ZipBooks

ZipBooks

Accounting & online invoicing software

4.5/5 (92 avis)

ZipBooks - Présentation

Description du logiciel 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 - Présentation

Prix

À partir de
0,00 $US/mois

Types de licence

Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix

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


ZipBooks - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Canada, Royaume-Uni, États-Unis
Langues
anglais

Captures d'écran

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

ZipBooks - Avis

ZipBooks - Avis

Note globale
4.5
/
5 92 avis
Excellent
66

Très bien
16

Moyen
5

Médiocre
1

Mauvais
4

Rapport qualité-prix
4.5
Fonctionnalités
4.2
Simplicité d'utilisation
4.6
Support client
4.6
89% des utilisateurs recommandent cette application
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.


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Utilisateur vérifié

User-friendly software underpinned by prompt, professional support

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


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Joan J.

Small Business Review


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Utilisateur vérifié

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.


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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.


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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 11/04/2018
Provenance de l'avis : 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.

Avantages

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!

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Utilisateur vérifié
Secteur d'activité: Aviation et industrie aéronautique
Taille de l'entreprise: 2-10 employés
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User-friendly software underpinned by prompt, professional support

Logiciel utilisé toutes les semaines pendant 1 à 5 mois
Publié le 04/09/2019
Provenance de l'avis : Capterra

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

Avantages

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.

Inconvénients

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.

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Réponse de ZipBooks

Thanks so much--happy to help!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Joan J.
Secteur d'activité: Design
Taille de l'entreprise: 2-10 employés
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Small Business Review

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 06/01/2020
Provenance de l'avis : Capterra

Avantages

Easy to use and very user friendly. Customer support is always fast and has a solution to most any problem I through their way.

Inconvénients

I wish there was a way to export a formatted excel spreadsheet of reports or be able to print to a PDF (single-page) easier.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Utilisateur vérifié
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: Auto-entrepreneur
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The best app a small business owner could use

Logiciel utilisé toutes les semaines pendant 1 à 5 mois
Publié le 24/10/2019
Provenance de l'avis : Capterra

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

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit: 9.0/10

Susan B.
Secteur d'activité: Gestion d'organisme à but non lucratif
Taille de l'entreprise: 2-10 employés
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ZipBooks - Perfect for a Hobby turned Small Business!

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 05/01/2017
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 5.0/10

Recommandation utilisateur
8.7/10
Basé sur 92 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

ZipBooks - Prix

ZipBooks - Prix

À partir de
0,00 $US/mois
Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix

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

Rapport qualité-prix
4.5/5
Basé sur 92 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

ZipBooks - Fonctionnalités

ZipBooks - Fonctionnalités

API
Analyse financière
Données en temps réel
Facturation
Gestion de la comptabilité
Gestion de la conformité
Gestion des factures
Gestion des flux de travail
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Piste d'audit
Prise en charge de plusieurs devises
Rapports et statistiques
Rapports personnalisables
Suivi des frais
Tableau de bord d'activités
Traitement des factures
Fonctionnalités
4.2/5
Basé sur 92 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

Plus d'informations sur ZipBooks

Plus d'informations sur ZipBooks

ZipBooks - Principales fonctionnalités

  • 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

Avantages

• 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 - FAQ

ZipBooks - FAQ

Voici quelques-unes des questions fréquentes sur ZipBooks.

Q. Quels sont les types de licence disponibles pour ZipBooks ?

Types de licences disponibles pour ZipBooks :

À partir de: 0,00 $US/mois

Type de licence: Gratuit, Abonnement

Essai gratuit: Disponible

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

Q. Quelles sont les principales fonctionnalités du logiciel ZipBooks ?

Fonctionnalités du logiciel 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

Q. Qui utilise ZipBooks ?

Utilisateurs habituels du logiciel ZipBooks :

Auto-entrepreneurs, Entreprises de taille moyenne, À but non lucratif, PME

Q. Dans quelles langues ZipBooks est-il disponible ?

Langues dans lesquelles ZipBooks est disponible :

anglais

Q. Quels sont les types de licence disponibles pour ZipBooks ?

Types de licences disponibles pour ZipBooks:

Gratuit, Abonnement

Q. ZipBooks prend-il en charge les appareils mobiles ?

Appareils pris en charge par ZipBooks :

Android, iPhone

Q. Avec quelles applications ZipBooks peut-il s'intégrer ?

Applications s'intégrant à ZipBooks :

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

Q. Quelles sont les ressources d'aide disponibles pour ZipBooks ?

Ressources d'aide disponibles pour ZipBooks :

FAQ, Base de connaissances, Support en ligne