ZipBooks

Accounting & online invoicing software

4,5 /5 (93 reviews) Write a Review!

ZipBooks Overview

What is ZipBooks?

ZipBooks is a cloud-based accounting software which offers core accounting, financial reporting, online invoicing, expense tracking, credit card processing, and more. The platform aims to meet the accounting and bookkeeping needs of small and medium-sized businesses and bookkeeping firms.

Designed to simplify accounting, ZipBooks provides users with a single transactions interface, intuitive reporting, and automatic categorization of transactions. US and Canadian bank accounts can be linked to the software, enabling the automatic import of transactions and reducing both users' workload and the potential for error. A default chart of accounts is generated automatically, and users can create additional custom accounts to suit their business. Project accounting tools allow users to tag payments, expenses, and other transactions with the related project name, and automatically import tracked time to designated project invoices.

ZipBooks's billing and invoicing systems allows users to create personalized emails and invoices with custom themes, logos and messages. Billable expenses can be marked for automatic addition to customer invoices, and time can be tracked for multiple team members. Payments can be processed directly from customer invoices through ZipBooks's integrated credit card processing, or through PayPal. Users can also create estimates and convert these into invoices once approved by customers. ZipBooks is compatible with multiple currencies, supports recurring billing, and can automatically remind customers that payments are due.

ZipBooks Overview

Pricing

Starting from
US$0,00/month

Pricing options

Free Trial
Free
Subscription
Value for money

30-day free trial (no credit card required)
Starter: free
Smarter: $15/month
Sophisticated: $35/month
Accountant: Custom pricing


ZipBooks Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom
Supported Languages
English

Media

Time for multiple team members can be tracked and billed to projects in ZipBooks
Financial performance metrics can be tracked through the dashboard
Users can customize invoices with their company's branding, and track payment status
Accountants can text clients from their dashboard and reconcile transactions right away
ZipBooks video ZipBooks screenshot: Time for multiple team members can be tracked and billed to projects in ZipBooks ZipBooks screenshot: Financial performance metrics can be tracked through the dashboard ZipBooks screenshot: Users can customize invoices with their company's branding, and track payment status ZipBooks screenshot: Accountants can text clients from their dashboard and reconcile transactions right away

ZipBooks Reviews

ZipBooks Reviews

Overall rating
4,5
/
5
Excellent
67

Very good
16

Average
5

Poor
1

Terrible
4

Value for Money
4,5
Features
4,3
Ease of Use
4,6
Customer Support
4,6
89% recommended this app
Caitlin J.

I'm a ZipBooks Fangirl! I've tried several accounting options & they provide the best value!

I've been able to spend less time on my accounting. I don't have to create reports, ZipBooks does it all based on my chart of accounts and other information. The customer service is super fantastic and supportive. The help files are well written, concise and easy to understand. The cost is low and the tiered pricing system is really fair. I can connect multiple accounts and add staff to my account. I can use time tracking, set up automatic invoices, pre-set items and tasks, add documents, just to name a few! My personal account is turned into a profile which is hosted on their system. My clients can leave reviews and potential clients can find and contact me.


Verified Reviewer

User-friendly software underpinned by prompt, professional support

Our overall experience has been positive. Thus far, we have not encountered any problems.


Susan B.

ZipBooks - Perfect for a Hobby turned Small Business!

The ZipBooks staff have been very responsive and willing to help. The software is free to use, however, there is a $1.25 charge per Paypal transaction when a customer pays via ZipBooks invoice. It provides basic accounting features that would work well for a person who is turning their hobby into a small business or a small contract business.

If you are new to accounting, ZipBooks is perfect. If you are accustomed to accounting software, then this free software isn't for you. It doesn't yet have dynamic reporting features, ie no balance sheet or clickable fields to expand a data field on the Income Statement. If your business is small and you are going to keep it that way, ZipBooks is perfect. If your business is thriving and growing, invest in paid software as you'll quickly grow out of ZipBooks.

That said, I'm told they have changes in the works so maybe this won't hold true in the near future.


Verified Reviewer

The best app a small business owner could use

Highly recommend – beautiful, easy to use, full-featured, and more affordable than any of its nearest competitors.


Cj S.

Not perfect, but constantly improving and Customer Support is the best with super fast replys!


Caitlin J.

I'm a ZipBooks Fangirl! I've tried several accounting options & they provide the best value!

Used Daily for 1+ year
Reviewed on 2018/04/11
Review Source: Capterra

I've been able to spend less time on my accounting. I don't have to create reports, ZipBooks does it all based on my chart of accounts and other information. The customer service is super fantastic and supportive. The help files are well written, concise and easy to understand. The cost is low and the tiered pricing system is really fair. I can connect multiple accounts and add staff to my account. I can use time tracking, set up automatic invoices, pre-set items and tasks, add documents, just to name a few! My personal account is turned into a profile which is hosted on their system. My clients can leave reviews and potential clients can find and contact me.

