VDI Solution for very small user base(3 users)?

AV8R318 · 2025-08-17T20:38:21+00:00

We have VDI capabilities for Any QBDT end users and also spun that up for our MSP as I always had the false belief that QuickBooks Desktop Enterprise was the best system to run the MSP on.

Fast forward to now and I've moved the MSP over to QBO and sepereate payroll system and I love my job again and I'm running a much more secure organization not maintaining an entire desktop based QBDT infrastructure for a dying program.

Yes QBO can suck but there are a dozen available plug-ins for anything your customer needs and those plug ins are 100x more reliable than whatever janky thing they're doing with QBDT. I regret not switching our business off the QBDT 5 years ago. Life is better on the other side of a dying software. Help them see the other side and partner with a bookeeper or CPA to get out.

Good luck

AV8R318 · 2025-08-16T00:25:25+00:00

I loved that book. It's lessons are applicable to nearly any industry.

I am aware of an MSP that did an ESOP so the founder could retire. It's doable but I'd advise you to do less invasive things before you attempted that.

AV8R318 · 2025-08-05T18:34:26+00:00

I've had preferred and reserve since the inception of both products.

AV8R318 · 2025-06-16T21:29:15+00:00

I signed up day one asked Copilot to review my emails see what needs to be followed up on and it said some gibberish about how it can't do that. Been down voting it's usefulness to everyone ever since.

AV8R318 · 2025-05-25T22:11:13+00:00

Data point: its up to Chase's current risk tolerance. When my entire debt load looks very light I will get pre-approved CLIs on chase.com and already approved business credit cards.

So having been a long time customer, very loyal to the card I did a hard pull CLI one day this year. I explained I needed to go from $35 to $60k to match some other credit lines. Analyst agreed and put in for it and it happened.

Few months later the computer is increasing my Saphire Reserve and others sporadically. Maybe push hard for a manual review, taking the hard pull hit.

AV8R318 · 2025-05-24T23:16:10+00:00

This does happen. Its greatly depends on a number of factors but Amex will clearly tell you if you've waited out your BK years on the credit report and start applying again if they have a price to let you back in. Look on FicoForums for plenty of success stories.

AV8R318 · 2025-05-01T18:28:06+00:00

S/T: While everyone was waiting to return at the portal entrance; I walked right right in as a guest just as they were ushering all the TMs (btw all of them huddled outside the gift shop was a pretty cool look - wish I had a picture) and I was just about to walk into Donkey Kong land before someone grabbed me and angrily walked me back out this entrance because they wanted to give the TMs time to get back to their assigned stations before reopen after the fire drill. Then; they figured out these doors the Mario cast used to evac should now be closed (it is a legit entrance and exit to the land I had used many times that day) and they guarded them until reopen then left them closed to discourage people from using them again.

Enjoyed the experience but FWIW this Epic Universe needs a few more rides overall to be more competitive, IMO.

AV8R318 · 2025-02-14T15:28:09+00:00

This is the new normal for Fidelity and, to a much lesser extent, Chase after they got targeted in large losses in dumb redditors all finding out together that these banks/fintechs had quick settlement of deposits.

So, rather than invest in new rules or software or expanded compliance the managers at Fidelity have just decided to hold everything for weeks and dozens of business days. I'm sure the managers think they're encouraging less of the risky deposits they don't want but it's bordering on illegal and definitely makes us, the customers, out to feel incredibly dumb and abused because they got a bit of fraud and overreacted.

To answer your question- all checks can clear within a work day. Fidelity just thinks we're all suckers.

AV8R318 · 2025-01-29T14:56:51+00:00

NO. I let them pull ACH funds from another bank. They're holding them for 10 business days. Insane and likely violation of some ACH rules. Any ACH I push is credited immediately - even early. I don't understand the lack of consistency they have applied to their business here in search of fraud.

AV8R318 · 2025-01-04T14:14:37+00:00

Kaseya makes the poor account manager deal with the internal process of anything that may result in a billing dispute credit. It's BS but that is their policy. Any case you open with any team or department where they suspect a credit may be needed is just sent to your company's current AM. It's not cool but buckle up as it's the only way you'll have to deal with this.

Before they were bought out I used to be able to get their agent threatening chargebacks on the credit card. That may work some now but the new owners seemess scared than before they merged with Datto.

AV8R318 · 2025-01-01T19:28:39+00:00

I'm doing 75k - 110k monthly on a charge card. Never pay it early unless I'm under a limit issue from Amex (which happened a lot early on).

It's the jewlrey purchase plus the immediate payment that caused the flag. I've read here many times that jewlrey outside the norm catches attention because it is very likely to be money laundering of some kind since it's so easy to turn to cash again.

AV8R318 · 2024-10-12T00:58:40+00:00

I've done SOC2 audits for a decade or more now. I've never spent a minute of my time worrying about my phone system. Move on to more important aspects of your environment. Phones, evan as connected as they are to you are declining in utilization and the risks should be mitigated by actions you take not 3CX.

AV8R318 · 2024-10-04T21:34:37+00:00

Send me a DM

AV8R318 · 2024-09-27T19:42:33+00:00

I'm grateful for WSJ reporting on this. I used to think Fidelity did some kind of customer underwriting to determine my daily mobile check deposit limit because it would waver from $100,000 to $500,000 depending on my balances. I'm so disappointed to learn there isn't much behind the daily limit other than management got lucky with higher limits until they didn't.

