This review is directly related to the Quickbooks and Mindbody Integration. **please not I have not tried other syncs with this company.
The syncing of the sales receipts was OK but the rest of my user experience was a complete nightmare.
Great support at the start, faded away when I started discovering flaws in the data transfer..
In my opinion I would NOT use these guys for syncing your data as they will completely ruin your quickbooks account (and take no responsibility - "unsyncing is not a service we offer, nor possible in our platform") and then defer responsibility on to their user agreements when you ask for a refund - "we do not offer refunds on data migration or integration as per our stated policy."
OK where do I start with this sync app. I would call this company fraudulent, if only for the fact once they have your money aren't interesting in solving problems that have directly resulted from incorrect programming on their end.
Further more I would seriously question if this company did any market research or exploration into the two SASS products they have integrated with. If any of their employees used even just one of the two platforms I would argue this integration could have been exponentially better. They could have also simply asked the right questions in the marketplace, i.e. undergoing some market research of what might users might need before moving forward, could have resulted in an extremely successful outcome.
>>> High hopes, extremely poor delivery.
Instead we are left with something in the middle of doing absolutely sweet F/A and destroying most of your quickbooks data. If it wasn't for the insight of my amazing account I would have literally paid thousands of dollars in tax for "double counting" sales receipts.
So the first real problem with this entire Sync is the fact it does not account for Ezidebit or Merchant transactions. Let's say we have 100 customers on direct debit all paying $10 a week ($1000 in total). Cazoomi will import 100 sales receipts into your quickbooks. Great work! I now have 100 sales receipts in quickbooks that will tell me what products and services were bought (this is a problem in its own that I will explain shortly). Not long after that I will receive $925 into my quickbooks account ($1000-merchant fees of $75)... Instead of matching that transaction with all the sales receipts, the sync will double count the $925 with the $1000, meaning I now end up with $1925 dollars in income recorded in quickbooks.
When I pulled them up on this, this is the response I received:
"Within the list you provided in the first email, the Visa/MC will let you process the credit cards and Direct Debit will allow that form of payment on the front end of the software. So essentially, EziDebit is only a payment processor, payment method will still be Direct Debit, Visa/MC, etc. in SyncApps."
Yeh that's great but unless I ignore the $925 by 'excluding' the Ezidebit deposit then the sync will not match each individual transaction within the deposit. This is the same for any merchant POS or cash deposits.
This is where the sync app logic actually gets confusing... Why and what is the point of this sync? Is it only to place hundreds of my clients on Mindbody into Quickbooks? This part hasn't been explained to me since I joined Cazoomi. If all i'm doing is excluding any REAL transactions, i.e. the money that is placed into my accounts from merchants, and only recording sales receipts imported from Mindbody then this presents a fundamental flaw. There is no checks and balances in the sync - meaning that I am ultimately going to rely on the sync (which is already incorrectly transferring data across to Quickbooks) to tell my accountant the total amount of income received.
This is CRAZY!!
Why would any business owner in their right mind trust this sync? Anyone who is already using this software, please go back and double check your books. You could be paying too much tax or too little. And trust me on this, the IRS won't care what sync you are using to help. These guys obviously don't either.
DO NOT USE! Read my entire review.