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Hosting QuickBooks Desktop Editions – The Good and the Bad – Accountex Report

published on blog, now Accountex Report, January 22, 2013. This is an oldie but a goodie… perhaps more relevant now than ever.

With the accounting industry moving towards cloud computing and fully online working models, users of Intuit QuickBooks desktop editions may believe that their best option is to migrate to a web-based edition of the software rather than continuing to use the version of QuickBooks they have come to rely on. While QuickBooks Online Edition may seem like the best option for anytime, anywhere access to financial applications and data, it might not provide the functionality or features that QuickBooks desktop edition users need. When the business needs the full capability of the desktop edition product, hosting that solution with an application hosting service provider may be the right answer.

“Hosting” QuickBooks desktop editions means that a hosting service provider installs and manages the QuickBooks software and the company data files on their own cloud-based servers. Users don’t have to install QuickBooks on their PC, because they use the Internet to connect to their QuickBooks software and company data hosted by the service provider. Whether the service is accessed by clicking on an icon on the local PC desktop or by logging in via a web page or portal, the underlying technology is still Windows and QuickBooks.

Continue reading Hosting QuickBooks Desktop Editions – The Good and the Bad – Accountex Report

check out MyQuickCloud for QuickBooks Remote Access and Managed Cloud Hosting

What we’ve learned about desktop and application hosting for small businesses

Application hosting is pretty popular these days, and a lot of that popularity can be attributed to the proliferation of web-based and SaaS solutions that have clearly revealed the benefits of mobility and managed service.  Not everyone wants to or can use a web-based application, however, causing demand for hosting of desktop applications to grow.  Take a look at what’s going on with Intuit QuickBooks, for example.  With all the push to QuickBooks Online, Intuit has created a surge in the demand for hosted QuickBooks desktop editions.  Folks want their QuickBooks available for remote access and to support multiple users from different locations… but they also want to continue to use the feature-rich QuickBooks desktop products their businesses rely on.  Hosting lets them have their cake and eat it, too.  It’s the best of both worlds.

Back in 2000, there were a few in the tech industry that said the desktop would be dead soon.  Business users wouldn’t be sitting down to work at computers, they would be using various devices to access their applications and data, from anywhere.  Those early visionaries recognized that mobility was the coming thing, and that even the smallest of businesses would need what was at the time enterprise-class technology. I wasn’t so sure about the potential death of the desktop and the beloved applications businesses love to use, but I was pretty certain that “working online” with centrally-managed systems was the thing to work toward.

A lot of hosting companies started up at that time, and a lot of them went out of business just a few years later – some in virtual flames.  Customers lost time, productivity, and in some cases their data.  Investors lost their investments.  It wasn’t that the service providers weren’t doing a good job, or that the technology wasn’t quite up to the task – the problem was the hype and the money.  Too many people sat on the sales-side of the technology, making promises they couldn’t deliver and coming up short in meeting investor and customer demands.

Quite a number of years have gone by, and the market is still rife with promises unkept and solutions undelivered.  But some of us in the industry have learned a lot over the years, so I’d like to share some of that learning.

Application hosting services gained popularity because they solved some major problems for businesses and their collaborators (including accountants, bookkeepers, remote workers, etc.).

Hosted application services allow everyone to work on the same software and data, regardless of where the user is located. Hosted application services provide centralized access for businesses with multiple locations or mobile workers.  And hosted application services make it easier for contracted or engaged professionals like accountants and bookkeepers to work closer with their clients.

In the beginning, when we were just launching these hosting services, the equipment, facilities and expansive engineering labor requirements were really expensive so there was tremendous pressure to find ways to keep costs down.  For customers, the plan was to pack as many users into the environment as possible, with volume representing a way to get a lower per-user cost.  This concept paved the way for the accountant cloud server model, where it was suggested that an accounting firm could bring all their clients onto the cloud server to help keep the costs down.  For a while that model worked pretty well, but then some issues started to be revealed.

