Synder vs. Zoho Books

After five years of paying for annual service. I attempted to cancel my annual payment on the online portal. I was then billed for the annual renewal. I contacted customer support and traded emails only to get "note that according to our Terms and Conditions, purchases are considered final and non-refundable" and your subscription will be active for the next 364 days. To which I responded, "I forgot just how easily the wrong response can destroy the possibility of future renewal, recommendation, customer retention, customer satisfaction and reviews." UPDATE: After submitting negative reviews, I recieved an email from elevated customer support teammate named "Renata" who asked pertintent questions about my cancelation. She reviewed and made an exception based on our circumstances and adjusted my annual plan to a monthly plan and processed a refund.

Zoho Books is good for a company or organization that wants to keep track of invoices, payments, and cash flow. If you do not have a full-time accountant in your organization, it can work well as whenever you hire one or have someone check your books, the information they need will be there, provided it has been entered into Zoho Books. It works as a one-man operation or a small team. For larger teams, it would depend on how much information needs to be input on a daily basis.

Incentivized

• sync paypal and Stripe
• Quick links to receive payments

Incentivized

• The projects feature is what we use a lot it helps setting up projects as well as tracking expenses and bills for the whole project. The budgeting feature is very developed, allowing you to budget by total project cost, total project hours, hours per task, or hours per staff.
• Customer Estimates and Invoices are very easy to setup and send directly from the app (it also has a very nice and customizable reminder option).
• Stock and pricing listings is very intuitive and easy and makes it a very helpful and time saving feature.
• Bank reconciliation and Financial reporting are very developed and make it easy to share information with bookeepers and accounting specialists.

Incentivized

• Add more payment gateways

Incentivized

• Printing checks - they only offer one vendor and they are expensive compared to QuickBook alternatives.
• Their interface for bids - retainers and applying them against income could be improved, but once you know how it's easy.
• Their recurring fees don't seem to always work the way I'd want. But overall they work.

Incentivized

Easy initial setup

Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.

Incentivized

Never had issues and support is super fast. They even call you if you get stuck on something

Incentivized

The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.

Incentivized

Incentivized

Cloud vs. desktop, this and the fact that Zoho Books syncs with our other Zoho apps were the most pressing reasons for switching to Zoho Books. As mentioned previously, we consider our accounting software to be an integral part of doing business efficiently, and we can now do that considering our systems are all integrated.

Incentivized

• Organize my payments
• Not worrying about payments getting registered

Incentivized

• I was able to cut my costs for a more complete and easy to use tool.
• Many transactions, and accounting tasks on 1 platform, reduction in time by a lot.
• Clients can pay without leaving your website (less drop-off, better conversions).

Incentivized