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ZipBooks

Score7 out of 10

20 Reviews and Ratings

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What is ZipBooks?

ZipBooks is an accounting software solution for small business owners and accountants. Users can track expenses, manage their team, send recurring invoices and manage projects.

Categories & Use Cases

Media

Screenshot of ZipBooks Dashboard
Screenshot of ZipBooks Transactions
Screenshot of ZipBooks Invoicing
Screenshot of ZipBooks Accountant Messaging

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Screenshot of ZipBooks Dashboard

Key Features

Learn about the best (and worst!) features ZipBooks has to offer, as determined by TrustRadius' reviewers.
Based on 20 ratings of ZipBooks's features
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Top Performing Features

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 8

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 8.3

  • Expense management

    The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

    Category average: 8.1

Areas for Improvement

  • Cost of goods sold

    The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

    Category average: 8

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.3

  • Bank reconciliation

    The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

    Category average: 8.4

Reviews

What users are saying about ZipBooks.
View all reviews

Great for Small + Growing Businesses

Incentivized
Nicole (Burke) RosarioView profile
Owner in Corporate at The MOD Pros (1-10 employees employees)

Pros

  • Time tracking.
  • Reporting (especially for taxes).

Cons

  • Populating + organizing time entries for invoices.

Return on Investment

  • Keeps our business organized.
  • Easy, quick time tracking.

Alternatives Considered

QuickBooks Desktop for Mac

Other Software Used

Canva, iMovie

Perfect for small and medium businesses

Incentivized
Dave GrowView profile
Chief Operating Officer in Corporate at Lucid Software Inc. (1-10 employees employees)

Pros

  • No learning curve. It's easy to get in and start using right away.
  • Invoicing is easy to set up and track.
  • Regular improvements to the product and great customer service.

Cons

  • Not quite as full featured yet as Quickbooks but still does what it needs to.

Return on Investment

  • Easy to manage; low overhead.
  • Quick to get out and track invoices.

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

Diego LuceroView profile
Owner, Chief Visionary, Lead Strategist in Corporate at Siam Tek Web Design Group (1-10 employees employees)

Pros

  • Invoicing is particularly easy-to-use, quick, clean and beautiful. GREAT for branding.
  • The time tracker was unexpected, but very useful and integrates well with the invoicing. Leads to quick invoicing every time.
  • Customer support is phenomenal -- the support staff is friendly and helpful.
  • Although they are a new company, they are definitely on the right track!
  • I recommend this software to clients, colleagues, and friends alike, mostly for it quick and beautiful invoicing.
  • They do what they can to live up to their name! It doesn't take very long to get set up, or very long to create a complete invoice and send it to the right person.

Cons

  • I was an early adopter, and with this company and software being relatively new, I got to see a few minor bugs and quirks over the last year. The good thing is, most of the bugs are squashed, and the future is bright for this startup!

Return on Investment

  • ZipBooks is entirely affordable, and with my current $15/mo payments, I get ROI pretty quickly.
  • Invoices are simple and easy to make, while staying beautiful and functional at the same time. This saves me TIME, which means that I don't need to spend 15-20 minutes fiddling with the software to make it do what I want it to do. It just works. And that means, I can spend more time doing client work, and managing projects and sales.

Alternatives Considered

PayPal and PayPal Here

Other Software Used

SiteGround Web Hosting, Drip from Leadpages, Microsoft Office 365, Acuity Scheduling

Zip with ZipBooks very reasonably

Incentivized
Kenneth ShumakerView profile
Author in Finance and Accounting at Inevitable Unicorn Press (1-10 employees employees)

Pros

  • Three are three main strengths to zipbooks, number one for us is the inclusiveness yet simplicity.
  • Number two and a very strong point with Zipbooks is the quick ease of customer support.
  • The third point that sells us on Zipbooks is its price point for the service.

Cons

  • There is some difficulty with a need to learn the use of the menus, they are not open and click, at the moment, the user needs to open the menu then using the pad keys scroll down and use enter to select from the drop-down menu. A mouse does not work.

Return on Investment

  • I don't have a ROI for the use of Zipbooks though it has helped greatly with organizing for taxes. Our economy here has been so volatile for three years with deep dips down, that no software can aid in support the financial health other than to track the expenses and income and watch the balance to observe.

Other Software Used

Adobe Acrobat DC, Google Drive, Evernote, Dropbox for Business

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