QuickBooks Terminal Services

11 posts

QuickBooks Virtual Server

I install a lot of software, sometimes on a very large scale. My software installation best practice requires that anytime I install software for a client, I review release notes and minimum systems requirements from the software manufacturer. It’s not uncommon that major changes occur between version updates that will impact an installation that I’m doing.

Recently, I encountered a situation that challenged my default server installation methodology to the core. This challenge will prove to impact the way I look at QuickBooks in the future.

My server installation best practice requires me to consider virtualizing any server environment before I consider using a physical server. Virtual technologies integrated with RAID storage arrays are mature and as common as Ford trucks. Only a few architectural instances dictate a physical server; an on site domain controller and a network fax server using multi port pots lines come to mind.

My back up and disaster methodology depends upon continual data protection, continually writing an updated virtual server image to local and offsite storage. CDP is pretty much the norm in the industry today.

My most recent QuickBooks installation environment revolved around the role Remote Desktop Services plays in reducing costs and increasing manageability. It’s almost a no brainer to build a  thirty user QuickBooks Enterprise 13 set up with Server 2008 R2 Remote Desktop Services on top of VMware, using Acronis to write a virtual image into a datacenter. However, QuickBooks release notes and latest system requirements stopped me dead in my tracks.

First, I came upon QuickBooks system requirements and Intuit’s concept of “natively installed” splattered all over the Intuit QuickBooks Support Systems Requirements page. I had not seen these requirements in the past. Check these out:

System requirements for QuickBooks 2013 and Enterprise Solutions 13.0  Native Installed

Apparently, Intuit does not recommend or support QuickBooks installation on a virtual server. An IT person might say, “so what.” My experience tells me that only a fool will run a large QuickBooks environment without a yearly Intuit QuickBooks Support Contract. There are always reasons to get Intuit’s assistance to keep your QuickBooks operational.

Secondly, if the failure to support QuickBooks installed on a virtual server is not bad enough, Intuit states that “QuickBooks will work with systems running RAID (Redundant Array of Inexpensive Disks) but this is not recommended because performance issues may cause QuickBooks to operate slowly.”

Essentially, Intuit prefers that the two pillars of server technology, virtualization and RAID be completely avoided, to the extent that Intuit will not support you if you deploy virtualization and RAID. This strikes me as a large problem or a great opportunity.

How might this situation effect you?

QuickBooks Multi User QuickBooks Server QuickBooks Remote Access

Not all small businesses can afford QuickBooks Hosting. But, many businesses can’t afford not to. A small business must make a solid business case to spend $50 per user on Hosted QuickBooks. Make the business case and you too can spend many years using QuickBooks Pro, Premier, Accountant or Enterprise Solutions trouble free.

If your business can’t make the case for Hosted QuickBooks, consider this unorthodox route to your own QuickBooks Multi User, Remote Access QuickBooks Server.

The process to build what you need is very straight forward. It will work for 3 user Pro or Premier. If you use a re purposed XP Pro computer, you can save quite a bit of money. The steps are below.

Build a new XP Pro or Win7 Pro computer.

Assign to a domain if it needs to be part of your domain.

Download and Install per their instructions the appropriate version of Thinstuff XP/VS Terminal Server (http://www.thinstuff.com)

Install your version of QuickBooks Pro or Premier.

Setup domain security or local user security.

Turn off any firewall software on the server or write rules to allow rdp and vpn.

Test multiuser desktop access on the local network.

Setup QuickBooks users.

Test multiuser QuickBooks access on the local network.

You now have a multiuser RDP accessible QuickBooks server.

You can use XP/VS Terminal Server to serve a desktop or TSX RemoteApp to serve only QuickBooks.

To add remote access to the server, install OpenVPN or LogMeIn Hamachi VPN on the server and on client computers. You can then access QuickBooks from anywhere you have fast broadband Internet.