With small business application hosting, particularly when dealing with QuickBooks, it should be recognized that nobody uses just QuickBooks.

There’s almost always a plug-in or add-on or some other solution that is also required with QuickBooks. Taking payments in QuickBooks requires a 3rd party plugin if you aren’t going to use Intuit payment solutions.  Downloading payroll data from another service may also require a plugin, as does the tax add-on and the order sync tool and the solution that integrates orders from the website or via EDI from vendors or suppliers.  It is almost never just QuickBooks.  When a provider tries to pack all that customization into a single server and serve a whole lot of different business, each with their own needs – things go a bit sideways.  Servers hang, customer applications interfere with one another, and data gets compromised.

The next phase then was either VDI or dedicated service.  VDI was and continues to be too expensive and complex when you have to factor in database engines, shared storage and such.  Dedicated service (server) is a bit more straightforward and still has some economy of scale.  With this model, each customer gets what they need.  They’re still in a cloud-hosted environment so collaboration isn’t a problem, and every customer has the benefit of working with exactly the software solutions they need for their particular business.  The challenge is serving just a few users.  Even though cloud servers can be relatively affordable to get these days, it may still be too costly for one- or two-user situations. (Note that these are the folks that often find themselves compelled to try the online, web version of an application simply due to cost.)

The customized cloud delivery is the right concept, but many service providers still have problems supporting multiple applications for customers and often charge quite a bit extra while delivering a marginal level of service.  You may find a provider who will try to deliver any application for you (and many will do that poorly) or you may find a popular provider that can only offer a particular set of applications for hosting.  If the provider isn’t able to deliver the applications the business needs, or if they are unable to deliver custom or personalized service, then they are likely not the right provider for the business.

The emergence of public cloud services like AWS should make it easier for small businesses to get affordable computing power and customized cloud service from any IT provider, but it hasn’t yet. 

The public cloud is still far too complicated for most small businesses to navigate or even get started with.  Truthfully, it is difficult for many IT resellers and partners to navigate, too.  Getting started is potentially costly in terms of time and resources especially for service providers, so those costs and complications end up reaching through to the customer.  The public cloud just isn’t ready for the average small business to take advantage of directly, so on-premises servers or managed cloud server hosting are still the most viable options.

A big wrinkle in the whole hosted online application model is that many businesses don’t really need or want to completely outsource their IT to a cloud provider.

Considerations relating to privacy and proximity are paramount for many business owners, not to mention the trust factor.  Lawyers, accounts, manufacturers… business owners in any industry may be uncomfortable considering moving their systems and information out of their immediate control.  There could be regulatory concerns or logistical challenges, or it could be something as simple as realizing that there remain applications or data on computers on-premises that make an outsourced hosting approach more complicated and costly while delivering only a partial solution.  Whatever the reasons, there remains a lot of in-house IT and that’s OK.

There is no doubt that business owners and their team members need and want mobility and secure remote access.  They also want to work with the IT providers they trust and maybe they even want to continue working from servers they have already contracted for or purchased.

Forcing a business owner to migrate their systems to a hosting platform when all they really want is remote access or multi-user service seems a bit like overkill.

Granted, there are many benefits to be derived from outsourcing IT management and administration, like improved focus on the business, and various business processes and workflows could be more streamlined with a centrally-managed and fully accessible solution.  Yet those benefits are the intangibles that businesses must discover after-the-fact, and are achieved only if the business works specifically towards those goals.  In short, it isn’t necessarily what business owners are buying.

If we have learned nothing else over the years it is that things don’t move as quickly as we’d like them to.

The world never seems to end before your homework is due.

Software-as-a-Service hasn’t completely killed off desktop software, and smartphones and tablets haven’t ended the useful life of the desktop computer.   What they have done is fully expose the desire and need for mobility and access, and have opened the doors for tools to address those needs more affordably and flexibly than the other approaches previously available.

jmbunnyfeetMake Sense?


