Category: add-ons

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Fix the Data, Then Let AI Scale It

For SMB’s Using Solutions like QuickBooks Online, Service Titan or Jobber, High-Quality Data Is Critical for AI

Many small and mid-sized businesses now run on a combination of operational and financial tools. A typical stack might be QuickBooks Online (QBO) for accounting plus Service Titan or Jobber for field operations. Noobeh helps these businesses centralize their data, making it available for analysis and AI.

What we increasingly find is that various AI vendors promise AI-powered forecasting, automation and insights, but AI does not create clarity on its own. When data across these systems is inconsistent or poorly structured, AI simply automates confusion. To get real value from AI, SMBs must first ensure their data is accurate, aligned, and trustworthy.

The Reality of Disconnected SMB Systems

For these small businesses, each system serves a different purpose. QuickBooks tracks financial transactions, revenue, and expenses, where Service Titan or Jobber manages the jobs, customers, technicians and billing. There may be problems lurking in these various systems, and it is often revealed when the data is centralized and made ready for reporting and AI-enabled analytics.

These problems arise when the same business concepts—customers, jobs, revenue, costs—are represented differently in each system. Common examples of this include jobs marked as complete in Service Titan or Jobber but not fully invoiced in QBO, or customers duplicated or named differently across platforms, or any situation where manual spreadsheet adjustments are needed to make the reports work.

Imagine training your AI on this data. It isn’t going to resolve the data issues or repair them, it will repeat them at scale.

A Practical AI-Ready Data Path for SMBs

Before deploying AI features across QBO, Service Titan or Jobber, our consulting teams help our clients focus on making sure the data is ready by cleaning and standardizing QBO financial data and ensuring jobs, customers, and invoices align across systems. Our cloud services team leverages Azure platform services to create automation and eliminate manual spreadsheets and workarounds. Then we centralize the data in Microsoft Fabric, creating a single source of truth allowing reports to be validated prior to laying AI on top. This approach turns AI from a grand experiment into a dependable business tool.

Trust Is the Real Measure of AI Success

AI only delivers value when business owners, finance teams, and operators trust the outputs. That trust comes from seeing numbers that reconcile, reports that make sense, and predictions that align with reality. When this alignment occurs through high-quality data, AI forecasts become credible and insights are explainable. Decision-making improves consistently.

Fix the Data, Then Let AI Scale It

AI can help SMBs compete with much larger organizations—but only when it’s built on a strong data foundation. QuickBooks Online, Service Titan, Jobber, and Microsoft Fabric form a powerful stack, but their value depends on data quality and alignment.

For SMBs, the winning strategy is clear: fix the data first, then let AI scale what’s already working.

jm bunny feetMake Sense?

J

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Streamline Your Accounting: Add-Ons vs. Full Migration

Growing businesses have growing needs.  More customers, more products, more workers, more vendors. More of everything, and the need to keep track of it all comes along for the ride. With business accounting systems, one of the challenges of supporting more detailed or complex processes is the idea of changing over to an entirely different solution.

Instead of thinking in terms of migration, it is often better to preserve the knowledge, training, and data already invested in the current solution, and add on to that system to support the expanded processes or functionality.

This is a buying decision in the business lifecycle: enable new systems and processes versus a comprehensive solution migration.

In many cases, the add-on or extension for QuickBooks is a better answer than a migration to an entirely different – more expansive and more expensive – ERP solution. Part of the reason is the historical data. Another is learning.

The early years of a company are the formative years, where much learning is accomplished. Losing the fidelity of this data and the organizational knowledge that developed is losing a past that could be learned from. There is also tremendous value in the working knowledge of the team members who utilize the systems every day. Preserving any of these investments is of benefit to the organization.

Mendelson Consulting works with business owners and stakeholders who know they need to expand systems and capabilities but just aren’t sure where to begin.