Compare this to my Enterprise Solutions server by the book setup:

Remote Desktop Services with Microsoft Windows Server 2008 R2 standard with the latest Intel 64 bit processors, 32 GB RAM and 1000GB drive (not raid) for serving thirty users’ desktops, the maximum size for a single Enterprise installation on a physical server. Add a backup/recovery scheme and redundancy to power and memory to allow for maximum uptime. For a datacenter, dedicate one physical server and network segment to one unique business.

One can save a ton of money.

Time To Chose A QuickBooks Hosting Provider

If you are tackling a new QuickBooks server installation, consider this story line.

Let me be honest with myself here. I would like to have a five user QuickBooks installation that allows me the same functionality as a commercially hosted QuickBooks setup, one that would run me $250 per month.

Actually, I really want to recoup my cost by hosting a few of my clients for $50 a user. I know of twenty clients that I can host right now. It can’t be that hard, as I find myself opening up my new $1000 Dell server I succumbed to purchasing online.

Much to my surprise, the server sets up almost automatically right out of the box. My new copy of QuickBooks Pro sets up quickly. Within a few hours, I’m up on the network and sharing files and QuickBooks with my other two employees. So, I’ve decided to add a couple more employees and set this server up for a few customers. Although sharing QuickBooks with a few employees and customers sounds simple and straight forward, this story usually ends with many unhappy customers and a project that turns into a money pit.

Consider the real gotchas.

The $1000 on sale server might be enough to share QuickBooks among three employees, but it won’t live in a situation that demands any more stress. Options like virtualization, redundant power supplies, redundant disk arrays, multiple processors and up to 32GB memory for multiple application loads do not come standard on a $1000 server.

Terminal Services, a necessity for running QuickBooks in a multi user remote access environment requires additional Microsoft licensing to be purchased. Microsoft states, “In addition to a server license, a Windows Server Client Access License (CAL) is required to access the Windows Server software. If you wish to utilize the RDS functionality of the Windows Server software, an incremental Terminal Services Windows Server 2008 Terminal Services Client Access License (TS CAL), or the new Remote Desktop Services Client Access License (RDS CAL) is required as well”

Intuit will not support QuickBooks Pro in a Terminal Services environment for end user customers. One will lose access to any support help from Intuit unless the Enterprise version and Enterprise support are purchased and run exclusively.

The typical software architecture to add multiple secured users to Windows Server is not possible, when clients require any third party add on software or integrated FEDEX or UPS shipping functionality. Virtualization of QuickBooks and the underlying server software established itself as a mature technology long ago. Third party software is expensive but an absolute must.

Recently, Rick Fallahee, CEO of NovelASPect, offered some great advice about choosing an application Hosting provider. One of Rick’s suggestions is spot on. “When searching for an application hosting provider, make sure they offer Citrix.” Microsoft Terminal Services presents a “remote desktop” to the end user. But software designed to virtualize applications such as QuickBooks and Peachtree often finds its way to the cutting room floor in order for hosting providers to cut cost. Citrix removes boundaries imposed by default Terminal Services and allows effortless printing and scanning from USB devices such as POS devices, webcams, microphones, scanners, digital cameras, and more. Citrix facilitates access from many types of devices like Apple MACs and smart phones. Invest your $250 a month (a typical five user hosted application) in a solution with Citrix.

QuickBooks Enterprise retails for $3000 for a five user version. A fully virtualized and redundant server setup from Dell with appropriate licensing runs well over $20000. I don’t think I’ll be offering up my $1000 server to host QuickBooks Pro and Premier to my customers anytime soon.

If you need QuickBooks hosting or Peachtree hosting, contact me. I can help out.

You Can Still Buy A New XP Pro Computer

I published this article almost a year ago. I wanted to update everyone that might need an XP Pro computer. As of yesterday, I can still purchase a new XP Pro computer. There continues a need to have a physical CPU with XP Pro, necessary to run legacy applications, especially in the security and medical businesses that I’m most familiar with.

