Category: Online Accounting Technologies

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Integrated is Better: Connecting Your Systems and Workflows

Small businesses need software and systems to help them get business done efficiently. The global pandemic has been fuel for recent growth in the small business software market where companies of all types are adopting more applications and services to better support operations.  Especially when users are no longer able to work in the office and consumers are demanding increasingly more personalized services, businesses need to find ways to get more business done in less time and with fewer resources.

According to Intuit® research “small businesses, on the average, use four or more apps to run their business”. You could consider it that business owners and managers buy software apps to get jobs done. Software can help structure the work and the information, creating workflows that improve efficiency and accuracy.

The key to getting the full benefit from any application or service is to have it connected to or integrated with your other solutions. There is almost never a completely disconnected process in a business; everything flows from and to something else. It should be the same with software and data. Saving time and improving accuracy of information means that data should only be entered once, and key data should sync between systems to remain up to date.

QuickBooks Desktop (Pro, Premier, Accountant and Enterprise), as well as other desktop accounting or ERP solutions like Sage100, AccountEdge and more, have a variety of 3rd party applications and integrations offering additional functionality or services. Just because the main solution is a desktop application does not mean that all integrated applications must also be desktop products.

To extend functionality of desktop products, developers often create web-based applications and services that sync or integrate data with the desktop product. In fact, many of the services inside of QuickBooks desktop are web-based application services which sync data to and from QuickBooks. Payroll, payments, and more are subscription-based services connected in QuickBooks but look like they are just part of the installed program.

When QuickBooks and other desktop applications are hosted with NOOBEH’s QuickBooks on Azure service, the system is running entirely on the Microsoft Cloud. This improves system flexibility, resiliency, and security, as well as providing the optimum platform for desktop applications and web-based services to connect – the bandwidth they use is cloud to cloud instead of cloud to your PC.

Even if the average small business uses four or more apps in the business, it doesn’t necessarily mean that all those apps are talking. Often, a business will implement a new application to handle a particular job but won’t consider the additional benefits to be gained by connecting the new app to the accounting system. Yes, the new app may make getting data from the field easier, as with a timesheet or field service management solution. Maybe it makes doing payroll easier because the calculation, reporting and delivery of paychecks is automated. Perhaps it is a website that takes customer orders and manages their payments.

All are cases where a business benefits a great deal from increased efficiency in data capture, reporting and more, but if all the information from the app needs to be re-entered into the accounting system, then a great deal of additional benefit is simply not there.  Data entry takes time away from other work and introduces the potential for errors that can take hours to track down (if they are even noticed).

When connecting any 3rd party solution with your accounting or ERP system, it’s important to make sure that the company fully supports the integration. Whether it is a direct connection to your QB or other software or is a “brokered” connection (as with an Integration-as-a-service connector), just make sure that the integration has the features and functionality you need and that the data will flow as you want.

We know that businesses need more than a single solution to address the variety of business problems that arise. We also know that sub-standard or improperly configured integrations risk doing more damage than good to the business data. That’s why we offer consulting and deployment services for a wide range of add-ons and integrated products. Even if it is a solution we haven’t worked with yet, our consultants know how to validate and test the integration within QuickBooks to ensure that the data flows properly and gets the right treatment in the financial system.

Get your software connected and working better for your business. Mendelson Consulting and NOOBEH Cloud Services help you focus on your business and not the IT that supports it, so that you can get more done with the resources you have. We help you work smarter, not harder.

jm bunny feetMake Sense?

J

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Direct-to-Consumer Causing Manufacturing Logistics Issues

Manufacturers have traditionally been positioned as a link in the long chain of supply. Somewhere between raw materials and finished products is where the manufacturer exists, transforming the materials into products that can be resold via distributors and wholesalers.

The supply chain was linear and relatively predictable, but that is all changing. With the introduction of broad internet connectivity, web-based services, large e-commerce platforms and increasingly innovative and competitive new logistics players, the supply chain is becoming a spiderweb of connectivity and communication, with linear approaches out the window and, to some extent, predictability along with it.

