Category: Cloud Computing

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Intuit Reduces Migration and Support Options For Moving From QuickBooks Online to QuickBooks Desktop

Mendelson Consulting Offers Cloud and Migration Options

Need to convert data in QuickBooks Desktop to QuickBooks Online? You can get help from Intuit with this. Need to go the other way and convert from QuickBooks Online to QuickBooks Desktop? Not so much… So please read on.

In a surprise (and very quiet) announcement to QuickBooks Solution Providers, Intuit recently announced that it no longer freely provides data export functionality that allows businesses to convert their data from QuickBooks Online to QuickBooks Desktop. As of 12/18/2020, if you want to move your data from QuickBooks Online to QuickBooks Desktop, you have different options for how to do it and will get less support from Intuit in the process.

It is no great surprise that Intuit made this move. Even prior to ending the service, exports from QuickBooks Online to 2021 versions of QuickBooks Desktop had become quite difficult anyway. Requiring users to login to their Intuit account to create a new company file interrupts the QuickBooks Online attempt to create a new file in QuickBooks Desktop during the conversion, so the entire process became broken. (Note: Our solution is to create the new QuickBooks Desktop file in an earlier version of QuickBooks that does not force the Intuit account login, for example 2019, and subsequently upgrade to the latest version 2021).

The QuickBooks Online web-based service locks you into a subscription, delivering recurring revenue to Intuit. Logic follows that now it has become more difficult to get the data back out of QuickBooks Online in a useful way.

Intuit is still allowing businesses to migrate list data out of QuickBooks Online (think Customers, Vendors, Items lists only), but this is not a very clean process for migrating an entire company data set. Particularly since it involves exporting lists to Excel, manipulating or massaging the data and then importing into QuickBooks Desktop. You can see how this introduces a variety of ways to mess it up. And still this does not get the historical transaction data.

Another consideration is that QBO allows businesses to alter the screens and data stored in the product, and to use that data in ways that QuickBooks Desktop doesn’t necessarily understand. For example, simply adding a field called “job” to invoices in QBO does not mean that QuickBooks desktop would see that data and recognize it as a Customer:Job. That field in QBO doesn’t actually mean anything other than to the user so it isn’t something that could be automatically understood in a conversion. For any conversion of data to be done properly, there needs to be a clear understanding of what data is stored in QB Online, how it is used, and how that data needs to be translated to QB desktop.

Mendelson Consulting has a team of experts available to help with converting your QuickBooks Online information into useful QuickBooks desktop data, offering a thorough review of QBO is being used and mapping that information to how QuickBooks desktop should be set up and the data migrated. Better than a blindly automated process, this option for converting your QBO data to QBD provides a much greater assurance that the financial and other business data is migrated correctly and properly.

What about cloud? There is actually a better option than QBO for businesses that want to benefit from managed infrastructure and anytime/anywhere cloud models, and it does not require that the business lock itself and its future in a web-based application like QuickBooks Online. The better option is to have QuickBooks Desktop and other applications in a private cloud, as with NOOBEH’s QuickBooks on Azure service.

Our options for QuickBooks Desktop in the cloud offer far more than just QuickBooks. NOOBEH does not lock you in to any specific software application, version or working model. Rather, we provide businesses with the ability to run all their applications and manage their data in a familiar Windows environment, but not be tied to any hardware or physical location.

Running applications and data on private Microsoft Azure cloud servers lets even the smallest of businesses benefit from enterprise-class technology and IT platforms and get them affordably. The best part is that there is no vendor lock-in and no limitations on moving to other applications or services. If business needs change, NOOBEH can help the environment adjust to what the business needs, and not the other way around.

When the business needs more functionality, more application support, more process support and more flexibility to meet changing needs and conditions, then the business needs Mendelson Consulting and Noobeh.

jm bunny feetMake Sense?

J

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Connecting Your Web Store to QuickBooks on Azure

If you sell products via the Internet using a web store or shopping cart application, then you are probably facing the problem of getting your order and sales activities into QuickBooks and then getting shipping and product information back into the web store. For some, the additional need is to mirror the products and pricing information between the inventory management or financial system and the web store. In many businesses, this is a big chore and requires literally hours of redundant data entry and updating.