I’m still amazed at the number of times people inquire about purchasing a new XP Pro computer. I see no reason not to buy an XP Pro computer. I configured a new Dell business desktop computer today for a project I’m working on.

The Dell summary worksheet details my computer specs for a new QuickBooks server, a great deal considering it has 2gb memory, 3 year on site service and 3 year anti virus software. As a mater of fact, I will use this computer as a multi session terminal server designed for both local access and remote access from the CPA’s office. The entire project costs will come in under $1000 plus the QuickBooks license.

If you need a new computer, all the major players still sell Windows 7 Pro downgrades to XP Pro. It just takes a bit of effort to configure and purchase them. I continually need a steady supply of XP Pro computers for small businesses.

If you want to save a good bit of money, try searching Amazon for off lease desktop or refurbished desktop. Check the specs carefully for memory, hard drive size, dvd burner and the operating system to get a great deal.

They say one picture’s worth a thousand words. Check out this screen shot of my prototype QuickBooks terminal server on a shoe string. You can plainly see three users’ remote desktop QuickBooks Multi User sessions and an administrator desktop session simultaneously working on an XP Pro based terminal server. This stuff’s so much fun.

Three Simultaneous QuickBooks Sessions on QuickBooks Server

QuickBooks Server Remote Applications On A Shoe String

They say one picture’s worth a thousand words. Check out this screen shot of my QuickBooks Remote Application Server, a QuickBooks multi user terminal server on a shoe string. You can plainly see three users’ remote desktop QuickBooks Multi User sessions and an administrator desktop session simultaneously working on an XP Pro based terminal server. This stuff’s so much fun.

Three Simultaneous QuickBooks Sessions on QuickBooks ServerThe key to all this fun is a product called Thinstuff, a remarkable tool that changes an XP computer into a multi user terminal server computer. The cost can be as little as $99 for a three user license. Thinstuff uses several license models to help companies save on expense. Try it out by downloading a trial from their product purchase page.

I know you will be as impressed as I am. Thinstuff XP/VS Terminal Server Lite and XP Pro saves me a substantial amount of money over Microsoft Server 2008 Standard Terminal Server or utilizing a hosted QuickBooks solution that averages around $50 per user per month. If you need control or have requirements for faxing, label printers, bar coding or other unusual things, this is the way to go.

To gain access from the Internet, port forward remote desktop through the local firewall to the QuickBooks server or avoid any tricky firewall configurations at all by adding another level of security with LogMeIn Hamachi. Install it on the server and any of your remote users including your CPA.

I’m still amazed at the number of times people inquire about purchasing a new XP Pro computer. I see no reason not to buy an XP Pro computer. I use XP Pro commercial desktop computers to build the Holy Grail of QuickBooks setups, QuickBooks Remote Application Servers, multi user terminal servers. I also use them to build QuickBooks Dedicated Production Servers, the standard QuickBooks multi user client-server deployment that I detail in my book.

The Dell summary worksheet details my computer specs for a new QuickBooks server, a great deal considering it has 2gb memory, 3 year on site service and 3 year anti virus software. As a mater of fact, I will use this computer as a multi session terminal server designed for both local access and remote access from a CPA’s office. The entire project costs typically come in under $1000 plus the QuickBooks license.

If you need a new XP Pro computer, all the major players still sell Windows 7 Pro downgrades to XP Pro. It just takes a bit of effort to configure and purchase them. I continually need a steady supply of XP Pro computers for small businesses. If you want to save a good bit of money, try searching Amazon for off lease desktop or refurbished desktop. Check the specs carefully for memory, hard drive size, dvd burner and the operating system to get a great deal.

Virtual QuickBooks Multi User Into The Cloud

qbiconExtending our understanding of routine software tools such as QuickBooks Multi User sets the stage for us to profit from new technologies. Most of us know the QuickBooks icon well. Our common frame of reference allows us to explore over-used, over-hyped technology terms like virtual computing, virtualization, cloud computing, cloud services and the cloud, in a way that guides us to a solid business decision.