The economy we have today is an environment where customers demand more direct and personal approaches, and producers are being forced to find ways to accommodate. With the huge e-commerce platforms like Amazon and Alibaba, along with more direct-to-consumer channels, manufacturers are being turned into direct-to-consumer suppliers. Acting as drop shippers for the seller, the manufacturer isn’t shipping bulk or volume to distributors or wholesalers but smaller shipments direct to the consumer.

Many retail stores have now become more fulfillment locations than the place where the customer buys. This is causing tremendous change in logistics tools and approaches because the size of shipments is becoming smaller while the number of deliveries – and delivery locations – is only increasing.

Customers can go right to the brand’s website and buy direct, driving increased focus on building brand value and improving the overall customer experience. With the demand from consumers for flexibility in how and where they buy, retailers have shifted their approaches to bring e-commerce into the brick-and-mortar stores. This is where online and offline sales channels come together, creating pressure in ordering and fulfillment systems to offer the flexibility and experience consumers want.

While this converged channel model requires businesses to make new and continued investments in e-commerce and digital solutions to enable the flow of orders and information, it also delivers several potential benefits to the business, including the ability to better manage growing customer expectations, better compete in the digital marketplace, and address disruptions in the supply chain by having alternative options.

Delivering the goods has always been an operational challenge, with success often measured in performance and cost. Today’s marketplace requires more agility and flexibility, which means the role of supply chain managers is more strategic than ever. Simple logistics now has a direct impact on the customer’s decision to buy now, as well as buying again later.

jm bunny feetMake Sense?

J

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Considering Deploying Microsoft365 for Your Entire Organization? Success is in the details.

Technology is ever advancing, and even the smallest of businesses must keep in step to remain competitive. Efficiency is the key to modern, effective operations, yet keeping teams aligned and working towards the common goal can be tougher than ever when members are remote working. Microsoft solutions can help the business increase productivity and modernize their operations, and at the same time provide stronger security and enhanced protection.

For just about every business, it makes sense to consider using Microsoft 365 services. But there are a lot to choose from, and not all services work as you might expect, so here is a little information that might help with making service selection a little easier.

Does it make sense to implement Microsoft Teams for intra-company calls, meetings, and collaboration?

Teams is great for calling your co-workers, sharing screens, presenting content, and collaborating in workgroups or with the whole company. But be warned that Teams meetings don’t work for everyone, particularly those outside your organization or for users that don’t have useful Internet connectivity.

  • To use Teams with people outside the company, or even for users that don’t have Internet connectivity, you’ll need to also have a calling plan for each user.
  • A calling plan allows Teams to connect a phone number to the Teams meeting, creating a means for non-Teams users and those without internet to connect to the meeting audio.

Should you migrate employee email inboxes to MS365 (Outlook Desktop and/or Outlook Online)?

Using Microsoft for email services make a ton of sense, especially with the advanced phishing and threat protection that comes standard with the service. It is pretty much foolproof for most businesses and is a great value. If your business is migrating to Microsoft from a legacy email platform or from a different mail provider, there are a few things to consider.

  • Many companies use their desktop Outlook email folders as a sort of file cabinet, storing and categorizing emails for future use. In older MS Exchange environments, Public Folders were also used, enabling company-wide access to certain email folders and the file attachments within.
  • MS365/Office365 email services don’t support public folders, and every email box comes with a storage quota. If the business is used to saving lots of emails, then it might create difficulties with mailbox management.
  • Outlook Desktop still has limitations on the file size it can reasonably handle. This means that Outlook, when connected to hosted Exchange mail (Microsoft365), should run in cached mode, keeping only recent data in the Outlook file on the computer and leaving the rest of the mail on the server. Mail on the server is still available for search by Outlook; the program will simply search in the local data file first.

Can you, or should you, migrate your company’s files to the Microsoft cloud?