As with any manual process, there are many opportunities for errors and mistakes which ultimately cost the business both time and money.

Online selling is a dynamic business, and the sale is made when the customer is ready and willing to buy and the seller has the item available at the right price. The web store (ecommerce system) exists to process this sale in order to meet the immediacy of customer demand. If the system is not up to date with current product or pricing information, then the customer may not find what they want, and the sale is lost.

This means that the connectivity between the online selling system and the inventory/accounting system is of paramount importance in the ability to do business.

Synchronizing inventory information between the web store and the inventory/accounting system ensures that product and quantity information is updated on the web as product is sold and shipped (or received in). At the same time, importing invoices and sales receipts into the accounting system helps to ensure proper and accurate recording of sales and payment information and improves tracking of accounts receivable, shipping charges, and sales taxes.

cloud-small-business

To make this connection between the Web store and the inventory/accounting software, an integration solution or connector is generally required. The connector gets installed on the same systems as the inventory/accounting solution (on the same systems as QuickBooks, in this case) and provides the mechanism to synchronize data between the web store and the accounting system.

Integrating an always-on web store with an on-site accounting solution can be a challenge, even for the most tech savvy business owner.

Creating seamless processes for exchanging data between these remote systems requires that both solutions be operating in a secure and accessible platform. While the web store is accessible via the Internet, getting to data in accounting and other systems residing on local PCs or networks is more problematic.

An option that many successful online businesses have adopted is NOOBEH‘s QuickBooks on Azure service, which provides centralized hosting and management for the QuickBooks desktop and any connected inventory or warehouse management applications as well as the integration to the web store.

Enabling the accounting and operational systems to be online and always on, like the web store, allows them to exchange data when and where it is required.

Connecting services in a secure and managed environment introduces new efficiencies and eliminates risk due to data entry errors or lost transactions. The QuickBooks on Azure cloud hosting service provides the system management, platform security and uptime required to ensure that the inventory and accounting systems supporting the always-on web store are also always on.

jm bunny feetMake Sense?

J

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Where in The World is Your Data?

Where in the World is Your Data? Even better.. where would you like it to be? In a datacenter near you? In a datacenter far away from you? Maybe you’d like your production system nearby, but backups stored on the other side of the country. Or perhaps you want redundant systems on each coast as well as something somewhere in the middle.
With Microsoft Azure as your platform, you have all the choices in the world, literally.

Microsoft Azure is the platform of choice for businesses of all sizes, offering virtualized infrastructure and services that can be tailored and tuned to meet the unique needs of any organization. No longer tied to on-premises infrastructure, companies find that they can implement better and more comprehensive solutions because they have the agility to adapt systems to immediate needs while retaining the ability to adjust as conditions change.

With Microsoft Azure and Microsoft 365 Services, NOOBEH enables businesses to focus on transformation and improving efficiency, not the IT that supports it.

NOOBEH cloud services, part of the Mendelson Consulting team, sets up Azure infrastructure and manages it for their clients. Business users focus on getting their work done, not on the IT supporting it. NOOBEH QuickBooks on Azure services give small and medium size businesses the most flexible and resilient infrastructure available to run all their desktop and network applications.

Because QuickBooks is rarely a standalone solution, NOOBEH QuickBooks on Azure services have no limitations on what add-ons, extensions, integrations or other applications the business may need to use. All the software a business needs can be deployed on the platform, allowing the company to keep its information systems and assets secure, fully-managed and available when and where they are needed.

While NOOBEH uses Azure platform and Microsoft 365 services to continue to deliver new capability for private sector users, Microsoft is advancing innovation in the delivery of connected services and computing power for private and government sector users wherever it is needed. Azure Modular Datacenters represent a partnership that delivers computing and communications capacity anywhere in the world… and beyond.

Microsoft Azure Modular Datacenters and SpaceX

The Azure modular datacenter is basically a “data center in a box”. It comes with everything needed to deliver computing capacity anywhere in the world.