In an article I wrote for my business, the last server you will ever need may very well be the server that contains your QuickBooks multi user application. I’ll show you one way that QuickBooks might be moved into the Cloud, explaining the terminology as we go. Consider this pathway as evolving from one configuration to the next logical step and so on. Chances are, your QuickBooks environment may reflect one on the steps along the path. Also consider that the entire point of this exercise, to replace the high cost of local infrastructure with the low cost of cloud resources motivates our journey down this path.

networkYou may not be using QuickBooks in your business, but you probably understand that networked QuickBooks multi user requires networked server or desktop resources to share company files with other computers that have QuickBooks installed on them. Larger QuickBooks environments can have as many as thirty users. So you may have something like this illustration with PC1 hosting QuickBooks company files for PC2 through however many computers you have QuickBooks installed on.

Now, consider the very next step. Suppose you’ve reached the point in your business that you have more than a few users, you also have some automation going on with QuickBooks, you’ve purchased my “Build Your Own QuickBooks Production Server” book and you’ve replaced PC1 with a QuickBooks server. You now have the classic QuickBooks client/server environment that the majority of businesses find themselves inextricably bound to. That may sound negative, but it’s predicated on a business decision. Perhaps the classic QuickBooks client/server environment returns the best benefit for your investment.vs

Or, perhaps you require several servers, one for QuickBooks, one for your Goldmine CRM system and one for your email system. Enter virtual computing and virtualization, a popular “new” systems concept that’s been around for many, many years. I explored the costs of virtualization in a previous post.

Essentially, virtualization uses massive physical resources to create virtual resources. In other words, use one server to create three virtual servers. Then, instead of using three physical servers for your QuickBooks, Goldmine and email, you can use one physical server, much like this illustration.

The point of my previous post focuses on cost and how very difficult it becomes to make a business case for virtual computing and virtualization. But if you can make the business case, then by all means, utilize virtualization in your business, which brings us to the next step in our journey down this path.

Consider for a moment that your new massive physical server, now the most mission critical physical device in your inventory of business tools requires a more stable physical environment in which to operate and your employees desperately need remote access to QuickBooks, Goldmine and email from home and at customer locations.

Your choices require you to make software changes and place your hardware into a data center environment, either in your present offices or a datacenter. You’ve now entered a world of remote services utilizing Internet communications resources to access QuickBooks, Goldmine and email.

You own the server and other hardware as well as the hardware life cycle that dictates periodic replacement. You pay the monthly datacenter charges and equipment notes. You’re responsible to your employees, customers and vendors for uptime and service quality, even though you may have hired several IT people to keep things running. You know the costs and you’ve carefully considered ROI. You continue to pay for your computing resources 24/7 whether your employees, customers and vendors utilize them or not.

So, I want to introduce a new notion. Cloud computing covers a lot of ground, but the primary distinction rests with money. It’s a pay as you go program and has much in common with time shared computing introduced in the 1960s. You pay for only the computing resources that you use, and you can scale up or down as needed. “The very concept of cloud computing, and of cloud services, has been a long time in the making” but the name’s not important, the concept is. Yes, it’s datacenter and Internet based computing, using terminal services, web applications and Internet communications, but so is your own datacenter focused, virtualized computing environment.

So let’s unwind a bit. Some new ROI calculations comparing your own datacenter focused, virtualized computing environment and a Cloud computing environment are in order. Focus on the primary distinction of Cloud computing, paying for only the computing resources that you use, and scalability as needed.

Consider the three simple business necessities from the examples I’ve used above; accounting, CRM and email. Although your situation differs from my example, the logic aligns. QuickBooks alternatives exist, anywhere from utilizing RackSpace Windows Server instances to various QuickBooks hosted solutions certified by Intuit. CRM from 37signals continually receives rave reviews and easily replaces Goldmine. Email lives anywhere from an Amazon server instance or a cheap BlueHost web hosting account to a hosted Exchange Server account from Intermedia.