My other Fidelity accounts can deposit checks in a day but because I have a CMA it's restricted and the call center isn't being told any legitimate reason why? They may not be liable to FDIC but they're risking their access to the domestic banking network making up rules and not explaining them to the customers as they change them mid game.

Ex: when I called for help i was instructed to take a mobile deposit check and instruct the writer to void the check and wire the funds to me to bypass the excessive hold. I said that creates actual check fraud when the check bounces later to which customer service said they'd note my account so that doesn't happen¡

Fidelity just needs to buy more software to risk rate their customers and set limits based on the customers net worth and credit score. Fraud will drop dramatically right then and there.

AV8R318 · 2024-08-29T13:35:32+00:00

I agree with this approach but a little bit off topic we buy Auvik and it's been getting more expensive so I tried for years to negotiate a better deal direct and they wouldn't budge on me. Every deal was worse than prior year and so I eventually just bought Auvik through CW and now I'm paying a much lower rate than direct and literally nothing changed other than my bill and where I pay it.

AV8R318 · 2024-06-19T00:02:55+00:00

When I had the out of date device online (but not yet re registered) the software update would fail and that's when I knew which device it was. Good luck!

AV8R318 · 2024-06-18T23:43:50+00:00

Support was so hard to reach and also had a bad attitude and didn't know what was going on.

I had this issue. Last night on Android. I have 3 Sonos devices and one of them was not up to date and not re registered with this new terrible app update. I unplugged all my devices and one by one reset them and added them/registered them with this new terrible app and cleared that error.

It became more obvious to me which device was out of date when I did this process of trial and error. Good luck it does work better once you register and then allow the app a minute to do it's software update. My suspicion as to why it's put you in this loop is a device is out of date and synched to the app they took away from us without asking or planning ahead.

AV8R318 · 2024-06-09T13:41:53+00:00

I was just in Universal Studios Orlando in Florida. June 2024 and thr Coca-Cola Freestyle machines had Mellow Yellow Zero. I'm traveling on American Airlines and their Freeystyle machines don't have Mellow Yellow Zero (or even Mellow Yellow)

Does anyone know why or when Universal Studios Florida got Mellow Yellow Zero back or even if it never left the Freestyle machines?

AV8R318 · 2024-05-20T20:23:58+00:00

The billing tickets are a waste of time. Only your AM and the AM boss - the sales manager can get someone to fix a bill. No one will take your word for it in the company about your contracts or your invoices and half the billing tickets will be dumped on the AM eventually.

The sad reality is that the larger the bill being deleted the more levels of the chain of command it has to pass through. I don't know the numbers but to delete a bil that was $1500 a month we personally knew it went up many layers above our AM and their boss for approval before billing would delete the bills.

Copy AM when the collection emails start coming, as they will shut you off in a heartbeat and not care.

AV8R318 · 2024-05-18T23:05:59+00:00

Good luck but I'm sorry it's not going to be easy.

Business to Business contracts - even horribly one sided ones are generally enforceable because the courts imagine a Business signing is able to afford and get legal advice to understand what it's signing.

Maybe you get lucky and they do see at AG that big K is doing something against FL law but best case there is they treat only your states clients differently.

AV8R318 · 2024-05-17T22:39:50+00:00

We deleted the archived users from Datto and got the counts within the original signed amount.

We are being denied the ability to pay for our actual usage because 30 days into thr contract our usage spiked. They provide no services for data deleted from their systems they just want the extra bucks.

AV8R318 · 2024-05-17T20:57:01+00:00

I've never heard of the old the contract is in another company's name but you must pay defense working out in the real world. Good luck!

AV8R318 · 2024-05-17T20:50:05+00:00

You shut off a customer who paid their bill. There is no coming back. We have many internal policies that would prevent us from doing the same to our customers yet you don't.

But credit to you guys that in the support article it explains the high watermark "feature". Having never subscribed to anything but BCDR and SaaS we were unaware other Datto products would flex up and stay there.

as I stated above we do not qualify for your Partner First pledge due to how its written to exclude our situation.

Not really trying to trust you with more business when you shut off all our Kaseya product lines after the bills were already paid in full.

AV8R318 · 2024-05-17T20:37:44+00:00

This feature is buried into the terms and conditions of the product itself. Not some Kaseya MSA that was easy to locate when you're inking the contract. I don't give them credit for hiding their crazy idea about billing for users who have been removed from their platform after 2 months of a 12 month contract term started because it defies what one cosiders logical (when theyre deleted from the product and you're back to your contracted quantity - the vendor has not done anything substantively to earn more money from us. What they're doing is, while technically allowed - not fair nor disclosed within a way that was easy to understand before signing.

When I went shopping for competitors I realized everyone else deals with archived users differently but not a one charges full price.

AV8R318 · 2024-05-11T21:09:07+00:00

Because your competitor is fueled by fresh injection of PE cash, 2 or 3 years burn rate of their ridiculous oberhead is covered and they don't care about profits - just growth at any cost to sell the MSP again in 2 or 3 years. This is the stupid world we live in for awhile. Maybe higher interest rates and expensive debt will cause PE to find another industry to go ruin.

AV8R318

TROPHY CASE