Cloud service and remote/mobile capability can be had and it doesn’t require a wholesale replacement of systems and applications to get it done.  It also doesn’t require expensive and complicated solutions that publish applications and desktops, big Active Directories and a ton of engineering time.

mqc-logoCheck this out –  MyQuickCloud is a different approach to hosting and remote access that delivers big benefits to users and IT partners alike.  Unlike previous approaches, this one does not require businesses to select a single provider or even a single hosting model, so business owners can continue working with products and the providers they trust.

  • MyQuickCloud enables remote access and desktop hosting from existing systems, so a business can extend their resources to reach mobile workers and remote offices quickly and affordably.
  • If the business wants to incorporate additional servers, or even migrate to hosted cloud servers, MyQuickCloud streamlines and simplifies the process and ensures that users won’t be confused by new interfaces or methods of connecting. Yes – MyQuickCloud offers cloud servers on AWS, too, so you can use your own server or one from them.
  • MyQuickCloud removes the challenges and expense of installing and configuring remote access and virtual desktops, so partners can get their customers up and running in just minutes instead of days.

The Cloud and the Business Desktop

The Cloud and the Business Desktop (with QuickBooks)

Cloud computing is here – no longer is it considered to be temporary or just a fad.  Even though there are many businesses in the country without access to high quality high-speed Internet connectivity, the levels of investment and revenue surrounding cloud and mobile computing solutions and technologies has proven that mobility and managed service matter to those who are connected. What’s interesting is that the popularity of the cloud and the emergence of cloud-based applications and services haven’t really put much of a dent in the need for the desktop, which remains as the business workhorse and – connected or not – represents the foundation for business productivity and getting work done.


Some years ago, business applications began to emerge in SaaS (software-as-a-service) format, meaning a customer could simply subscribe to an application on the web rather than purchasing and installing software.  This option clearly resounded with many business customers and ushered in an era of online application services oriented specifically toward mobile users. Yet the desktop remains as the place where online solutions meet productivity (export any online data to an Excel spreadsheet recently?) and where accounting and finance connect with the rest of the operation.

Believing too much of the marketing-speak around cloud computing, many business users believe that they can only remotely access business software solutions if they are “cloud” and subscription model applications, and that the desktop products they know and have invested in cannot be available to them in a fully managed online model.  In fact, a large number of the business owners I speak with that actually use hosted desktop services somehow believe that the software they are using is something special and different from that which would be installed to their PCs. The fact is that the software is not different, regardless of what they may think. More often than not, the hosted applications are EXACTLY what the customer had previously installed (or would have installed) to their own computers had they not been working with a hosting provider.  Whether they are hosted or not… the desktop products generally function with all the features and capability designed into them because they are hosted on platforms they were designed to run on (like Microsoft Windows, for example).

Customers of the QuickBooks hosting companies often refer to their systems as “QuickBooks cloud, but not the online one”, not really understanding that it is simply the full desktop application that is being hosted for them.

Regardless of how many online application services emerge, and even if (IF) web-based versions of our favorite word processing and spreadsheet software become as useful as the installed kind, there will still be a need for the desktop if for no other reason than to make it easier to use and work with a variety of solutions at the same time.  Perhaps this is why remote desktop computing and hosted application services are becoming increasingly popular approaches to cloud and managed computing services.  The user benefits from having the feature-rich applications they need and a single place to access them and make them work together (the desktop value proposition), yet is able to have remote and mobile access, comprehensive system management and maintenance, data protection, helpdesk support and affordable monthly payments (the cloud value proposition).  In many ways, application hosting models represent the best of both worlds for the business.

JJoanie Mann Bunny Feet

Make Sense?