Research your own alternatives. You could save a boat load of money, returning it straight to the bottom line.

Cloud QuickBooks – Let Me Lay It Out For You

What’s all the fuss about QuickBooks not being ready for cloud computing? This one’s easy. Since version 9, Intuit fully supports QuickBooks Enterprise installed on Microsoft Server 2008 with Terminal Services deployed. Details for installing QuickBooks on a Terminal Server clear up any questions about setup and make the process easy for anyone schooled in Server 2008 Terminal Services.

Currently available hosted QuickBooks solutions sets the precedent for reasonable speed, performance and security of applications solutions from vendors like InsynQ, Right Networks, myownasp.com and many others.  Licensed through Intuit for hosting QuickBooks Pro through Enterprise and various add on software, these companies move thousands of QuickBooks users off of local computers, into hosted data centers with stable monthly services charges, usually around $50 per user. Strong arguments can be made for these solutions to be QuickBooks in the cloud, but not by popular definitions.

Contributors to Wikipedia state that cloud computing “typically involves the provision of dynamically scalable and often virtualized resources as a service over the Internet.” The key phrase here is “dynamically scalable” placing cloud computing firmly in the realm of services from Amazon Web Services, gogrid, The RackSpace Cloud and others. The “cloud computing” model, pay-as-you-go for server RAM hours, data transfer and storage usage easily scales from one to thirty users, the size of a large QuickBooks Enterprise deployment.

So, what about your QuickBooks in the cloud?

It’s a matter of time before QuickBooks Enterprise will not be the only product supported on Microsoft Terminal Services, by Intuit. Until that time comes, focus on using Enterprise for your cloud computing environment. Size your Windows 2008 server for the appropriate amount of QuickBooks users and add on software. Provision your Windows Server 2008 resources from a cloud service provider. Configure your virtual server to use terminal services. Complete a routine remote installation of QuickBooks Enterprise, a very straight forward task. Determine your method to deploy the application or desktop to end users. Copy your production company files and databases to your virtual server.

Your now in the cloud with your production QuickBooks environment. Enjoy the control you have over configurations and licensing. Scale to your maximum thirty users as needed by provisioning processor, RAM and storage as needed. Perform processor intensive operations like company file verify and rebuild, manipulating financial statements and spreadsheet operations on your virtual server’s desktop. Best of all, pay-as-you-go for computing resources. Your virtual QuickBooks Multi User environment in the cloud will pay big returns. ROI determined by your monthly expense compared to market pricing of hosted QuickBooks users, currently $50, should help make your evaluation and decision making process easy.

QuickBooks Multi User On Terminal Server 2008 Decisions

No question about it; if you can fit Microsoft Server 2008 with Terminal Services into your budget, QuickBooks Multi User will scale to thirty users and will function with incredible performance. But first, you will need to do some soul searching and answer several important questions before you plan to deploy.

Can you comfortably place your mission critical data in someone else’s data center or do you have to physically possess your own hardware so that you can “touch” your data? This fundamental decision revolves around your personal preference. This might sound strange to some computer people, but much of the argument for remote data boils down to personal preference exercised by those business people that “own” the data. It’s a big reason for continuing sales of LAN based servers and will determine where your instance of QuickBooks will sit.

Will you scale beyond thirty users within the next seven years? If you plan to grow beyond thirty users, now is the time to begin considering products other than QuickBooks. Commit to the fact that you cannot reuse generic users without introducing many interconnected points of failure into your systems. There are reasons beyond legality and profitability, to require a unique user for every person that logs into QuickBooks, or any other multi user line of business software.

Will you be prepared for a technical and methodical installation process and all of it’s configuration nuances? The installation challenge proves not so much in it’s level of difficulty, but it requires much time to knock down the step after step task list and to test functionality.

