Overview
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.
Great for Small + Growing Businesses
Perfect for small and medium businesses
I love ZipBooks! Easy to use, beautiful invoices, and a solid 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 …
Zip with ZipBooks very reasonably
ZipBooks - the perfect solution for freelance and small business.
End your search for better accounting software right now… ZipBooks
The upcoming mobile app and the web app both work together in a seamlessly …
Popular Features
- Dashboards (6)10.0100%
- Standard reports (6)10.0100%
- Credit card processing (6)10.0100%
- Time tracking (6)9.090%
Pricing
ZipBooks Starter
$0
ZipBooks Smarter
$15
ZipBooks Sophisticated
$35
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Features
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 9.1API for custom integration(2) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 9.1Plug-ins(1) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 9.7Single sign-on capability(4) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 9.3Role-based user permissions(4) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 10Dashboards(6) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 10Standard reports(6) Ratings
The software offers pre-built reports with metrics standard to the category.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 8Accounts receivable(5) Ratings
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.
- 8Bank reconciliation(1) Ratings
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.
- 10Expense management(5) Ratings
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
- 9Time tracking(6) Ratings
The software can track billable and non-billable employee time by project.
- 9.1Multi-currency support(2) Ratings
The software supports transactions across multiple currencies.
Order Management
The ability to process orders, and track them from quote to cash.
- 10Credit card processing(6) Ratings
The software facilitates credit card processing.
- 8.5Cost of goods sold(2) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is ZipBooks?
ZipBooks Features
General Ledger and Configurable Accounting Features
- Supported: Accounts receivable
- Supported: Bank reconciliation
- Supported: Expense management
- Supported: Time tracking
- Supported: Multi-currency support
Order Management Features
- Supported: Credit card processing
- Supported: Cost of goods sold
Payroll Management Features
- Supported: Pay calculation
- Supported: Benefit plan administration
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Customization Features
- Supported: API for custom integration
- Supported: Plug-ins
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
- Supported: Multi-factor authentication
Additional Features
- Supported: Reputation management
- Supported: Payroll integration
- Supported: Bookkeeping services
ZipBooks Screenshots
ZipBooks Video
ZipBooks Integrations
ZipBooks Competitors
ZipBooks Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS |
Supported Countries | United States, Canada |
Supported Languages | English |
Frequently Asked Questions
ZipBooks Customer Size Distribution
Consumers | 50% |
---|---|
Small Businesses (1-50 employees) | 50% |
Mid-Size Companies (51-500 employees) | 0% |
Enterprises (more than 500 employees) | 0% |
Comparisons
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Reviews and Ratings
(21)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users throughout the organization, including employees and contractors, have found ZipBooks to be an invaluable tool for time tracking. By utilizing the time tracker feature, users are able to easily keep track of the hours spent on projects, especially for clients who prefer hourly payment. The ability to automatically pull unpaid past hours into an invoice ensures that everything is included before sending. This saves users a significant amount of time and eliminates the need for manual calculations.
Another key use case of ZipBooks is its functionality for submitting project estimates and invoices. Users appreciate the ease of use and simplicity of setting up and sending invoices with ZipBooks. The tool allows them to quickly generate professional invoices, complete with existing products and services, making the process efficient and hassle-free. The generated invoices are clean and beautiful, with the option to include a PDF when sending to clients who prefer printed copies.
The reporting features of ZipBooks are also highly valued by users as they serve multiple purposes. Users are able to utilize these features to pay staff and prepare for taxes. The profit and loss statements and tax compatibility are intuitive and easy to use, eliminating the need for extensive reference to help documentation. This makes the accounting process seamless and convenient.
Users have praised the phenomenal customer support provided by ZipBooks, finding the support staff friendly and helpful. While there were some minor bugs and quirks in the past, most of them have been resolved, leading users to have confidence in the future roadmap of the app.
Freelancers find ZipBooks extremely helpful in managing their freelance contracts, creating professional invoices, and ensuring timely payments through reminders. Non-profits also appreciate ZipBooks for its slick user interface, ease of adoption, regular new features, and attractive price point, which allows them to manage expenses and invoices responsibly.
Overall, ZipBooks has gained a strong reputation among users as a must-have app for their business needs. Its ease of use, affordability, accessibility, time-saving features, and excellent customer support contribute to its positive reception.
Easy-to-use and quick invoicing feature: Many users have praised ZipBooks for its easy-to-use and quick invoicing feature. They have found the interface clean and beautiful, which is beneficial for branding purposes. The software allows them to create complete invoices swiftly and send them to the right person without any hassle.
Phenomenal customer support: Several reviewers have expressed their satisfaction with ZipBooks' phenomenal customer support. They have found the support staff to be friendly and helpful, providing assistance whenever needed. This positive experience with customer service has contributed to their overall positive experience with the software.