Consider how beneficial it would be to businesses who want the advantage of remote desktop and mobile access to applications to be able to run their QuickBooks (feature-rich desktop QuickBooks) and/or other business applications in an anytime, anywhere sort of environment. Businesses can obtain hosting services for QuickBooks Pro, Premier, and Enterprise – allowing organizations to have their QuickBooks financial applications managed, protected, secured, and made available to users all the time and from any location. Some hosting services may also support integrations and extensions for QuickBooks – for both desktop and Web-based applications and services. When the host can provide authorized subscription licensing for Microsoft Office, a business can have a complete, outsourced IT solution and pay only monthly service fees to get it. No installation or system management to worry about: the QuickBooks financials, the productivity, the operational systems and plugged-in applications can all be hosted in the cloud.

No REST for QuickBooks Desktop Integration Developers

No REST for QuickBooks Desktop Integration Developers

elastic-cloudIntuit, the maker of QuickBooks small business accounting software (among other things), is discontinuing service for the REST API and the Sync Manager on March 1, 2016 [1].  Developers with applications which integrate with the desktop editions of QuickBooks using this method must change their approach right away or risk having their integrations simply stop functioning.  It’s not that Intuit will DO something on March 1st.  Rather, they’ll stop doing something – like handling Sync Manager integrations.

There are a lot of different types of businesses in the world, and each of them produces and consumes a lot of information.   From sales to human resources; from operations to finance – every business generates and manages information to support the various processes which make up the business activities.  Computer systems and software represent the tools businesses use to develop and manage information, and often become foundations for structuring the information which flows through the organization. Just as there may be different people in the business, each with their own responsibilities and job functions, there are likely software applications which are similarly oriented to support different processes within the business.  Integrating or connecting different applications and processes within the business helps the organization be more efficient with information usage, generally increasing the quality of access and reporting throughout the business while at the same time reducing or eliminating redundant data entry and the potential for errors.  Software integrations are a big thing to many businesses, which is why the discontinuation of Intuit’s Sync Manager for QuickBooks Desktop editions is a big deal.

Intuit’s Sync Manager was the big thing just a few short years ago.  Providing developers with a seamless method for accessing QuickBooks company data and passing it to/from web-based and other applications was a boon to the online application model and paved the way for many disk-based integrated solutions to migrate to SaaS offerings instead.  Developers who saw success operating in Intuit’s QuickBooks marketplace as recognized add-ons were encouraged to use Sync Manager so that they would be able to seamlessly market to, subscribe and onboard new users who purchased QuickBooks products. Whether or not the developer participated in Intuit’s application marketplace, the Sync Manager and the REST API provided them with some very important capabilities and supported new methods now recognized as “standards” for development of web-based solutions and services.

The World Wide Web has succeeded in large part because its software architecture has been designed to meet the needs of an Internet-scale distributed hypermedia system. The modern Web architecture emphasizes scalability of component interactions, generality of interfaces, independent deployment of components, and intermediary components to reduce interaction latency, enforce security, and encapsulate legacy systems.

In order to integrate a solution with QuickBooks desktop products, there are two essential problems to solve.  First, there must be access to the QuickBooks data.  Few products are able to directly access the data in a QuickBooks data file; generally, the QuickBooks program itself is used to ‘broker’ access to the company file. So, developers need a way to work inside of QuickBooks to use it to access the data their applications need.  Second, the data must be transported (via the Internet) to allow for data to come from QuickBooks into another app, or to allow data from the other app to come to QuickBooks.  The REST API and the Sync Manager addressed both of those problems and provided developers with the mechanisms required to facilitate the data integration as well as transport the data.

REST (representational state transfer) is “the software architectural style of the World Wide Web [2]” and represents a standard for creating scalable, distributed system interactions.  Using this method, developers were able to make their online solutions access, read and write data in QuickBooks desktop products because Intuit had first sync’d the data to its servers, so developers needed only to reach the Intuit servers to reach the data.  The Sync Manager provided the transport, carrying the data to/from the desktop installation where the Sync Manager service was running.  And, because the Sync Manager was basically built-in to QuickBooks, there was no additional software to install and maintain on the computer because it was all part of the QuickBooks installation.

