ZipBooks

4.5 (101)
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Accounting & online invoicing software

About 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.


Key benefits of ZipBooks

• 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.


Images

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

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US$20.00
month

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Ease of Use

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Reviews

Overall rating

4.5 /5
(101)
Value for Money
4.5/5
Features
4.2/5
Ease of Use
4.6/5
Customer Support
4.6/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 101
Verified Reviewer
Overall rating
  • Industry: Hospitality
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for a small business for accounting and invoicing

Reviewed on 2019/04/03

Pros

I love the simplicity of ZipBooks and that it doesn't require a software installation. It has all the features I need to run my business without having to pay or wade through features I don't need.

Cons

Nothing so far. If my needs expand I can migrate to something more robust.

Diego
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I love ZipBooks! Easy to use, beautiful invoices, and a solid time tracker

Reviewed on 2017/08/14

Saved time, beautiful invoices, reliable and integrated time tracker

Saved time, beautiful invoices, reliable and integrated time tracker

Pros

I love the fact that I can set up and send an invoice in a few minutes, pulling in existing products and services (complete with description). The addition of a time tracker was unexpected and very appreciated! I use it to keep track of the hours spent on certain projects with those clients that prefer hourly payment over per-project pricing. ZipBooks also allows for past hours tracked that are unpaid to be automagically pulled into a new or an existing invoice, making it super simple to make sure everything is included in an invoice before sendoff. The invoices are simple, clean, beautiful and there is an "include PDF" option when sending out the invoice to clients (for those that prefer to print out and save their invoices). The customer support is phenomenal -- the support staff is friendly and helpful.

Cons

It's still a relatively new software, and I was one of the early adopters, so there were a few minor bugs and quirks in the past. The good thing is, most of the bugs are squashed, and the roadmap for the future of the app looks very bright!

Response from ZipBooks

Thanks for the great review, Diego. Glad you stuck it out with us!

Andrew
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

ZipBooks isn't what it seems

Reviewed on 2018/10/18

Overall, if you are an individual looking for a cool interface to keep a general ledger, this is a...

Overall, if you are an individual looking for a cool interface to keep a general ledger, this is a cool system. It's absolutely NOT a system of businesses. As a small business, I simply can't afford spending hours trying to may a paid system work. In this day, software shouldn't need someone holding it's hand. There are better systems out there and well worth the larger cost.

Hopefully this can save someone else from headaches. Move on, you'll be glad you skipped this system.

Pros

A beautiful interface with a clean layout gives you the first impression you are in an elegant accounting program. It also gives you step by step guides to connect banks and the progress of your connections. The ai is smart and will often correctly label your transactions.

Cons

The most major problem is, the software doesn't connect correctly to my Credit Union. It would show a balance of 3-4 past transactions, however have ALL the transactions in there.

Working with customer service is annoyingly slow. Response times in my experience have been days and I am a paid member. Along with the responses are silly gifs some people may dig, but when you have a problem, it's downright insulting.

After customer service realizing I was on an old system, they had it upgraded and wanted me to re-connect my Credit Union. As a result every transaction was gone! So years of balancing my business was vaporized. Thank god I didn't trust their customer service rep and exported everything prior to doing such a poor suggestion.

John
John
Overall rating
  • Industry: Computer Software
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great app for small business and freelancers accounting and bookkeeping

Reviewed on 2017/08/22

Pros

I have been using Zipbooks since last year and I have enjoyed the ease of use. They clean interface is very appealing. Have basic project management with tasks. My most used feature is invoicing which takes away my need to send invoices via email. Expense tracking is also on point.

So far I'm using Zipbooks as my default bookkeeping software. They were kind enough to extend a forever plan being an early adopter.

Support team is very responsive.

Cons

Project management is very basic.

I had to do a lot of manual work merging repeating transactions when I connected PayPal account and bank account since PayPal was pulling money from the bank. It would be nice to have a system that detects duplicate transactions.

Changing a transaction that is attached to a paid invoice turned the invoice to draft even if the invoice was marked as paid.

Response from ZipBooks

John,

Glad you are loving ZipBooks. Also, thanks for the feedback on things we can improve!

Alex
Overall rating
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Clean, powerful bookkeeping software

Reviewed on 2019/03/05

ZipBooks is perfect for my small business, though they have options for expansion (payroll,...

ZipBooks is perfect for my small business, though they have options for expansion (payroll, etc.)

I have had no major complaints so far and I think the platform is a great option if you're new to bookkeeping or experienced and want an alternative to some of the other major competitors.

Pros

ZipBooks has a very clean interface. All the data is so clear. It's a fast platform and it's easy to navigate. All the backend is there too if you're an experienced bookkeeper looking for flexibility.

Cons

The mobile app has a few bugs that are very obvious. Incorrect account balances and poor sorting of time tracking 'jobs.' Some of these bugs have been ongoing since I signed up, and a few have been fixed. I hope they keep improving the app.

Showing 5 reviews of 101 Read all reviews

ZipBooks FAQs

Below are some frequently asked questions for ZipBooks.

ZipBooks offers the following pricing plans:

  • Pricing model: Free Version, Subscription
  • Free Trial: Available

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

ZipBooks has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500

ZipBooks supports the following languages:

English

ZipBooks supports the following devices:

iPhone (Mobile), iPad (Mobile)

ZipBooks integrates with the following applications:

Asana, Google Drive, Google Workspace, PayPal, Slack, Spiceworks Cloud Help Desk

ZipBooks offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

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