ZipBooks

4.5 (106)
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Accounting and 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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4.5 (106)
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Starting Price

US$15.00
month
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month

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Integrations

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Ease of Use

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Value for Money

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Customer Service

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Reviews

Overall rating

4.5 /5
(106)
Value for Money
4.5/5
Features
4.2/5
Ease of Use
4.6/5
Customer Support
4.5/5

Already have ZipBooks?

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

Showing 5 reviews of 106
Paul
Paul
Overall rating
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Best DIY accounting software

Reviewed on 2018/02/12

Pros

Zipbooks is the best and easiest accounting software available out there. I know this because I free tried them all. They differentiate themselves bye the ease of use and the app that is above and beyond user-friendly. I have access to all the features that I need even though I'm on the free plan so with the upgrade you can get access to the most powerful features available. I recommend the software strongly to everyone. Paul

Cons

I'm waiting for the Android phone app to be released soon. They are expecting to be released in the beginning of the second quarter of 2018

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 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

Zipbooks for personal/business accounting

Reviewed on 2019/02/20

I have used many other book keeping softwares during the past 5-6 years for my personal / business...

I have used many other book keeping softwares during the past 5-6 years for my personal / business use. But Zip books is the easiest tool among all those solutions. Ease of use, Features, Mobile app view are some of the features that i like the most

Pros

Time Tracking and generate invoices for those times for a particulate project is once of the greatest feature that zip books has. Other than that it would be very cost efficient and also very easy for a business to use this solution for there book keeping. Support team is really quick and helpful on the support queries.

This is a all in one solution where you can handle accounts for multiple businesses easily.

Cons

Amount of restrictions that applied during the free tire is higher in count when this is compared with other solutions.

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.

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.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Indispensable tool for managing the books of a small to medium business

Reviewed on 2018/03/20

At tax time, my job is significantly easier!

At tax time, my job is significantly easier!

Pros

ZipBooks makes tax time easy - in the past I struggled to gather all the information needed to file taxes for our small business - after using ZipBooks for the last year, taxes are a breeze and I no longer dread the day(s) spent preparing my tax returns.

Cons

I wish there was a little more on the free tier - they do a lot to make you buy a subscription, which is an understandable business model, but sometimes I wish things like syncing a bank account more than once a day (especially if you have to change your password on the banking website) were included in the free tier.

Showing 5 reviews of 106 Read all reviews

ZipBooks FAQs

Below are some frequently asked questions for ZipBooks.

ZipBooks offers the following pricing plans:

  • Starting from: US$15.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

30-day free trial 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, Gusto, PayPal, Slack, Spiceworks Cloud Help Desk

ZipBooks offers the following support options:

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

Related categories

See all software categories found for ZipBooks.