Keeping your files on the “cloud” is a concept that sounds convenient, but it isn’t quite as straightforward as it sounds. In this case, the idea is to migrate files from PCs and servers to Microsoft OneDrive or SharePoint, where the files can be available to all users regardless of where the user is working from.

  • Putting a big hard drive on your PC or server can be relatively inexpensive. “Storage is cheap” we hear quite often. Yet all storage facilities are not alike. It might be a cheap option to add a big hard drive or USB drive to your local system but paying for storage space on the web becomes a different deal. You may find that safe, protected storage for your files is not quite as inexpensive as you thought, especially over time. When you must pay every month for the storage you use, you rapidly realize why file housekeeping is essential.
  • File and folder permissions do not translate from your Windows file system to a SharePoint or OneDrive. You must create your own groups and set file and folder permissions as you want them AFTER the data is uploaded to the cloud platform.
  • Once the files are in the cloud platform, each user must determine what and how the files will sync with their local computers. There may be an option to “sync on demand” (depends on device platform) that can allow users to selectively sync files to/from their computers, but the fact remains that the data is being downloaded to the local computer so that it can be worked on. This still means that the local computer must have the necessary software installed, and the PC should be protected with backup, anti-virus and anti-malware and MFA.
  • Database files cannot work in a web file location. This means that programs that have associated database/data files must still have their files located on a network server for users to access them. QuickBooks, tax software, trial balance software, workpapers and fixed assets, inventory management or manufacturing, and more may require the server to serve the application and/or data to the users. This means that servers and networks and the need to manage the network and the individual computers remains in full.
  • If all other data is stored on the cloud platform, then you now have data and resources to manage both places.

What does the new Microsoft365 Cloud PC mean for small businesses?

  • The new Cloud PC from Microsoft365 can solve a tremendous problem for the very small business in that it can become the IT infrastructure and it is fully cloud platform.
  • Cloud PC is meant to replace your local PC as your operating environment. Rather than installing software and storing data on your local device, the idea is that your software gets installed on your Cloud PC and your data is stored, ideally, in your OneDrive, or maybe on the drive of your Cloud PC.
  • This makes the Cloud PC a perfect solution for that single user that needs to run their QuickBooks or other applications from anywhere.
  • The thing with the small business Cloud PC is that it cannot be networked. It may be able to “see” and work with your local device hard drive or even mapped drives that your local device is connected to, but it isn’t able to work with a network server or share like a local PC would.
  • This means that you may be able to store and retrieve files from servers or other drives on your local PC or network, but you won’t be able to access databases or other server or network-based applications that need the network to function.
  • This also means that you can’t share data on one cloud PC to another cloud PC… they aren’t networked together.

Why NOOBEH’s Cloud Service model is better

There’s a reason why businesses adopt NOOBEH QuickBooks on Azure services, and the benefits are as great as ever. Businesses work with NOOBEH and our QuickBooks on Azure services because we have the flexibility to do what the business needs, and to offer a comprehensive approach that doesn’t leave applications, services and data hanging around on local networks or unprotected computers.

Where the Microsoft365 Cloud PC is a great answer for the single-user, NOOBEH’s cloud servers are designed for multiple users needing access to common applications and/or data. Multi-user QuickBooks desktop applications, Sage or AccountEdge, MISys Manufacturing or Acctivate Inventory, ShipGear or Starship, Fedex or UPS and much more… we host the applications that businesses use every day.

NOOBEH keeps the applications and data securely running on private Microsoft Azure cloud servers. Centralized, server-based management of applications and data means that software does not have to be installed and maintained on individual computers, so the need for local PC backups and anti-virus and malware protection is also minimized. All users work on the same version of the same software, and everyone accesses the same data in real time. Version control issues and sync problems are entirely avoided when everyone is working in the live system with live data, and Microsoft’s Azure platform ensures that issues due to transient hardware failures are a thing of the past.

