ZipBooks

ZipBooks

Accounting & online invoicing software

4.5/5 (84 reviews)

ZipBooks Overview

ZipBooks is a cloud-based accounting software which offers core accounting, financial reporting, budgeting and forecasting, 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.

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.

Pricing

Starting from
$15/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

ZipBooks Reviews

Overall rating
4.5/5
90% positive reviews
60
Excellent
16
Very good
4
Average
1
Poor
3
Terrible
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
Cj S.

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
Andrea M.

Simple bookkeeping for businesses

Used Daily for 1+ year
Reviewed on 2017/10/05
Review Source: SoftwareAdvice

I've been using this for about the last year and started when it was free to use. For what it was then and for as simple as it is, it serves my needs at the moment but it's a little difficult to use with my workflow so I feel like I'll probably outgrow it at some point. I do primarily project based work, tracking time and billing hourly. I don't sell anything through an inventory but will add expenses to an invoice. This software works great for that though it would probably work for something with a light inventory or commonly used services as well. Overall, it's a good value and worth testing out but it may not work as well for every business model.

Pros

Add expenses, track time, create projects, create tasks within projects, print out accounting reports, send invoices and receive payments in app, recurring invoicing available, ability to set up reminders automatically

Cons

Visually clean but not as streamlined to use. Projects can't be created on the fly in the time tracking app, but have to be created ahead of time. Still quick to do but it's an extra step. Same for tasks within projects. They must be created ahead of time too, though each project automatically creates a General task. Invoice design is simple and clean but there's not much that can be customized beyond the logo.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Diego L.

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

Used Daily for 6-12 months
Reviewed on 2017/08/14
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jack D.

A great invoicing and accounting solution for small agencies and freelancers

Used Daily for 1+ year
Reviewed on 2018/03/16
Review Source: Capterra

A highly functional and easy-to-use platform for client invoicing and accounting.

Pros

Zipbooks is a phenomenal tool for invoicing and billing clients. As a digital agency, our team does all of our estimating, invoicing, billing, time tracking and accounting through Zipbooks, and it's been a great experience. The platform has seen continuous improvement throughout 2017 and 2018, so I have a lot of confidence that we'll continue to run our business through Zipbooks.

Cons

The slick interface comes to be a burden when reconciling transactions - if you're not an accountant by trade, it can be easy to make a mistake and have difficulty correcting it due to the streamlined presentation. After struggling with this, I've been able to refine my reporting process to work well with Zipbooks.

The project management tool/time tracking was a bit weak but it is getting better and I'm happy to see the service improve.

I would also like to see support for signing contracts/agreements for related invoices.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

ZipBooks Pricing

Starting from
$15/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
Services: $125/month

ZipBooks Features

  • API
  • Accounting Management
  • Activity Dashboard
  • Billing & Invoicing
  • Customizable Reporting
  • Data Import/Export
  • Expense Tracking
  • Invoice Management
  • Multi-Currency
  • Reporting & Statistics

  • Accounting Integration
  • Automatic Notifications
  • Compliance Management
  • Electronic Payments
  • Financial Analysis
  • Invoice Processing
  • Real Time Data
  • Receiving
  • Third Party Integration
  • Workflow Management

Additional information for ZipBooks

Key features of ZipBooks

  • Accounts Payable
  • Accounts Receivable
  • Accounts Receivable
  • 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 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: $15/month

Pricing model: Free, Subscription

Free Trial: Available

30-day free trial, no credit card required.
Starter: free
Smarter: $15/month
Sophisticated: $35/month
Services: $125/month

Q. What are the main features of ZipBooks?

ZipBooks offers the following features:

  • Accounts Payable
  • Accounts Receivable
  • Accounts Receivable
  • 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:

Freelancers, Mid Size Business, Small 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, iPhone

Q. What other apps does ZipBooks integrate with?

ZipBooks integrates with the following applications:

Asana, G Suite, Google Drive, PayPal, Slack, Spiceworks

Q. What level of support does ZipBooks offer?

ZipBooks offers the following support options:

FAQs, Knowledge Base, Online Support