Inclusiveness and simplicity: Users appreciate that ZipBooks is inclusive and simple to use. They consider this as one of the main strengths of the software. The intuitive design and user-friendly interface make it easy for both beginners and experienced professionals to navigate through the features seamlessly.
Difficult Menu Navigation: Several users have experienced difficulty navigating the menus in ZipBooks. They have mentioned that the menus are not responsive to mouse clicks, requiring them to use the pad keys for scrolling and selecting options with the enter key.
Limited Payment Options: Some users have expressed a desire for more payment options within ZipBooks. They would like to see support for alternative payment methods in order to accommodate their specific needs and preferences.
Lack of Advanced Search Functionality: A number of reviewers have suggested that ZipBooks could benefit from improved search capabilities. They feel that adding advanced search functionality would enhance the software's overall performance and make it easier to find specific information or transactions quickly.
Users of ZipBooks have made several recommendations based on their experiences with the tool:
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A common recommendation is to try ZipBooks for free. Users suggest giving it a try, especially because it offers a basic free plan. This allows individuals and small businesses to test out the software before deciding on a paid plan.
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Another recommendation is that ZipBooks is suitable for small businesses and startups. Users often recommend it for early startup companies, individual freelancers, or professionals. They mention that ZipBooks provides necessary tools for good financial control without requiring expertise in accounting.
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Users also appreciate the ease of use and functionality of ZipBooks. Many mention that it is easy to use and offers a great user experience overall. They suggest trying the tool for a couple of days to experience its ease of use and functionality, such as quick invoicing, payment processing, and expense tracking.
In summary, users recommend trying out ZipBooks, especially for individuals, small businesses, startups, freelancers, and professionals. The tool is praised for its affordability, user-friendliness, and functionality in meeting the financial needs of these users.
Reviews
(1-4 of 4)Perfect for small and medium businesses
- 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.
- Not quite as full featured yet as Quickbooks but still does what it needs to.
- Accounts receivable
- 100%10.0
- Expense management
- 100%10.0
- Time tracking
- 90%9.0
- Multi-currency support
- N/AN/A
- Credit card processing
- 100%10.0
- Cost of goods sold
- N/AN/A
- Dashboards
- 80%8.0
- Standard reports
- 90%9.0
- API for custom integration
- N/AN/A
- Plug-ins
- N/AN/A
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 100%10.0
- Easy to manage; low overhead.
- Quick to get out and track invoices.
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 automatically pulled into a new or an existing invoice, making it super simple to make sure everything is included in an invoice before sending it off. 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!
ZipBooks primary benefit for me is that it saves me TIME. I don't need to spend 15-20 minutes fiddling around with layout, service descriptions, tax and email settings to get an invoice to the right person. On top of that, the invoices are simple, clean and beautiful, holding to the same high quality of my brand.
- 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.
- 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!
- Accounts receivable
- N/AN/A
- Expense management
- N/AN/A
- Time tracking
- 100%10.0
- Multi-currency support
- 100%10.0
- Credit card processing
- 100%10.0
- Dashboards
- 100%10.0
- Standard reports
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- N/AN/A
- 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.
- PayPal and PayPal Here
PayPal for a very long time was my go to software, and I had many issues. PayPal was clunky, unattractive, and many parts of their website were broken (old links returning 404s). It was difficult to get a human on the line (in chat, in email, or on the phone) and the majority of their forum posts for help were outdated and did not reflect their new UI design and internal app changes. This made it very frustrating to find solutions, and even more frustrating to get what I wanted from my invoices.
QuickBooks at the time was too much than I could afford, and so I went with the cheaper (and functional) alternative in ZipBooks.
Zip with ZipBooks very reasonably
- 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.
- 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.
- Accounts receivable
- 90%9.0
- Expense management
- 90%9.0
- Time tracking
- 60%6.0
- Multi-currency support
- N/AN/A
- Credit card processing
- 100%10.0
- Cost of goods sold
- 80%8.0
- Dashboards
- 80%8.0
- Standard reports
- 80%8.0
- API for custom integration
- N/AN/A
- Plug-ins
- N/AN/A
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- 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.
- The user experience is easily the best I have seen with any invoicing software.
- They create clean, professional invoice templates.
- They make setting up and managing projects easy.
- Add support for alternative payment through ZipBooks
- Accounts receivable
- 100%10.0
- Expense management
- 100%10.0
- Time tracking
- 100%10.0
- Multi-currency support
- 100%10.0
- Credit card processing
- 100%10.0
- Cost of goods sold
- 100%10.0
- Dashboards
- 100%10.0
- Standard reports
- 100%10.0
- API for custom integration
- 100%10.0
- Plug-ins
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- None