When the company has workers that must operate from their local computers, NOOBEH can enable a solution to keep SharePoint in sync with the cloud server, ensuring that workers on and off the server are able to reach the most current version of the files. Users working in QuickBooks can interact directly with SharePoint files and folders by using the native Windows File Explorer where users operating on their local PCs access SharePoint via OneDrive or via the web. This approach delivers the best of both worlds to businesses who need more flexible modes of operating.

Contact us today to find out more about how we can help your business do more in less time, improve efficiency and work more effectively with a system that works where and when you need it.

jm bunny feetMake Sense?

J

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Finance Department Participation in Supply Chain Management

When most businesses approach Supply Chain Management, the focus is on the item or product – the physical thing that ultimately gets delivered somewhere, somehow. What many businesses do not consider is that the orchestration and timing of “supply chain” activities can have significant impacts on financial performance, reporting and cash flow. The current processes could just be working just “okay”, and not delivering the financial benefit that might be obtained through modernization of technologies and transformations in approaches. The key is to get the right people involved.

One big aspect of seeking to integrate electronic commerce and collaboration with customers, suppliers and payment services is the recognition that supply chain activities involving orders, invoices, payments, and remittances are directly related to finances, revenue recognition and cash management.

For any project to be successful, it should include execs from both the supply chain and finance areas so that all concerns relating to event timing may be addressed to allow proper treatment in the financial statements. After all, the same things that trigger supply chain activities (orders etc) are the same documents which drive finance. When the information is accurate and timely, and when the inefficient manual processes can be replaced with electronic workflows, the business is best positioned to improve cash flow and overall financial performance as well as business value.

Unfortunately, few business owners have a real understanding of the costs associated with manual entry activities and how the direct financial impacts they have. The speed and accuracy of processing orders and invoicing customers means faster cash in, and leveraging the speed of electronic data interchange with suppliers so that “just in time” orders may be placed and logistics processes more fully enabled means cash out when necessary and not ahead of time.

“… using a digital transaction for payments allowed [businesses] to hold on to cash longer and better control the timing of the release of funds, something more difficult to control when mailing a physical check. Check fraud remains rampant across many industries. According to an AFP payment fraud and control survey, 70% of U.S. organizations reported check fraud in 2019, responsible for more than $18 billion in losses.” –

source: What Every CFO Needs to Know About Supply Chains; Study published by DiCentral and Lehigh University; 2012

For example, there are many studies which show that purchase orders that are not sent digitally are most often manually processed, and that this manual processing may be done by any number of departments in the company – but most often the job falls to finance. Rather than looking to eliminate the manual entry of data and the errors and delays that come along with it, businesses execs first looked to where the lowest labor cost rests and had them handle the extra data input.

A digital strategy that transforms inefficient manual process into efficient electronic workflows is the better solution. While many companies have approached streamlining of activities by exchanging manual entry operations for data file formatting and imports, they still have not solved the problem as would be with an integration that takes even less human time and effort.

The real goal of any business improvement effort is to improve overall business value. By bringing in finance along with supply chain execs to the “digital transformation” discussion, the business is much better positioned to make real progress in areas that directly impact cash performance as well as long-term business value. It comes down to having all the information and being able to weigh the risks against the potential rewards to be gained from the contemplated changes.

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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QuickBooks Desktop 2021: Getting Paid Faster, Being More Efficient, and Improving Data Security

The new QuickBooks Desktop 2021 editions have new and improved features that help businesses get paid faster and secure data more effectively, making the software work even better for your company.

Many of the improvements center on automation and workflow, enabling users to get more done with fewer keystrokes and setting up automatic activities so that items don’t have to be handled manually.

Other improvements center on data and information access, allowing admins to get granular with setting user permissions and access to certain types of information, even down to the record.

Intuit has also delivered several enhancements to existing functionality in QuickBooks desktop, especially in the Enterprise edition and where inventory is involved.

Here is a brief summary of the main changes or additions introduced with QuickBooks 2021 editions.