Intuit did a fantastic job of getting developers to move to the API integration method, positioning all those lovely 3rd party solutions for linkage via an account and, now, to QuickBooks Online.  Intuit is clearly favoring the QuickBooks Online edition and the API integration method available with that platform, and is telling developers that they must convert their customers to QBO in order to retain the easy connective ability they had with the desktop editions via Sync Manager.

Now that Intuit has announced the discontinuation of the REST API and the Sync Manager, what options do QuickBooks integration developers have, and how can customers using 3rd party integrations keep using them?  Options do remain, and they aren’t all that bad.  In fact, the options which remain continue to be the methods of choice for certain developers. These developers recognized early on that Intuit’s somewhat “lightweight” methods couldn’t handle the complexity or full functionality of their integrations facilitated their solutions using the SDK and never looked back (and still don’t).  For this community of developers – many of whom likely never considered trying to market their solutions in the Intuit app marketplace – the elimination of the REST API and Sync Manager don’t really matter.  They didn’t bother with them in the first place, just as they aren’t bothering with QBO.  Those solutions don’t fit their customers, anyway.

The QuickBooks desktop SDK (Software Development Kit) has been around for years, and using the SDK developers have been able to craft tight integrations between their solutions and the QuickBooks desktop products.  From payment plug-ins to fully integrated sales, customer relationship, inventory and manufacturing solutions – a broad range of integrated applications built with the SDK have been successfully deployed to QuickBooks customers all over the world.   Many applications which integrate with QuickBooks desktop solutions are desktop products themselves and are designed to work within the same desktop and network environment as QuickBooks, so there is no need to worry about “transport” of the data over the Internet.

For other solutions, such as online applications and services, there may be a need to exchange data via the Web. The QuickBooks Web Connector has also been a very popular solution for developers of applications that integrate data with QuickBooks.  The Web Connector is just what its name implies: it is a way to connect QuickBooks to the web and vice versa. With the Web Connector application and a web connector configuration file, developers could provide a method of exchanging data between QuickBooks desktop and another solution fairly simply.  While the Web Connector is quite useful in providing a means to transport integrated data to/from the QuickBooks desktop to an external system (like an online application), it only allows access to whatever data Intuit decides.  For this reason, many developers use both an SDK application and the Web Connector so their applications can access all data required and also have a web service available to transport it.

There are numerous implications relating to the sunset of QuickBooks REST API and Sync Manager, and another among them is the impact in hosted environments.  For customers who are (or might) benefit from hosted QuickBooks delivery models, what does the end-of-life of the Sync Manager mean?  Since the Sync Manager was basically built into QuickBooks desktop editions, it meant that there wasn’t any extra software to install or manage when a company wanted to adopt a Sync Manager-based 3rd party integrated solution. In a hosting environment, this means that the customer could easily add integrated applications to work with their hosted QuickBooks and the service provider might never even know it was being done.  There would be no additional software to install on the host servers; so many providers would simply be unaware that their customers were using these other solutions.

As developers return to SDK and Web Connector implementations in order to integrate with QuickBooks desktop, customers will ask their hosting providers to install the QWC (QuickBooks Web Connector) and/or integration software in their service.  In shared service delivery models, this may be virtually impossible to do without potential compromise to existing customers using those servers or other applications resident on the systems.  Hosting customers will not always understand that a “simple plug-in” actually represents installable software that must be secured, maintained, managed, and kept from improperly interacting with other software in the environment.  Some providers may not even be willing to work with the new integration software, while others may allow it but will not take adequate precautions to ensure proper and secure function.

