerance and recovery options you can expect.  Other issues which may impact fault tolerance are revealed in the various methods of approaching data management on the host.  As an example, running multiple SQL database applications may suggest that the service provider should consider using an Enterprise SQL Cluster to increase fault tolerance, density and performance of all hosted SQL databases, rather than approaching each database environment as an individually managed object.  When economies of scale can be developed to increase the overall capabilities, it delivers a more robust experience for the customer and increased efficiencies in the technical environment.

Alternatively, some situations may warrant more, not less, distribution of data services.  The QuickBooks database manager (Sybase) is a great example of an application driving this need.  Because there are a number of issues with the QB database managers, it may make sense for the service provider to have a number of different data silos for QB data, rather than a single large facility.  The effects of database manager crashes and stalls might be mitigated if users are segmented across multiple DB managers.  Distributing the base across multiple DB managers allows for most customers to remain unaffected in the event of failure or crash of one of the DB managers, but also increases the data management requirements and costs for the service provider.

The truth is that there is no single correct approach for delivering hosted/managed application services.  The market, users, and applications, coupled with platform and delivery system factors, provide enough variables that there is not and cannot be (at least, in the foreseeable future), one size which fits all.  There are, however, approaches which deliver consistent and fundamental capabilities to broad market and user bases.  The applications businesses need, and the specific weird and unique requirements of those applications, will continue to drive the varieties of delivery modes and methods which service providers will continue to offer to their business customers.  This is where the trust and experience of the provider becomes essential in understanding how best to craft the underlying technical delivery for each application and customer requirement.

Get more information on hosting solutions for QuickBooks, Peachtree, Simply Accounting and more at www.cpaasp.com

Intuit-authorized Commercial Host for QuickBooks; Sage-authorized Hosting Partner for Peachtree and Simply Accounting; authorized Sage ACT host; Microsoft SPLA hosting provider with Datacenter facilities in the US and Canada.

How Bookkeepers Can Use TECHNOLOGY to Save Time and Make More Money

Attention Accountants, Bookkeepers and Consultants:

From Linda Hunt of  The Bookkeeper’s Club:

Some bookkeepers I know LOVE everything about technology and others are a little more skeptical about the benefits. Maybe you’re somewhere in between? Regardless, it’s time-consuming trying to figure out which technology tools, software programs and online systems are efficient and cost-effective.

Which is why I’m thrilled to introduce to you The Bookkeeper Club’s new Technology Expert, Joanie Mann. I chose Joanie because she knows the ins and outs of technology and how bookkeepers can utilize it to streamline their business. She’s agreed to give everyone (even non-members) an exclusive SNEAK PEEK into the great content she’ll be providing as our go-to Technology Expert.

Mark your calendar to join Joanie and I for a FREE teleclass on November 14th!

Here’s the link to register, Click here…

On this call Joanie will share with us will share with us “How Bookkeepers Can Use TECHNOLOGY to Save Time and Make More Money” with the following tips:

  • Why bookkeepers must pay attention to technology or risk being left behind by their clients.
  • Different ways to utilize technologies to streamline your business and make you much more efficient.
  • How to find the right match because there is no one-size fits all or one right answer for every bookkeeper.

You’ll want to be on this call live to get the latest technology tips you can implement right away. It’s also a great opportunity to get a “taste” of the learning my brand new panel of experts of The Bookkeepers Club provide – with no obligation or strings attached.

Mark your calendar and make sure to join us live:

DATE: Monday, November 14th
TIME: 5 pm Eastern/ 4 pm Central/ 3 pm Mountain/ 2 pm Pacific
REGISTER HERE

Find out more about The Bookkeeper’s Club today

QuickBooks in the Cloud 101 – Working With Clients In The Cloud

QuickBooks in the Cloud 101 – Working With Clients In The Cloud

Are you wanting to learn more about options for working in the cloud with your clients?

Are you confused on what your options are relating to QuickBooks and the Internet?

Are you curious about what application hosting is and how it works?

Are you an accountant, bookkeeper or consultant looking for better ways to work with QuickBooks clients?

Watch the recorded presentation by Michelle Long and Joanie Mann, and find out why and how thousands of successful QuickBooks consultants and accounting professionals work with their clients via the Web.

Featured in the presentation:

DirectConnect services from InsynQ CPAASP

Direct Connect QuickBooks services are integrated right into the Windows Start menu and task bar on your computer, making accessing the cloud applications seamless and simple. No pesky web portals and no provider advertising.

SGCN Consultant Desktop Solution

This application hosting solution is quick to deploy, does what you need it to, and is more affordable than any other solution for QuickBooks Consultants and ProAdvisors.

  • new service offered in partnership with The Sleeter Group Consultant Network
  • provides easy access to wide variety of QuickBooks consultant tools and utilities
  • single subscription price makes it easy to get more applications hosted for lower cost
  • learn more about the SGCN Consultant Desktop Solution

There’s a lot to be said for inertia… Intuit QuickBooks in the Middle East

There’s a lot to be said for inertia… Intuit QuickBooks in the Middle East

A recent article on itp.net reveals that businesses in the Middle East are now more frequently seeking out high value solutions for business accounting, such as Intuit QuickBooks, rather than purchasing “premium brand” solutions… and the reseller channel is feeling the pinch.  The issue is largely one of brand-recognition, and it’s a tough issue to fight.  As the article says, “..when potential customers realise that one-third of all US SMEs run their businesses on Intuit’s QuickBooks software, they begin to appreciate the value of the software”.

It’s also possible that cloud-hosted QuickBooks (such as from cpaasp.com) has made the solution much more available and recognized in other markets… particularly since many of those markets are on the forefront of providing outsourced processing services for US-based businesses.

“Value enterprise publisher Intuit is stealing market share from its more established rivals, as businesses in the region look to cut unnecessary costs, its master partner in the MENA region has claimed.”

“Speaking about the state of the market, managing director of TransNational Computer Middle East, Vijendra Singh said that every week, more and more companies in the region are switching to Intuit-based solutions.”

“More and more people are becoming price sensitive,” he revealed. “Even some of the biggest companies in the market are looking at their bottom line and asking ‘do we really need this premium brand?’”

read the rest of the article on itp.net

Particularly with the ability to have Intuit QuickBooks hosted in the cloud by providers like cpaasp.com, and with the plethora of integrations available to extend the solution, larger businesses are finding that QB actually can do the job for them.

It’s not always about the superiority of the solution… sometimes it’s simple inertia in the market, momentum that has built up over many years and which extends from software developers to consultants and trainers.  *note: I have an old blog post on a similar subject here:  Giving Credit Where Credit Is Due

It’s also important to consider that tough economic times force folks to sometimes go for less than they may need just because it’s more affordable.  I wouldn’t imagine that the Middle East is immune to economic issues, eh?