Improved Bank Feeds
Review bank transactions and match them to existing ones in your books or quickly add new transactions using the advanced bank feeds capability. You can automatically categorize or batch-edit bank transactions by payees, accounts and classes. This can dramatically reduce the time and complexity of reconciling entered transactions with the items the bank processes.

Automated Payment Reminders and Statements
Now you can send statements automatically to customers, with each statement tailored to the customer’s needs or preferences. Set automatic reminders for customers when their invoices are due and schedule statements for your customers to let them know when they have invoices they still need to pay you for. Timely communications with customers regarding their invoices and activity is more likely to keep a customer coming back for more. It also reduces the time required to communicate individually with customers, making AR management and collection activities more efficient.

Customized Payment Receipts
Want to send certain customers a customized message on their receipts? You can use custom templates for forms like invoices, sales receipts, estimates, statements, and purchase orders so each form has the right look and information. Then use the new customer groups capability to get the right form for the right customer every time.

PDF preview
It is always a good idea to preview a document before you send it via email, but that wasn’t always a convenient thing to do in QuickBooks. Now QuickBooks lets you automatically preview attachments before emailing them to customers. You can even preview multiple attachments at once without having to manually open each one outside of QuickBooks, saving huge time and effort and smoothing out a previously-clunky workflow.

Receipt Management
Receipt management in QuickBooks desktop is a new feature that makes entering expense receipts easier and faster. You can give users access to upload expense receipts to QuickBooks using the mobile app or directly from your computer. Automate creating categorized receipt expense entries using the QuickBooks Desktop Mobile App, an option available only with the Plus subscriptions (not the one-time purchase option).

Create Customer Groups
Improve customer communication with rule-based customer groups based on fields like customer type, location, or balance. Creating customer groups allows you to find all customers that match certain criteria. Then you can create automated statements, send payment reminders or create mailing lists for specific groups of customers.
In QuickBooks Desktop Enterprise, you can even use customer groups to define permissions and access at customer and vendor group level.

Data Level Permission
Data level permissions is a new feature in QuickBooks Enterprise 21.0 that gives you more control regarding restricting access for users and roles. This makes it so the admin can create users and roles with access permissions all the way down to the record level for customers and vendors.

With data level permissions you can improve security and confidentiality of information by assigning users access only to the specific data, transactions and reports that they are responsible for. Users will only be able view, edit, or delete specific customers, vendors, or data with the permissions you delegate to them.

NOTE: Data level permissions don’t appear to be available in QuickBooks Enterprise Accountant, nor are they available with a Silver or Gold subscription. To get this feature, you have to go Platinum or Diamond, so it’ll cost you.

Add prices to barcode labels
Wouldn’t it be great if you could print barcode labels with pricing information as well as the item name and description? Now you can! Barcode labels help you accurately identify and manage inventory, providing the information most often needed by employees and customers.

Landed cost
Gain more control and flexibility over how you calculate and share landed inventory costs. Set up landed cost accounts as “COGS” (Cost of Goods sold) or “Other current assets”, and accurately calculate landed cost for old item bills from closed accounting periods. You can also print bills with or without landed cost, allowing you to better control the information you present.

Alternate vendor reports
Key inventory reports can now include alternate vendor information, improving visibility into vendor information on inventory stock status by item, inventory valuation summary and other reports. Linking to alternate vendors via these reports simplifies and streamlines the process of reordering from alternate vendors.

QuickBooks desktop software continues to be the cornerstone of small business accounting. From very small business to the growing enterprise, QuickBooks delivers the functionality that every company needs to manage their income and outgo, customers and vendors, and all their banking activities.

Starting with the early 1999 version to the current 2021 release, Intuit has continued to add capability and enhance features and usability to keep QuickBooks as the most popular small business accounting product on the market. Remember the motto “if you can write a check, you can do your own books“? That’s QuickBooks.

jm bunny feetMake Sense?

J