When a business decides to move QuickBooks Desktop to the cloud, there’s more to it than simply moving a company file from one computer to another.
Someone has to make sure QuickBooks is configured correctly. User permissions need to be set up. Integrations need to work. Data needs to be migrated properly. And, of course, the environment running it all needs to be secure, reliable, and available when the team needs it.
That’s where our partnership with Certum Solutions comes in.
Certum is a Summit Platinum Partner, and we work together to give businesses something neither company provides alone: accounting expertise and cloud infrastructure working together as one solution.
Two Areas of Expertise, One Solution
Certum specializes in helping businesses get more out of their accounting technology. Their team works with customers on everything from QuickBooks implementation and cleanup to integrations, bookkeeping, training, and ongoing support.
Summit handles the infrastructure underneath it all. We provide the dedicated hosting environment, security, backups, monitoring, updates, and 24/7 U.S.-based technical support that keeps the environment running.
In other words, Certum makes sure QuickBooks works the way the business needs it to. Summit makes sure the environment it runs on is there when they need it.
That division of expertise is what makes the partnership work so well.
How Certum Approaches a QuickBooks Move
Certum starts every cloud move by looking at how the business actually runs.
How does the customer use QuickBooks? How many people need access? What other applications need to connect to QuickBooks? Does everyone need a full desktop environment, or would some users be better served by simple, one-click access?
Those questions matter because every business uses its accounting system a little differently.
Certum can help with:
- QuickBooks setup and configuration
- Company file migration
- User roles and permissions
- Chart of accounts setup
- Payroll, inventory, and e-commerce integrations
- QuickBooks training
- Bookkeeping and ongoing accounting support
- QuickBooks cleanup and optimization
- QuickBooks Enterprise implementation and support
And because Certum is involved from the beginning, customers aren’t left to figure out the accounting side of the move themselves.
How Summit Hosts QuickBooks for Certum Customers
Once the accounting side is mapped out, Summit provides the infrastructure to support it.
Each customer gets a dedicated server environment rather than sharing server resources with other businesses. Summit handles server provisioning, security patching, monitoring, backups, and infrastructure support.
The environment also includes multi-factor authentication, network segmentation, automatic patch management, and security monitoring, with SOC 2 audited infrastructure and HIPAA and PCI DSS alignment.
For customers, the practical benefit is pretty simple: they get to use QuickBooks without having to worry about maintaining the server it lives on.
Their team can access the same hosted environment from wherever they work, while their accounting data is backed up nightly with 15 days of retention.
And if something goes wrong, Summit’s U.S.-based engineers are available 24/7.
A Better Experience for Growing Teams
This is especially helpful as businesses grow.
Maybe the owner works from home three days a week. The bookkeeper is in another state. An office manager needs QuickBooks access but doesn’t need access to every application on the server. The business is also using an inventory or payroll system that needs to stay connected.
A traditional office server can make all of that more complicated than it needs to be. With hosted QuickBooks, the accounting environment can move with the business.
Certum helps determine what each user actually needs, while Summit provides the infrastructure behind it. Some users may need full remote desktop access, while others can use Summit Stream to launch QuickBooks directly from their own desktop. Each person gets the access that fits their role.
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Why Partnerships Like This Matter
For us, a good partnership means knowing when another expert can make the customer’s experience better.
Certum knows accounting systems. Their team understands QuickBooks, how businesses use it, and what can go wrong when a system isn’t configured properly.
Summit knows hosting. We understand the infrastructure, security, performance, and reliability needed to keep those applications available.
Put those two things together, and customers have a much more complete solution. They don’t have to ask, “Who handles that?” every time something comes up. They have Certum for the accounting side and Summit for the hosting environment, with both teams working toward the same goal: keeping their business running smoothly.
We’re proud to have Certum as a Summit Platinum Partner.
Looking for a Better Way to Host QuickBooks?
If you’re considering moving QuickBooks Desktop to the cloud, you don’t have to figure it all out yourself.
Build a QuickBooks migration plan that fits your team.
Certum can help you evaluate your accounting setup, determine what your team needs, and plan the migration.
Summit provides the dedicated hosting environment, security, backups, and ongoing infrastructure support behind it. See how Summit hosts QuickBooks Desktop.
Still comparing options? See our roundup of the top QuickBooks hosting providers.