Our QuickBooks Enterprise experts, ERP consultants and cloud specialists can help identify the gaps in information, processes and workflows, and identify the solutions to solve the problems and smooth the flows. From QuickBooks add-ons, extensions and sync solutions to other ERP options, we provide our clients what they need to do more and better business.

jm bunny feetMake sense?

J

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Write it Once – The Value of Integration

It’s amazing how much time and energy continues to be spent on duplicate data entry and re-keying information generated by one system into another.  Human-based data entry is prone to errors, takes time, and carries with it the burdens of employee costs and resources.  It is a problem that businesses of all types have battled for years even though enabling solutions have been around for a while. 

Methods of integrating applications and data have existed for quite some time, and in recent years these methods have expanded to include a wide variety of platforms and more open standards-based approaches.  Even in the small business world, business owners using traditionally limited software products can enjoy sophisticated extensions and integration of their applications and business data.

To provide a simple example of the problem: when an individual writes a check, that check must be recorded for several purposes including the recording of the cost or expense as well as the reduction of funds in the bank account.  When a product is sold to a customer, inventory is relieved, sales are increased, accounts receivable or cash is increased, costs of goods sold are experienced, and customer activity is captured.  All of this information must be recorded, and the activity accounted for throughout the financial and operational systems and can represent a tremendous burden if not automated. This also means that data exists in a variety of places, increasing the challenges of information collecting and reporting.

 Cloud-based integration and infrastructure services such as DBSync and Microsoft Azure enable seamless collection, transformation, aggregation and storage of business data. Whether linking accounting with sales CRM or pushing financial and operational data to an Azure data warehouse for analytics, Noobeh and DBSync provide the data engine and the infrastructure to put it all together.

A small business owner’s situation offers a direct illustration. He sells computer parts through an ecommerce website.  Orders from this website are emailed to his order operators, who then turn around and re-key the orders into their accounting system where the inventory is also tracked.  Because of the increasing number of sales orders and product purchase orders to enter on a regular basis, there were three operators working in the department responsible for making sure website orders make it into the accounting system. Orders were frequently missed or misplaced, entry errors caused problems in accounting and product delivery, customer satisfaction went down, and the cost of handling web orders was increasing.

By implementing a single software solution, the company was able to not just address the current problem, but was set up to seamlessly increase business without increasing headcount. The solution was a system which takes transaction data from the ecommerce system and imports it into the accounting/ERP system. This single step allowed the business to reduce and redirect personnel costs, improve accuracy and timeliness of data entry, and increase customer satisfaction as well as overall business performance.

In even a small company, one piece of information may be used in a variety of ways and in a variety of systems. This complexity is found in simple business models as well as larger and more complex enterprises, revealing the value of integration solutions and automation tools at every level of operation.

Mendelson Consulting and Noobeh cloud services recognize that every business needs the right information at the right time to operate effectively. Our expert teams help businesses implement the solutions which bring business data together, empowering workers to be more productive and giving stakeholders the decision-support tools they need.

jm bunny feetMake Sense?

J

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Deadline Approaching for QuickBooks Desktop Users

All QuickBooks Desktop Users Are Required to Upgrade to a Current Subscription Model by Sep 30. Yes, the time has come to buy in to the software subscription model or lose access to your books. But at least you get to keep using QuickBooks desktop software, which is worth a lot of you’re already invested in QuickBooks.

Effective Sep 30, 2024, all existing users of QuickBooks Desktop Pro, Premier, Mac, and Enterprise Solutions v21 (and earlier) must transition to the annual subscription model. For Pro and Premier users, this is a short reprieve. Previously Intuit had announced a July deadline for renewing Pro/Premier licenses. After the now-September deadline, there won’t be any new sales of Pro or Premier licenses. With some of the recent price increases it almost becomes a moot point, as QB Enterprise is now priced similarly (less?) than Premier.