“We designed the Azure Modular Datacenter (MDC) for customers who need cloud computing capabilities in hybrid or challenging environments, including remote areas. This announcement is complemented by our Azure Space offerings and partnerships that can extend satellite connectivity anywhere in the world. Scenarios range from mobile command centers, humanitarian assistance, military mission needs, mineral exploration, and other use cases requiring high intensity, secure computing on Azure.”

https://azure.microsoft.com/en-us/blog/introducing-the-microsoft-azure-modular-datacenter/

It has power and everything else it needs, and now it also has the connectivity needed, even when there is no (zip, zero) infrastructure. Microsoft has partnered with SpaceX, using SES satellites to bring Internet connectivity to remote areas.

“We can connect via satellite links any element on the Earth to another point on the Earth..”

https://arstechnica.com/information-technology/2020/10/microsofts-new-data-center-in-a-box-will-use-spacex-starlink-broadband/

They’re calling it part of “a multi-orbit, multi-band, multi-vendor” approach to connectivity. That’s pretty cool, if you ask me.

It takes the whole bookkeeping in bunny slippers philosophy of “work when and where it works for you” to an entirely new level.

Make Sense?

jm bunny feet

J

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Update your Mac to keep getting Office application updates

Microsoft’s upcoming November 2020 update has some direct impacts to users running macOS, especially if running macOS 10.31 or earlier. As of November 10, 2020, existing Microsoft 365 for Mac users running macOS 10.13 or earlier will not receive any further Office application updates. If the machine is upgraded to macOS10.14 or later, updates will be allowed to proceed on that computer.

With the Microsoft 365 for Mac November 2020 update, users running macOS must be running 10.14 Mojave or later in order to continue to receive updates for Office applications, and any new installs of Microsoft 365 for Mac will require macOS 10.14 or later.

Word, Excel, PowerPoint, Outlook and OneNote are the applications included which will no longer receive updates – including security updates – if the macOS they’re running on is too outdated.

Among the benefits of using Microsoft 365 is that the software is always kept up to date, including enhancements and new features as well as security and safety updates that help keep the software (and the associated data) more secure. You may continue with the older version of macOS, and your Office applications will continue to work. But losing out on updates not only keeps you from benefitting from the most current capabilities of the software (and getting full value from your subscription), but it also puts your security and compliance at risk.

Microsoft 365 applications are continuously updated with new features, connected services and enhancements to security. Modern operating system platforms are necessary to support some of these improvements, requiring users to update their computer operating systems as well as the applications running on them. With the Microsoft 365 November update, Mac users need to be running one of the three most recent versions of macOS to keep their Office applications recent, too.

Make Sense?

J

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Building A Solid Foundation for Business Cybersecurity

The cybersecurity threat landscape has changed dramatically in the last few years. No longer primarily a big-business concern, cybersecurity has become a key focus of businesses small and large. Attacks on SMBs are on the rise, perhaps because they represent a plentiful and often easy target. And the cost of damage and disruption to business just keeps going up.

Cybersecurity is not a problem you can simply throw a bunch of money and tools at to fix.

No matter how much great software or fancy systems you implement, the people will always be a big part of the equation. The root cause of over half the data breaches reported is a result of negligent employees or contractors.

That means that nearly half of all attacks are being executed through phishing or social engineering. The only tool you can apply to this problem is education. Efforts should be focused on security awareness and training workers to be more cautious to the point of almost being paranoid. Better to be safe than sorry in this case.

Training workers to be more careful as they work with emails, documents and websites is part of it, but there is much more to making sure the business is addressing the entire cybersecurity issue. NIST (National Institute of Standards and Technology) offers a wide variety of information and guides that businesses can use to learn more about and implement cybersecurity practices. Among these resources is the Cybersecurity Framework.

According to NIST, “the Framework focuses on using business drivers to guide cybersecurity activities and considering cybersecurity risks as part of the organization’s risk management processes.” It is a highly useful tool in helping the business align and prioritize activities with business requirements, risk tolerances and resources. The standard framework includes elements that are consistent and common across sectors and critical infrastructure, so it can be oriented to any business.