Pros

Beside the cost (I'm on the pro version and it's still cheaper than the basic version of Xero and others), it automatically creates all the reports I need and shows them in a way that means I don't need an accounting degree! So my general ledger, my profit and loss statements - it's all there for me! Everything is so simple to use that I spent the first couple of weeks overthinking the whole thing - because it can't be that simple right?! The layout is so easy to navigate, the chart of accounts is simple to understand, and when I need a hand (I've managed to mess things up in my ignorance of double entry accounting) the customer support team are right there and get my problem sorted so quickly!

Cons

My biggest con is that it's really USA-centric. I'm not in the States so I can't connect my bank account to the system so I have to manually import my statements. For me, it's well worth the effort because the system saves me time and stress in so many other ways. Also I'm a sole trader so I don't have many accounts to sort out. I can imagine it would be different for someone with a bigger company or more regular turnover.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Aviation & Aerospace
Company size: 2-10 Employees

User-friendly software underpinned by prompt, professional support

Used Weekly for 1-5 months
Reviewed on 2019/09/04
Review Source: Capterra

Our overall experience has been positive. Thus far, we have not encountered any problems.

Pros

1.The software is easier to use than it even appears.
This makes it simpler for non-finance people who may find themselves required to attend to such matters e.g. Start-ups, local SME's and EME's etc.

2. The support team are atypically, prompt and efficient. In our experience with online support from other service providers, there is more often than not a delay in responding, be it short or long. In some instances, the support staff have not had the expertise to offer guidance or solve elementary problems. The ZipBooks team is impressively swift and knowledgeable.

Cons

Initially, it appeared that functions such as customer month end statements and a few others could not be generated.

After one or two chats with online support and the discovery of the numerous, yet concise, online documents, I realised that such functions are, indeed, included.

Not only that, but also that the majority of questions are very likely covered and one can solve one's own queries if one looks for the relevant document.

Perhaps it would be useful to users if this was highlighted or flagged and doing so may reduce the enquiries that your online support team have to attend to.

Response from ZipBooks

Thanks so much--happy to help!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Susan B.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

ZipBooks - Perfect for a Hobby turned Small Business!

Used Weekly for 1+ year
Reviewed on 2017/01/05
Review Source: Capterra

The ZipBooks staff have been very responsive and willing to help. The software is free to use, however, there is a $1.25 charge per Paypal transaction when a customer pays via ZipBooks invoice. It provides basic accounting features that would work well for a person who is turning their hobby into a small business or a small contract business.

If you are new to accounting, ZipBooks is perfect. If you are accustomed to accounting software, then this free software isn't for you. It doesn't yet have dynamic reporting features, ie no balance sheet or clickable fields to expand a data field on the Income Statement. If your business is small and you are going to keep it that way, ZipBooks is perfect. If your business is thriving and growing, invest in paid software as you'll quickly grow out of ZipBooks.

That said, I'm told they have changes in the works so maybe this won't hold true in the near future.

Pros

Easy to use for someone with no accounting knowledge. Perfect for an MLM or hobby turned business. I love, love, love that their customer service is responsive.

Cons

The reporting features are seriously lacking. No balance statement, COG's are lumped together on the Income Statement, no division of income sources and no field on the Income Statement is clickable for a detailed report. Invoice and Expense pages are long with one arrow to the next page on the top and when editing an invoice or expense and saving, you are brought to the "1-50" page instead of the current page you were working on.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Verified Reviewer
Industry: Marketing & Advertising
Company size: Self Employed

The best app a small business owner could use

Used Weekly for 1-5 months
Reviewed on 2019/10/24
Review Source: Capterra

Highly recommend – beautiful, easy to use, full-featured, and more affordable than any of its nearest competitors.

Pros

ZipBooks is the most affordable, feature rich accounting software I've ever used. It allows me to accomplish everything I need, from sending expenses, to tracking time and expenses, to invoicing. I've used other software and it either didn't include time tracking or it was too expensive for my small business.

Their web app is also incredibly easy to use and is design very well. It's all organized in a way that makes sense and the charts/reports are beautiful.

Cons

The biggest issue I have with ZipBooks is their mobile app. I'm running it on my iPhone and it seems like it's just a web-app published in a shell, storing no local information. It's difficult to track time or send invoices that haven't been saved as a draft. Sent invoices also display in reverse order – with the cache clearing every time I open the app.

If they built a full-featured, native app I think ZipBooks would be perfect.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 9.0/10

Cj S.
Industry: Photography

Not perfect, but constantly improving and Customer Support is the best with super fast replys!