Something notable in all of this is that versions sold under non-subscription one-time licenses will be discontinued entirely. That is just fine for many users, however, as the much older versions don’t “phone home” to authorize the license, so they can keep working. The downside to that is vulnerability. Outdated and unpatched software is more vulnerable to risk than software that is actively updated to protect against various exploits. Best practices demand keeping software updated and patched. Being out of support with your business financial and accounting software is not a position you want to find yourself in.

Starting Oct 1, 2024, QuickBooks Enterprise will be the only QuickBooks Desktop version available for new purchases. For very small businesses, this is going to be a challenge as QB Enterprise is not as affordable as Pro was. These businesses may find that QuickBooks Online works for them, but they will not only miss out on a great deal of QB Desktop functionality that is not present in Online, but they will also be locked into the QuickBooks Online service model of receiving product updates without announcement, not having a backup of your company data, getting bombarded with a revolving door of add-on apps, and having literally no control whatsoever of where your data lives and how Intuit and its companies are accessing it.

If you are using an older version of QuickBooks Desktop, upgrading to the subscription model before the deadline is crucial to avoid any interruption of services.

What does this mean?

  1. Service Discontinuation:
    Failure to upgrade will result in the discontinuation of services such as QuickBooks Desktop Payroll, Payments, Online Backup, online banking, system updates, security patches, and live support. This could potentially disrupt your business operations.
  2. Immediate Action Needed:
    To ensure uninterrupted business operations, we strongly recommend planning your upgrade without delay.
  3. Advantages of Upgrading:
    Intuit encourages existing Desktop subscribers to upgrade to the current version (Desktop 2024) to benefit from the latest features, improvements, security updates, and bug fixes. Updated software also improves compatibility with current versions of Windows, Microsoft Office applications, Gmail services and other solutions that use modern methods of account protection and authentication.

At that time, you may also want to consider your alternatives to how and where you run your QuickBooks Desktop software.

Intuit offers “cloud access” with their QuickBooks Enterprise licensing, but this option is not your only or best option for running your QuickBooks Desktop/Enterprise software in the cloud.

With the bad guys (hackers) and malware being as prevalent as they are, businesses must be vigilant in securing their business and financial information. Shared hosting platforms where service providers allow many users from many businesses to operate on the same servers simply cannot provide the level of security or protection most businesses need.

Noobeh QBonAzure offers some limited shared hosting, but only for customers that have limited requirements and only for a few users. When a company needs more than just “vanilla” hosting for their valuable financial data, we strongly recommend going the private route and having your own cloud server.

Not just a “dedicated” server in a service provider’s network, Noobeh works only in the private Microsoft account of each customer, ensuring that there is absolutely no sharing of any resources with other customers. This allows us to build a system that works specifically for your business, with all the applications and services needed to support all aspects of operation. There aren’t different levels of service or service packages; each system is built and sized for the customer’s unique requirements, and we don’t charge per-application or silly things like that. You need what you need to run your business, and we host that.

Connect with us if you have any questions or need assistance during this transition. We will help you navigate the changes and understand how best to proceed for your business and circumstances, engaging with the right products and services to ensure continuity and set you up for greater future success.

jm bunny feetMake Sense?

J

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Help Your Business Streamline Operations and Bolster Agility

The landscape of information management is swiftly evolving, demanding that businesses prioritize enhanced efficiency and innovation within their IT infrastructure to attain peak performance and profitability. Cloud platforms emerge as indispensable allies in this pursuit, empowering businesses to streamline operations and bolster agility across various workflows, from finance to customer service and beyond.

In today’s technology-driven business environment, a modernized IT framework is imperative. While web-based applications and cloud-based software are often seen as panaceas, they frequently fall short of expectations, leaving businesses entangled in a web of inadequate solutions. The crux lies not just in software, but in establishing a robust IT foundation that seamlessly integrates applications and processes, enabling efficient data flow without the risk of errors or loss.

