ZipBooks Software


 

ZipBooks is a cloud-based accounting and payment processing solution designed for small and midsize businesses. It offers financial reporting, core accounting, budgeting and forecasting.

ZipBooks allows users to create customized emails and invoices with logos, themes and messages. The online accounting functionality of the software includes accounts receivable and bank reconciliation. With the help of bank integration, the system automatically pulls transactions and generates real-time summaries of company expenses.

ZipBooks offers project management tools that allow users to create tasks, assign them to team members and track performance with a real-time dashboard. The product also features invoice financing, which credits invoice amounts to business accounts within 24 hours of invoice creation, even if the payment is pending from the client’s side.

Support is available via email. ZipBooks charges users for each advance on an invoice.

 

ZipBooks - Financial performance
 
  • ZipBooks - Financial performance
    Financial performance
  • ZipBooks - Example invoice
    Example invoice
  • ZipBooks - Example invoice
    Example invoice
  • ZipBooks - Enter invoice information
    Enter invoice information
  • ZipBooks - Stock transfers
    Stock transfers
  • ZipBooks - Time entry
    Time entry
Supported Operating System(s):
Web browser (OS agnostic)

36 Reviews of ZipBooks

Showing 1-20 of 36

 

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Mary from Forward Films

June 2017

June 2017

I use for business and personal accounting actually.

Ease-of-use

Functionality

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Value for Money

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Pros

Color coding, clean interface, simple to use so that I actually am able and motivated to keep up with my accounting. Love the option to outsource bookkeeping as I scale. Custom categories are really nice, too. Love ability to add docs to transactions and link transactions to certain clients.

Cons

I don't like that bulk-categorization was removed from free accounts without notice or at least a free trial of the next paid tier account so we could understand whether we should upgrade. I also don't like that there's no cash flow statement at this time under reporting.

Source: Capterra
 

Susan from BarkAID
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

ZipBooks - Perfect for a Hobby turned Small Business!

Ease-of-use

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Value for Money

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Support

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.

Advice to Others

It is my hope and belief that this software will grow in time. Currently, it is without a doubt an infant accounting program. In the foreseeable future, it could compete with QuickBooks.

Source: Capterra
 

John from Arts+Sciences Marekting
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

The perfect set of tools for my tiny agency

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I switched to Zipbooks from another accounting platform and was amazed at how simple and well-thought-out it is. And for free! I was able to get set up in less than an hour, and it lacks nothing I need for estimating and invoicing for projects. It's also nice to have the time-tracking and project-tracking functions for the future. Great job, guys!

Pros

Easy to set up and easy to use. Great mobile app. Free!

Source: Capterra
 

Derek from Design Café
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Simply Amazing

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ZipBooks is the perfect bookkeeping solution for my small business! It allows me to add client details, business expenses and payments received from clients. There is also a great quotation feature built into the app that includes project management and time tracking. Generating an invoice from an existing project or quote only takes a click of a button (how awesome is this?!) and manual invoices can be added too. My favorite feature is the recurring invoices which get sent automatically and even allows me to set payment reminders for those that have not been marked as paid. Believe it or not, these reminders do work! ZipBooks also has great reporting features which shows you your total revenue for the past 12 months, an expense report, income per client, outstanding payments, tax and more. Oh, I forgot to mention, all of this is free! You can also accept payments via the internet but this isn't supported in my country yet. ZipBooks saves me loads hours every month and lots of paper (everything is backed up securely in the cloud), the app and its development/support team definitely add value to my life.

Oh yeah, there's also an iPhone app for when I'm on the move or need to generate a quote for a client immediately :-)

If you're looking for great bookkeeping software, this is it.

Pros

Recurring invoices, payment reminders, great support, iPhone app, quotation system, easy to use report features, integration with Slack.

Cons

Can only accept internet payments with American banks.

Advice to Others

Great product, use it!

Source: Capterra
 

Weston from Hope counseling services

December 2016

December 2016

Clarify your needs

Ease-of-use

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I am rolled with this software because it is free and links with a bank account. However, it does not link with my business checking account, which was my goal. Customer service was great!

Source: Capterra
 

Brezi from Captured by Brezi Photography
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2016

June 2016

Love this service!

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I love using this service for my birth photography business. It helps me keep everything organized and in one place for each of my clients.

Source: Capterra
 

Richard from PC Support Services
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2016

June 2016

Poor poor technical support.

Ease-of-use

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The customer support is atrocious. I had two issues; resetting my user data and a screwed up connection to Stripe. The first was still outstanding 3 weeks later, the second 4 days later. No feedback from "Brad from ZipBooks" until I chased them up with followup messages.

Eventually we agreed to delete my account and I'd start from scratched. That was 2 days ago and I honestly don't expect it to happen.

I'll be staying with Xero. A much more professional product.

Pros

Free.

Connects with PayPal, Stripe and WePay.

Clean simple web interface.

