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ZipBooks, A Simple Review

by Scott Max
I'll offer two ways to find the tool, software or service you need, keep reading our breakdown and recommendations, or tell us about your business and the problem you are trying to solve and we will advise you for free!

So, you are considering ZipBooks.

You’ll be wondering if it's a good choice for you, if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article you’ll find links to alternatives to ZipBooks as well as our top picks for the options in this category.

Or, just go straight to Our top picks for Best Accounting Software.

Without further ado, let’s get started.

ZipBooks Features

ZipBooks is a simple, powerful and intuitive accounting platform that gives you the tools and intelligence to upgrade your business. It saves your time from doing mundane Bookkeeping tasks by offering automation and intelligent insights. ZipBooks is an ideal entry-level solution for freelancers or firms looking for accounting software.

Here are some exclusive features of ZipBooks:

Accounts Receivable: ZipBooks tracks receivable accounts and keeps accurate customer records. Moreover, it automatically updates the revenue earned and amounts owed in your accounts receivable report. You can manually edit any transaction outside ZipBooks into the database and gain thoughtful feedback on which clients regularly pay within a reasonable timeframe.

Bank Connect and Reconciliation: ZipBooks offers Bank connectivity and automatically streams your transactions on its platform after account verification. Moreover, you can view the current balance of your bank account plus the confirmed transactions in ZipBooks to make reconciling easier. 

Auto-Categorization: ZipBooks eliminates the repetitive data entry tasks from the bookkeeping and accounting process. It combines your work with research from other users and best accounting practices. Once done, it automatically categorizes your transactions. ZipBooks is an intelligent platform that uses Machine learning to learn your usage patterns and evolve accordingly.

Chart of Accounts: ZipBooks offers a chart of accounts, organizing everything in one central location. Here you can view the total inventory amount and overdue payments. Moreover, you can personalize additional account categories for your business.

Reporting: ZipBooks offers a snapshot of general payment trends and a balance sheet to document your assets, liabilities and equities. It calculates your profits and creates balance sheets that reflect periodic financial data. Additionally, you can highlight crucial aspects of your report and analyze all categories within your chart of accounts.

ZipBooks Pricing

ZipBooks offers 4 Pricing options for its accounting and reporting platform.

The "Free" plan is priced at $0 and connects with one bank account. Additionally, it offers unlimited invoices, basic reports, vendor and customer management and PayPal integration.

The "Smarter" plan is priced at $15/month and offers 5 team member accounts. Additionally, it provides reminder automation, multiple bank connectivity, time tracking and invoice scheduling.

The "Sophisticated" plan is priced at $35/month and offers unlimited user invitations. Additionally, it provides smart tagging, category customization, quick reconciliation and insightful reports.

The "Accountant" plan offers an on-demand pricing quote. It provides time tracking across client accounts, data migration, dashboard and transaction editing.

ZipBooks Discounts and Coupons

ZipBooks currently does not offer any discounts or coupons for its subscription plans.

ZipBooks Free Trial

ZipBooks offers a 30 Day free trial for its pricing options. You can use your Google account or input a valid email to avail the offer. Upon the expiration, you can continue using the free plan.

ZipBooks, A Short How-To Guide

Once you login to your ZipBooks account, you'll enter the Home section. Here, you'll see the financial performance, expenses and tracked time. Click on "Invoices" and tap on the green plus button to create a new invoice.

Click on "Transactions" to see your bank account history. Tap "Connect a Bank" to import transactions from a financial institution. Go to "Categories" to sort your transactions.

Click on "Reports" to enter the analytical section inside ZipBooks. Here you can filter report types by financial statements, accounting & tax, sales, expenses and team tracking. Go to "Contacts" to access the address database.

Click on "Tracking" to create a time entry. Tap the green plus button to manually add a time entry or press the green start button to start tracking. Once you've logged time to a project, you can automatically include it in your invoices.

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