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About ZipBooks
ZipBooks is a cloud-based solution designed to streamline accounting, invoicing and financial management processes for small businesses. The platform offers a range of features tailored to streamline complex financial tasks and provide valuable insights to users.
The accounting functionality of ZipBooks streamlines bookkeeping and reporting tasks with a user-friendly interface and intelligent automation features. Users can organize transactions, track expenses and reconcile accounts. The platform’s intuitive design and automation enable users to manage their finances without advanced accounting knowledge. Additionally, ZipBooks supports bank connections, allowing users to link their accounts for real-time transaction tracking and reconciliation.
ZipBooks helps streamline the billing and invoicing process by allowing users to create both one-time and recurring invoices and accept payments via major credit cards or PayPal. Additionally, the platform offers automated payment reminders and integrates billing seamlessly into financial records, enabling faster and more efficient payment processing.
The capabilities of ZipBooks leverage data analytics to provide users with valuable business insights and predictions. Through smart insights, reports and predictions, businesses can identify trends, track key performance metrics and make informed decisions. Additionally, the platform's intelligence goes beyond historical reports to automate, predict and advise, providing actionable insights based on several data points.
ZipBooks offers smart and automated expense tracking, enabling users to categorize transactions, generate income statements and customize accounting reports based on specific tags. The platform provides team management functionalities, allowing for collaboration and delegation of tasks within the software. Additionally, users can manage team permissions on reports, invoicing, billing and time tracking for enhanced productivity.
ZipBooks' mobile accounting feature enables users to manage their business on the go, with the ability to send invoices, mark payments, store receipts, and categorize expenses through a mobile web experience or native mobile application. Additionally, it helps optimize workflow and ensures users can stay on top of their financial management tasks even while not in the office.
ZipBooks stands out for its user-friendly interface, which simplifies even the most complex financial tasks. The platform's automation features and real-time transaction tracking help users save time and reduce manual errors in accounting processes. With ZipBooks, businesses can streamline their invoicing, billing and expense tracking in a single, integrated solution.
ZipBooks offers a mobile-friendly web experience and a native mobile application. This allows users to manage their business finances from anywhere, whether it's sending invoices, marking payments or categorizing expenses. Additionally, with its user-friendly interface and powerful features, ZipBooks is designed to streamline accounting and financial management for small businesses and freelancers.
ZipBooks pricing
ZipBooks has a free version and offers a free trial. ZipBooks paid version starts at US$0.00/month.
Starting Price:
US$0.00/month
Free Version:
Yes
Free trial:
Yes
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ZipBooks Reviews
Feature rating
5 reviews of 102
View all reviews
Caitlin
- Used Daily for 1+ year
-
Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5
5
Reviewed on 11/04/2018
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.
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.
Cory
- Industry: Management Consulting
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 4/10/2022
Don't Sleep on ZipBooks
I love ZipBooks I use it for two businesses, my consulting and my graphic design - It's simply amazing for a low cost platform it meets all of my needs with only a few hiccups once or twice a year. Not bad IMO.
Pros
It's one of the most inexpensive tools on the market and it meets all of my small business needs with amazing features that you would expect to pay much more for.
Cons
Sometimes my card gets kicked out, or I need to renew the connection to my payment processing platforms and it doesn't email me about it until someone tries to pay and can't. I've often had to reach out to the help desk to pay for my service because my cards just don't want to work and auto payment didn't go through for some reason.
Second, I run multiple businesses (DBA) and for that I need to log in to two separate accounts. It would be great to be able to consolidate them.
Reasons for Choosing ZipBooks
I really didn't need all of the features used in Quickbooks for my small business and Zipbooks supplied me all of the essentials and a few more tools for a substantially lower cost - Adding to my bottom line instead of subtracting.Switched From
QuickBooks EnterpriseReasons for Switching to ZipBooks
They all seemed to have a higher price didn't cater to my needs, instead, offering lots of additional functionality that I really didn't need with no lower priced option.
alton
- Industry: Arts & Crafts
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 16/09/2024
Speedy payments made easy.
Pros
Zipbooks is AMAZING! I was using a different invoice software and found myself waiting almost a week for payment. This is inconvenient for my business. Zipbooks made timely payments a reality. The software is beyond user friendly and takes only minutes to get up and running.
Cons
I have absolutely no complaints at this time. I have even recommended several other companies to try Zipbooks.
Susan
- Industry: Nonprofit Organisation Management
- Company size: 2–10 Employees
- Used Weekly for 1+ year
-
Review Source
Value for Money
5
Features
1
Ease of Use
4
Customer Support
5
2
Reviewed on 5/01/2017
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.
Pros
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.
Cons
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.
Verified Reviewer
- Industry: Aviation & Aerospace
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
-
Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5
5
Reviewed on 4/09/2019
User-friendly software underpinned by prompt, professional support
Our overall experience has been positive. Thus far, we have not encountered any problems.
Pros
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.
Cons
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.
Response from ZipBooks
Thanks so much--happy to help!
Replied 6/09/2019
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