A recent dialogue with a SMB client involved discussing how to transition to a new Book Keeper.
The person "retiring" from the role had been operating Quickbooks on her PC. They were struggling with how to reconfigure a box (from their storage closet) and install Quickbooks, import the files, hand it off to the new resource to "take home."
The advice given: Consider Quickbooks online. The response was painful to encounter. Bottom line: this is how we’ve done it and how we’re going to do it.
We can’t sometimes help.
But this example represents a context deserving elaboration on this Blog.
By not taking this online, here are but a few negative consequences:
- There is no control over consistently keeping the files backed up.
- There is no control to assure security (if the person browses bad sites, malware is certain.)
- There is no ability for others to access the files for auditing.
- There is no ability for "successors" to be groomed and "coverage" during absences
- The ability to bill online, receive payments online remains clunky
By not taking their books up to the "Cloud", management has assured the most risky scenario imaginable:
That by malware or malfeasance critical banking and personally identifiable (customer) information may escape their control.
Quickbooks online is but one example of a solution "In the Cloud" that conveys much of the security and operations burden to a provider.
$12/month … it’s a great buy.
Besides, moving this to the cloud eliminates the cost the of time and hassle/struggle to reconfigure an operating system on the used machine, purchase Quickbooks (and keep it updated.)
If you can’t do it in the Cloud, Mr/Ms SMB Operator? You should be asking yourself if you need to do it at all.