Source: Capterra
 

Grant from Grant Zabriskie Design

April 2016

April 2016

Switched over from Freshbooks

Ease-of-use

Product Quality

Customer Support

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Zipbooks is a solid alternative to Freshbooks. I did a through comparison before crossing over and found nothing wanting. The ZipBooks team even helped me get my FB data migrated over and it worked like a charm. FB is a still great, I'm 100% ZipBooks now and don't any any plans to go back.

Source: Capterra
 

Camille from USF

April 2016

April 2016

Easy to install and use

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It is a easy program to use. It runs in the Chrome browser for me and makes time tracking and invoicing pretty easy.

Source: Capterra
 

Federico from Jacobi and Cruz Advertising

January 2016

January 2016

Simple, Modern, Perfect

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This product is EXCELLENT for a small time freelancer. No cumbersome setups, no crazy tax charging, no unnecessary product descriptions. Just estimate+invoice and go!

The setup is super simple. Integration with Stripe and WePay right off the box. Customer service via chat is quick and helpful right on the sites UI. It just feels right!

This thing is wonderful!

Source: Capterra
 

asma from F&M Middle East

January 2016

January 2016

Very practical and simple software

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Very practical and simple software

Source: Capterra
 

Jeffrey from logixWISE

January 2016

January 2016

Extremely easy to use, setup is a snap. Great flexibility in how you enter/use data.

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In general I think the software is outstanding. The customer service is fast, very friendly, and efficient. I had an issue with linking to my bank, it was fixed asap and works perfectly. The only reason that I give it 4 stars (overall) and it really should be a 4.5 star raring is that I'd like to see an option to configure categories for expenses, and options for mileage as an expense. Integration to a mileage tracker like TripLog and a time tracker like Gleeo Time Tracking would be the icing on the cake.

Source: Capterra
 

Antony from sys-xpress.com

January 2016

January 2016

Simple and does the job well!

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It is simple even for a person without any accounting background. Straightforward menu for browsing and recording. It provides a quick report for overall summary

Source: Capterra
 

Tyler from Freelancer

January 2016

January 2016

So far it's the best and most simple solution I've found to track income and expenses.

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There are a few edge cases that I have ran into that would make the product better, but I've been told by their excellent customer service that they are working to improve it. Still, so far I don't have any complaints. It's free and really saves me a lot of time off the financial side of freelancing.

Source: Capterra
 

Andreas from ColourBlind Studo

January 2016

January 2016

Simple, easy and free!

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So easy to use, great straight-forward features. User interface is clean and friendly. I use it for my small business and happy to also be able to receive credit card payments. Would love to see the ability to create your own template or possibly select from a selection of templates. Looking forward to updates.

Source: Capterra
 

Matthew from Winterhoff Internet Solutions, Inc.

January 2016

January 2016

Excellent Alternative to QuickBooks

Ease-of-use

Product Quality

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Ease-of-use
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After using QB for my business for the last 8 years, I finally had enough of Intuit.

I wanted a modern web based solution that didn't cost an arm and a leg for basic quoting, invoicing, and accept payments online. ZipBooks does this and more.

I had list of my existing clients and I found out via the in app chat (a way awesome support feature) that while there was not a feature ready for realase for an import of my contacts they would do it for me.

This is a small token, but shows how customer service focused this company is, unlike others who would have go check the forums, they are right there to chat with.

Source: Capterra
 

Nawahl from Afristar General Suppliers

January 2016

January 2016

Simple, Neat and easy to use! Perfect for a small business

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It took me all of 5 minutes to figure everything out. At first I was a bit disappointed that the date format could not be set to South African standard, but when I noticed that the date very clearly appeared, printed in full on the finished documents that can get sent/printed out, I think its completely ok. I love that I could easily use my own logo. I love how everything automatically gets tracked. I love that its free! Its been really useful in my small and growing business, to keep track of all my income and expenses without me having to know much about accounting and without having to hire an accountant, on top of keeping all the receipts, written invoices and other transaction docs. It just simplifies life. I guess a complete accounting system is probably necessary when a business gets bigger, but for a small growing business and a newbie entrepreneur, who just needs a simple income statement, Zipbooks is the perfect tool to get one in the game, staying organized, tracking expenditure and income and having automated outputs that allow one to assess where to improve and streamline the business. The messaging system is pretty nice too. The response to queries from the Zipbooks team is quick and clear and quite personalized, which I'm very impressed by. Zipbooks is perfect.

Source: Capterra
 

Haley from Haley Walls Photography

January 2016

January 2016

Fantastic Software!

Ease-of-use

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Ease-of-use
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Support

I am over-the-moon happy with my experience using ZipBooks. Not only is it easy to use, the customer service I've received is amazing. I will continue to use and it recommend it to others. Love it!

Source: Capterra
 

Francesco from YN

January 2016

January 2016

Very good and great potential

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It's really easy to use and it has a lot of potential.
I was using wave invoicing before but I switched to Zipbooks and I'm really happy with it.
The customer service is also great.
It lacks some features of the big players but they are growing fast and you will not be disappointed!

Source: Capterra
 

Evgeny from Vitas LLC

January 2016

January 2016

Nice and easy

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Nice and easy, good integration with Stripe!

But need also PayPal

Source: Capterra