Even if the business is not prepared to delve into the details of a comprehensive cybersecurity policy and guideline, a basic outline and approach cannot be avoided without asking for disaster.

Putting this squarely into the Risk Management category, there is an ongoing process of identifying, assessing, and responding to risk situations or conditions. To manage the risk, businesses need to consider the likelihood that an event will occur and what the potential impact is as a result.

Knowing the acceptable level of risk for reaching the business objective is the risk tolerance. If a business understands its risk tolerance, the company can prioritize cybersecurity activities and make informed decisions about cybersecurity expenditures.

There are five key functions to consider as it relates to cybersecurity risk: Identification, Protection, Detection, Response and Recovery. How the business addresses each of these in the context of the systems and activities is essentially the business’s cybersecurity posture, a high-level and somewhat strategic view of the organization’s management of cybersecurity risk.

The key to building a solid foundation for  business cybersecurity practice is to establish a platform where all the business applications and data can be identified and access secured.

User desktops, productivity applications, operational software and business data can be hosted on private cloud servers, allowing the business to fully-manage data and application access. The server-based model reduces or eliminates the need to sync data to devices, and remote desktops keep user environments secure, patched and up-to-date.

Our consultants can’t write your cybersecurity policies or determine your risk tolerance, but we can help implement a solution that improves fault tolerance, resilience, and recovery.

Make Sense?

J

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Office 2013 Loses Support for Commercial Office 365 Services

If you’re not on a subscription for your Office desktop applications, you may lose access to your email box and other services.  Why? Because Microsoft announced that, effective October 13th, 2020, Office 365 services (like OneDrive, Hosted Exchange and more) will only support client connectivity from subscription clients or perpetual clients with mainstream support.

Basically this means that Office 2013 is about to be no fun any more.

You won’t be able to use Office 2013 Outlook to connect to your Microsoft-hosted Exchange mailbox, and your Word and Excel won’t connect to OneDrive.  If you are with a hosting provider who supplies your Office licenses as part of the service, cross your fingers and hope that it isn’t Office 2013. It will be pretty frustrating if your Outlook suddenly has problems accessing your Microsoft-hosted mailbox.

Like many other products, a lot of the functionality in the desktop software has been turned into web service and the Microsoft Office applications are a great example. With cloud connectivity being the focus, desktop solutions are more frequently leveraging online resources to extend and expand their capabilities. This also means they’re more frequently turning from one-time software purchases to subscription service.

After October, Microsoft’s ongoing investments in the Office 365 cloud services – including Exchange Online, SharePoint Online, and OneDrive for Business – will be made based on “post-Office 2013 requirements”.  Now is the time to migrate your Office 2013 to Microsoft 365 Apps (formerly Office 365 ProPlus). We highly recommend this move anyway, so businesses can take advantage of using their Office applications seamlessly on Azure servers as well as their local PC desktops and mobile devices.

Users of Office 2016 and Office 2019 have a little more time before their software no longer supports the cloud services. That end date is currently October 2023. You can find the support lifecycle site for Office mainstream support dates here.

It isn’t that Microsoft plans to actively block older Office clients from connecting to Office 365 services. It’s just that older applications may have performance or reliability issues when they try to connect to the constantly-updated cloud services.  Increased security risks are certain and users may even find that they are no longer compliant with certain requirements. The big thing is that Microsoft support will likely not be able to resolve issues related to unsupported connections.

The days of buying software once and running it forever are just about over.

Developers have recognized that cloud services can expand and enhance their solutions in ways that static local installation can’t. For many businesses, it becomes easier and ultimately more efficient to migrate to subscription service for IT platform and software. Azure cloud servers, for example, allow businesses to always have modern infrastructure that is more fault tolerant and agile than on-premises hardware.

Combing these benefits with software that is cloud-connected and always up to date means the business never faces lost productivity or revenues due to outdated systems or lost compatibility with newer solutions.

Make Sense?

J