Cloud platforms not only facilitate seamless collaboration and remote access but also provide centralized data access, enhancing workflow efficiency and inclusivity (no more data silos!). Furthermore, the integration of connectivity solutions ensures smooth data flow throughout the system, minimizing errors and maximizing accuracy.

As businesses increasingly rely on interconnected data ecosystems, there arises a demand for professionals who are adept at navigating and optimizing these connections. Traditionally the realm of IT specialists, this responsibility is now shifting towards accounting and finance teams, reflecting the profound financial implications of every business operation.

Noobeh cloud services and Mendelson Consulting teams work with accountants, CFOs and operations professionals who wish to transform business activities into digital workflows and dynamic sources of intelligence and insight.

Using platforms such as Microsoft Azure, PowerBI and more, plus leveraging solutions such as Clearify’s QQube for QuickBooks, Noobeh helps growing businesses implement the platforms and services that support greater efficiency now, and which have the agility to adjust and adapt to changing conditions, ensuring future support and service.

Gone are the days when accounting and finance were mere repositories of historical data; today, they serve as frontline guardians of business viability. Microsoft Azure cloud platform and services from Noobeh, your business applications, and direct data integrations furnish businesses with real-time insights, transcending conventional silos of historical data and illuminating the intricacies of business performance.

jm bunny feetMake Sense?

J

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MISys Manufacturing Leverages Microsoft Azure Cloud with MISys on Azure

MISys Manufacturing software is designed for small to medium sized manufacturers, providing low cost of ownership and a flexible, modular design. When a business needs to add inventory management, purchasing, MRP, forecasting and scheduling, MISys is the solution that delivers the functionality. Noobeh cloud services has always provided hosting and managed services for MISys and MISys EXT on the Microsoft Azure cloud. Now, MISys Manufacturing has new options to take even more advantage of the power and flexibility of the Microsoft Azure cloud platform:

MISys on Azure

The new cloud deployment options for MISys Manufacturing provide direct support for Microsoft Azure databases and app services. Customers can use their own self-managed Azure subscriptions and the MISys installer can provision the app and database to get it all going. Noobeh helps businesses get started with the Azure cloud, assisting with the setup and deployment of services on the most secure, scalable, and agile platform available. Noobeh services delivered on Microsoft Azure take full advantage of the Microsoft cloud platform and all it has to offer.

While the primary focus of MISys releases starting with v6.4.5.0 have been to have an installer-assisted deployment with Microsoft Azure, the complexity of Microsoft and Azure account and subscription setup can be daunting for even experienced technicians. Noobeh simplifies these processes by assisting businesses with the creation of the accounts and the provisioning and preparation of the services necessary to support a MISys on Azure installation.

Each Noobeh MISys on Azure customer gets their own absolutely private Azure tenant account, which ensures that there is no co-mingling of resources and no possibility of interactions between customer accounts. And Noobeh deploys services with the resources necessary to deliver the right solution for each business client, knowing that adjustments can always be made as business needs change.

MISys Manufacturing can be implemented in a variety of configurations, allowing each deployment to meet the specific needs of the client. Noobeh helps companies deploy MISys Manufacturing software in all its forms, handling the installation and technical configuration whether on-premises, exclusively cloud-based, or hybrid.

Cloud Server | Cloud Database | Cloud Desktops | Cloud Everything

With Noobeh and MISys, you can choose from configurations that keep the desktop/client software local or cloud, have your database on your cloud server or just have a cloud database, or combine the benefits of managed desktops and data by putting the entire system in the cloud.

No matter what accounting solution you use with MISys, Noobeh has an answer for that, too. We’re specialists at hosting QuickBooks and Sage desktop products, and work with businesses using QuickBooks Online, Sage Intacct and other web-based solutions. You need your MISys installation and your accounting software to work together? We’ve got that delivery model.

With MISys on Azure and Noobeh, business owners have the assurance that their software can be deployed in a model that meets with their specific needs and budget, and with the flexibility to change and grow along with the business.

jm bunny feetMake Sense?

J