Used Daily for 1+ year
Reviewed on 2017/10/09
Review Source: Capterra

Pros

I run a photography+subcontractor business. I've been with Zipbooks since before they started charging a fee (switched from freshbooks) and let me tell you, there were definitely some major growing pains. The good new is that they listened to the customers and would always solve problems quickly.
The gap between Zipbooks and Quickbooks/Freshbooks/etc.. used to be cavernous, but that gap is almost unnoticeable now. The interface is ridiculously easy to understand and flows really well. It's the best user interface experience I've had for accounting software.
Costumer service has been nothing short of impressive. I'm an accounting/bookkeeping newb and the customer support has basically trained me how to do my own accounting. They have this great chat button that's always in the bottom right corner so you can easily ask questions and get answers like if you were chatting with a friend on facebook messenger.
The company has a long way to go to being the best, but they certainly have the chops for it! I would high

Cons

The fact that I can't mark an invoice as paid from the list view. I don't like the extra step of clicking through to the individual invoice. But, it's a minor inconvenience.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,7/10
Based on 93 user ratings
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ZipBooks Pricing

ZipBooks Pricing

Starting from
US$0,00/month
Free Trial
Free
Subscription
Value for money

30-day free trial (no credit card required)
Starter: free
Smarter: $15/month
Sophisticated: $35/month
Accountant: Custom pricing

30-day free trial (no credit card required)
Starter: free
Smarter: $15/month
Sophisticated: $35/month
Accountant: Custom pricing

Value for Money
4,5/5
Based on 93 user ratings
Compare value for money rating with alternatives
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ZipBooks Features

ZipBooks Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,3/5
Based on 93 user ratings
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Categories

Additional information for ZipBooks

Additional information for ZipBooks

Key features of ZipBooks

  • Accounts Payable
  • Accounts Receivable
  • Billable & Non-Billable Hours
  • Budgeting/Forecasting
  • CPA Firms
  • Contingency Billing
  • Customizable Invoices
  • Expense Tracking
  • Financial Reporting
  • Fund Accounting
  • Government
  • Hourly Billing
  • Invoice History
  • Mobile Payments
  • Mobile Receipt Capture
  • Mobile Time Tracking
  • Notifications
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Payment Processing
  • Project Billing
  • Purchase Orders
  • Receipt Upload
  • Recurring/Subscription Billing
  • Reporting/Analytics
  • Small Balance Management
  • Subscription Billing
  • Tax Management
  • Time Tracking

Benefits

• ZipBooks lets users create tasks, assign them to team members, and track their performance using a real-time dashboard.

• User can keep exact and accurate records of working time and expenses so that everyone gets paid for every billable minute.

• Business rankings can be monitored across Google Search and Maps, Bing, Yelp, and more, and customers can be invited via email or SMS to leave reviews.

• The system automatically extracts transactions to generate real-time summaries of business expenses.

• ZipBooks enables the personalization of emails and invoices with themes, logos and messages.

• ZipBooks Accountants can text clients directly from the app for streamlined communication and dead-simple reconciliation.

ZipBooks FAQs

ZipBooks FAQs

Below are some frequently asked questions for ZipBooks.

Q. What type of pricing plans does ZipBooks offer?

ZipBooks offers the following pricing plans:

Starting from: US$0,00/month

Pricing model: Free, Subscription

Free Trial: Available

30-day free trial (no credit card required) Starter: free Smarter: $15/month Sophisticated: $35/month Accountant: Custom pricing

Q. What are the main features of ZipBooks?

ZipBooks offers the following features:

  • Accounts Payable
  • Accounts Receivable
  • Billable & Non-Billable Hours
  • Budgeting/Forecasting
  • CPA Firms
  • Contingency Billing
  • Customizable Invoices
  • Expense Tracking
  • Financial Reporting
  • Fund Accounting
  • Government
  • Hourly Billing
  • Invoice History
  • Mobile Payments
  • Mobile Receipt Capture
  • Mobile Time Tracking
  • Notifications
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Payment Processing
  • Project Billing
  • Purchase Orders
  • Receipt Upload
  • Recurring/Subscription Billing
  • Reporting/Analytics
  • Small Balance Management
  • Subscription Billing
  • Tax Management
  • Time Tracking

Q. Who are the typical users of ZipBooks?

ZipBooks has the following typical customers:

Small Business, Non Profit, Freelancers, Mid Size Business

Q. What languages does ZipBooks support?

ZipBooks supports the following languages:

English

Q. What type of pricing plans does ZipBooks offer?

ZipBooks has the following pricing plans:

Free, Subscription

Q. Does ZipBooks support mobile devices?

ZipBooks supports the following devices:

Android

Q. What other apps does ZipBooks integrate with?

ZipBooks integrates with the following applications:

Asana, Enrollsy, Google Drive, Google Workspace, Gusto, PayPal, Slack, Spiceworks

Q. What level of support does ZipBooks offer?

ZipBooks offers the following support options:

Online Support, FAQs, Knowledge Base