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ZipBooks

ZipBooks

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.

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Recent Reviews

TrustRadius Insights

Users throughout the organization, including employees and contractors, have found ZipBooks to be an invaluable tool for time tracking. By …
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Popular Features

View all 13 features
  • Dashboards (6)
    10.0
    100%
  • Standard reports (6)
    10.0
    100%
  • Credit card processing (6)
    10.0
    100%
  • Time tracking (6)
    9.0
    90%
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Pricing

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ZipBooks Starter

$0

Cloud

ZipBooks Smarter

$15

Cloud

ZipBooks Sophisticated

$35

Cloud

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://zipbooks.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Features

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

9.1
Avg 7.1

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.

9.5
Avg 7.9

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

10
Avg 7.6

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

8.8
Avg 7.4

Order Management

The ability to process orders, and track them from quote to cash.

9.2
Avg 7.4
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Product Details

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.

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

Screenshot of ZipBooks DashboardScreenshot of ZipBooks TransactionsScreenshot of ZipBooks InvoicingScreenshot of ZipBooks Accountant Messaging

ZipBooks Video

Getting Started with ZipBooks

ZipBooks Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS
Supported CountriesUnited States, Canada
Supported LanguagesEnglish

Frequently Asked Questions

FreshBooks, QuickBooks Online, and Wave Accounting are common alternatives for ZipBooks.

Reviewers rate Dashboards and Standard reports and Expense management highest, with a score of 10.

The most common users of ZipBooks are from Small Businesses (1-50 employees).

ZipBooks Customer Size Distribution

Consumers50%
Small Businesses (1-50 employees)50%
Mid-Size Companies (51-500 employees)0%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(21)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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:

  1. 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.

  2. 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.

  3. 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

(1-3 of 3)
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Nicole (Burke) Rosario | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We (The MOD Pros) use ZipBooks throughout our entire organization. Employees and contractors alike, track their time in the tool, we submit project estimates and invoices, use the reporting features to pay staff and prepare for taxes, etc. The tool is incredibly easy to use, very affordable, and accessible everywhere. I recommend it to small and growing businesses alike.
  • Time tracking.
  • Reporting (especially for taxes).
  • Populating + organizing time entries for invoices.
Small and growing businesses that are looking for a cost-effective and easy to use tool.
General Ledger and Configurable Accounting (4)
87.5%
8.8
Accounts receivable
80%
8.0
Bank reconciliation
80%
8.0
Expense management
100%
10.0
Time tracking
90%
9.0
Inventory Management
N/A
N/A
Order Management (2)
50%
5.0
Credit card processing
100%
10.0
Cost of goods sold
N/A
N/A
Payroll Management (2)
N/A
N/A
Pay calculation
N/A
N/A
Benefit plan administration
N/A
N/A
Reporting & Analytics (3)
66.66666666666667%
6.7
Dashboards
100%
10.0
Standard reports
100%
10.0
Custom reports
N/A
N/A
Customization (2)
N/A
N/A
API for custom integration
N/A
N/A
Plug-ins
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
  • Keeps our business organized.
  • Easy, quick time tracking.
It was overkill and too expensive for my small business when I was starting out.
Diego Lucero | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

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!
Small businesses are well suited for this software, as their pricing is very affordable. they have a FREE FOREVER Starter plan, for those that are bootstrapped with little cash. I'm on the $15/mo Smarter Plan, and it's perfect for my little boutique agency's needs.
General Ledger and Configurable Accounting (4)
50%
5.0
Accounts receivable
N/A
N/A
Expense management
N/A
N/A
Time tracking
100%
10.0
Multi-currency support
100%
10.0
Inventory Management
N/A
N/A
Order Management (1)
100%
10.0
Credit card processing
100%
10.0
Payroll Management
N/A
N/A
Reporting & Analytics (2)
100%
10.0
Dashboards
100%
10.0
Standard reports
100%
10.0
Customization (1)
100%
10.0
API for custom integration
100%
10.0
Security (2)
50%
5.0
Role-based user permissions
100%
10.0
Single sign-on capability
N/A
N/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 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.

Kenneth Shumaker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Zipbooks for all of InUPress' accounting as well as accounts for two other businesses. Zipbooks supported our needs at a simplicity and easy price point we needed while offering the easy access to customer service support we desired.
  • 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.
Zipbooks is greatly suited to low finance smaller businesses or individuals who don't want overly complicated accounting software. But with that in mind as I've been with Zipbooks, over the years they have grown the software expanding the products functions and abilities greatly. Improving present features and taking care of any issues users find, quickly. I see a future with more added features, like possibly customized software for customers, or better menu functions. I speak with customer service reps easily and have no worries consulting with them when I have a question regarding the software and they do listen, asking relevant questions when needing clarification.
General Ledger and Configurable Accounting (4)
60%
6.0
Accounts receivable
90%
9.0
Expense management
90%
9.0
Time tracking
60%
6.0
Multi-currency support
N/A
N/A
Inventory Management
N/A
N/A
Order Management (2)
90%
9.0
Credit card processing
100%
10.0
Cost of goods sold
80%
8.0
Payroll Management
N/A
N/A
Reporting & Analytics (2)
80%
8.0
Dashboards
80%
8.0
Standard reports
80%
8.0
Customization (2)
N/A
N/A
API for custom integration
N/A
N/A
Plug-ins
N/A
N/A
Security (2)
100%
10.0
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.
I've used QuickBooks which was too complicated and way too expensive. Also used the expensive but ideal subscription web based CVita software., which out priced itself for our usage. Tried other free software that did not do the job that we need, which Zipbooks does cover. Setting Zipbooks where we need it to be.
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