Accessing QuickBooks While You’re Away From The Office

For Multi-User/Multi-Site/Heavier-Duty Remote Access Needs

by QuickBooks Expert – Scott Gregory

As your business grows, more of your employees will likely need access to the company QuickBooks information while working away from the office. In addition, you may have more than one physical location and each location needs to be centrally tied into the company QuickBooks information.

Potential solutions…
Windows Remote Desktop/Terminal Services – this solution will likely require some IT assistance to set up. However, once it is up and running, it can offer a whole new world of opportunities for your staff to access not just QuickBooks, but all of the computer resources within your business.

There is no monthly or annual fee for the Remote Desktop/Terminal Services solution. However, there is separate licensing that has to be purchased from Microsoft that will run on your server to allow these remote connections to happen seamlessly. You’ll want to connect with your IT provider for pricing on the licenses and installation/setup services.

CRITICAL NOTE: Windows Remote Desktop/Terminal Services is only supported as a remote access option for companies running the Enterprise version of QuickBooks. Some firms have had success running the Pro and/or Premier versions of QuickBooks in this environment, but they have forged their own trail in doing so – Intuit does not support Windows Remote Desktop for the Pro or Premier versions and will not answer any questions pertaining to it.

QuickBooks Hosting Services – instead of setting up your own server and software as explained in the Windows Remote Desktop option above, these third party hosting services do it for you.

By choosing this option, you don’t incur any upfront hardware or software costs (other than the cost of QuickBooks of course). Instead, you pay the hosting company a monthly fee per user to take care of things for you.

This is also referred to as “putting your QuickBooks in the cloud”. Hosting provides you the ability to get to your QuickBooks information 24/7 without the need for IT support costs. Generally, the costs for hosting run about $40-$50/user per month.

Two of the leading companies when it comes to hosting QuickBooks are InsynQ-CPAASP and Right Networks. Be sure to understand their terms of service, fee structure and other important information as you evaluate whether moving your QuickBooks to the cloud makes sense for your business. Many businesses have found the hosted solution to be perfect for their needs and a great way to reduce their IT costs as well.

CAN BE USED WITH: QuickBooks Pro, Premier and Enterprise

Scott Gregory provides a wide variety of QuickBooks solutions and profit improvement techniques to his clients in a relaxed yet very informative manner. For additional information on QuickBooks training and services that he provides, visit www.betterbottomline.com. For additional information and recommendations from Mr. Gregory on QuickBooks remote access options – click here.

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”.

It’s not unusual for small business owners to fail to fully recognize the real value of their business technology (as opposed to the purchase price), and the necessary costs to manage and maintain it properly.  There’s an old saying in the IT world that there are only two types of business – those who have lost their data and those who will.  The business who has lost their data understands the value of IT management, because they have had to bear the cost of repairs, replacements, lost productivity, and lost revenue.  Once they realize the cost, they understand the value of mitigating that risk.  Unfortunately, it often takes just such an experience to get the small business owner to really recognize that not spending on IT management is actually a decision to spend more later when bad things happen.  And bad things will happen.  Count on it.

Now, let’s talk about the ability for that business to have their IT solutions hosted and delivered to them as a subscription service.  The security, including firewall monitoring and virus protection are part of the service.  Regular data backups are part of the service, as is technical support.  While the business still pays for (and owns) their software license assets, the rest of the system – the engineering and technical labor, the platforms, the network – are all part of the subscription, and are under the care of skilled engineering and technical personnel.  As an example, InsynQ CPAASP QuickBooks hosting solutions are priced at around $50 (ish) per user per month, depending on service, and provide a comprehensive managed IT approach for small businesses.  For a business owner who knows that they will spend (lose) far more if their systems are out of service, or if their paid workers aren’t able to work, that 50 bucks proves to be a pretty small price to pay.

 

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.

If 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”.

If 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.

Regardless 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.