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.
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.
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!
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.
Our overall experience has been positive. Thus far, we have not encountered any problems.
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.
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.
Thanks so much--happy to help!
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
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.
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.
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
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.
Saved time, beautiful invoices, reliable and integrated time tracker
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.
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!
Thanks for the great review, Diego. Glad you stuck it out with us!
30-day free trial (no credit card required)
Accountant: Custom pricing
• 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.
Voici quelques-unes des questions fréquentes sur ZipBooks.
Types de licences disponibles pour ZipBooks :
À partir de: 0,00 $US/mois
Type de licence: Gratuit, Abonnement
version d'essai gratuite: Disponible
30-day free trial (no credit card required)
Accountant: Custom pricing
Fonctionnalités du logiciel ZipBooks :
Utilisateurs habituels du logiciel ZipBooks :
Auto-entrepreneurs, Entreprises de taille moyenne, Non Profit, PME
Langues dans lesquelles ZipBooks est disponible :
Types de licences disponibles pour ZipBooks:
Appareils pris en charge par ZipBooks :
Applications s'intégrant à ZipBooks :
Asana, Enrollsy, G Suite, Google Drive, PayPal, Slack, Spiceworks
Ressources d'aide disponibles pour ZipBooks :
FAQ, Base de connaissances, Support en ligne