Will you craft your business processes around functionality in your chosen version of QuickBooks? Change will come in the way you do your business processes. But, it’s not enough to plan for only the new and different installation of QuickBooks Multi User on Microsoft Terminal Server 2008, you must plan for each new change in your business processes. 

Are you prepared to lock down the way that you deploy QuickBooks on Terminal Services? This is Windows, so there will be more than one way to do almost everything. However, for the sake of uniformity, minimizing points of failure and support costs, decide to deploy either the server desktop or the application only, then stick with one or the other. Also, decide to deploy using distributed RDP files or a web interface, then stick with one or the other. Do not mix client server with terminal server deployment. Avoid the temptation to install that one client on that special desktop pc. It will come back to hurt you.

Finally, are you ready to deal with printers, including label printers? Work out your printer plan before you deploy. Use either dedicated server printers, or carry local printers to the unique terminal server session. You might also consider remote printer servers for sessions that cross the WAN.

QuickBooks Multi User Options

Intuit has detailed QuickBooks Multi-User Instructions at http://support.quickbooks.intuit.com/…  However, you have other more effective options.

For a client-server installation, install QuickBooks according to the instructions in the guide that I wrote. You can purchase it at painlessquickbooks.com The benefit to you comes with stability of your company files and automation, such as a staggered automated backupand online, off-site backup that your business cannot do without. My configuration also remedies all of the Windows Vista and Windows 7, 32-64 bit problems with application data hosting and networking. The guide will be the best twenty bucks you’ve ever spent.

If you require a very large and stable  environment, please do not consider a client-server, by the Intuit book installation. It redefines the meaning of slow and troublesome.

Instead, opt for a Server 2008 Terminal Server dedicated to QuickBooks. You will gain substantial performance and additional hours of less headaches over the client-server setup. You can publish QuickBooks as an application or use the more recognized remote desktop client to access QuickBooks.

I never fail to have happy clients after I recommend a 2008 terminal server based dedicated QuickBooks Remote Application Server.

Are You Ready For QuickBooks Multi User?

Visit painlessquickbooks.com to find out.

QuickBooks and Terminal Server

Question: I am running Windows Server 2003 Terminal Server and want to install QuickBooks on the Terminal Server to be available at work and at home.

How do I install QuickBooks on the Terminal Server?

Answer: You’ve probably read that Intuit does not support any other version of QuickBooks in a Terminal Server environment except QuickBooks Enterprise Solutions; however, I’ve sucessfully run QuickBooks Pro 2008 and 2009 in Terminal Services. I use Enterprise and Pro 2008 in Terminal Services every day.

Check out this knowledgebase article at http://support.quickbooks.intuit.com/…

If you have QuickBooks Enterprise Solutions, use it. If not, use Pro or Premier 2008 and 2009. It is very important that you install Quickbooks using Add/Remove Programs only using the administrator account.

Install the complete installation of QuickBooks on your server. Follow the network installation instructions in the QuickBooks manual, or the instructions at http://accountant.intuit.com/… or the instruction manual at http://painlessquickbooks.com/…

Register QuickBooks from within the administrator desktop, then set up your company file and any add ons.

If you plan to use it just for yourself, logoff administrator, then logon to your user account then setup Quickbooks. If you want to use it multi user, keep reading.

Now for the ugly part. The Windows Server 2003 Terminal Server must be stand alone, not part of a domain, no active directory and no manage by policy. All users must be local and have administrative rights to the server. In some environments, this is ok, in others, it’s simply not possible.

(Having said this, if you are a Windows Server Active Directory guru, you can get by the stand alone business. For most of the computer world, keep it a stand alone server.)

Configure your users Remote Desktop Clients to use ONLY the server’s printers and trust each of your users to take care of your server.

Although QuickBooks will work, some of your add ons may not work at all. I’ve had issues with external merchant account integration, external inventory management and others.

Are You Ready For QuickBooks Multi User?

Visit painlessquickbooks.com to find out.