Intuit has said to many constituent groups that its focus on desktop editions of QuickBooks will continue, and new certifications and benefits for desktop ProAdvisors (and continued development of interoperability with other solutions, like the Revel POS integration for QuickBooks desktop) give support to those statements.  Yet developers who support integrations with QuickBooks desktop are once again adjusting to the not infrequent changes Intuit makes to developer programs and philosophies.  The push to QBO and connected apps may be the focus for QuickBooks marketing dollars, but there are still quite a number of (very busy!) developers supplying solutions to businesses who don’t shop inside their QuickBooks software.

Joanie Mann Bunny FeetMake Sense?





Mobilizing QuickBooks Desktops: Hosted QuickBooks for Remote and Mobile Access

 Mobilizing QuickBooks Desktops: Hosted QuickBooks for Remote and Mobile Access

There was a time not too long ago when the “thought leaders” in information technology said that the desktop is dead, and all software will be accessed via the web. (Note: I put “thought leaders” in quotes because industry thought leaders are often those with the greatest media influence.  After all, you can’t lead them if you can’t reach them, right?). The whole no software thing is a dramatic oversimplification of what is happening with computer software, but one thing is kind of coming true: nobody wants to be tied to their desktop.  It’s not that the desktop is dead… it’s just not all there is. For users of the desktop editions of Intuit QuickBooks software, the question really isn’t whether they intend to give up their familiar and trusted software to use a different, online solution. The question is how to use the QuickBooks desktop software they want in the cloud so they can use it on desktops that aren’t the primary desktop computer, or on mobile devices.

Computing technology has finally reached a level of accessibility that was previously only imagined in science fiction stories.  Communicating instantaneously with anyone anywhere around the world; accessing extensive (limitless?) libraries of information, art and music with a simple handheld device – these are the things that people do every day without a second thought.  Business users may even be able to access their business documents, email, contacts and appointments etc. from mobile devices, enabling a productive and functional mobile workforce.
desktop-appsYet the desktop remains as the primary workhorse for most business users. This is where the productivity applications live, where large spreadsheets and full-screen applications are run, and where keyboarders and production data entry users operate.  Tablets, touchscreens and mobile devices just don’t provide the same capabilities unless you tether them to full size monitors and keyboards.  Even then they may not because they might not run the same OS as the desktop.  The point is that the desktop hasn’t gone away and isn’t likely to any time soon.  Users may use more mobile apps and devices, but this isn’t diminishing use on the desktop as much as it augmenting it.  This is what fuels the interest in application hosting and virtual desktop computing models – the desire to mobilize desktop and network applications and working environments.

Hosting applications and data gives businesses the flexibility of working in desktop applications and accessing data just as if they were in the office, yet users may be located anywhere there is Internet connectivity. When the applications and the associated data are managed in the datacenter, businesses are able to centralize their information assets and manage them more effectively than if the data were distributed among multiple computers.  While most sync and share solutions require files to be downloaded to local computers in order to open and edit, a hosted application service with virtual desktops and file sharing provides a security model which keeps business data secure yet available for user access without compromising security by downloading information to the user device.


A hosted solution approach can make license utilization more efficient and compliance easier to maintain, too.  By enabling access to applications on a centralized platform and eliminating the installation and maintenance of software on individual computers, businesses reduce the reliance on local IT personnel to install and update applications and user accounts, and improve their ability to control application assignments and usage.

Hosting helps businesses take advantage of technology that would otherwise be unaffordable, and delivers the mobility and centralized management required to boost productivity and contain costs.  There is a high cost to managing a business network, and creating secure mobile access to that network can represent an exponential increase in IT spending (just to initially set up, not to mention ongoing costs for security management, monitoring and support). Rather than taking on the entire burden of service management and delivery directly, businesses electing to work with hosting providers find that they are able to focus more on business operation, strategy and growth – and spend less time worrying about the IT supporting them.  Costs are reduced, workers are empowered, and capabilities are increased while knowledge and process investments are preserved.  When it comes to mobilizing business applications like QuickBooks desktop editions, it all starts with a hosted approach.

Joanie Mann Bunny FeetMake Sense?


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