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)

59 Reviews of ZipBooks

 

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Software Advice Reviews (1)
More Reviews (58)

Showing 1-1 of 1

Andrea from Wildharted Designs
Specialty: Marketing Services
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

Simple bookkeeping for businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I've been using this for about the last year and started when it was free to use. For what it was then and for as simple as it is, it serves my needs at the moment but it's a little difficult to use with my workflow so I feel like I'll probably outgrow it at some point. I do primarily project based work, tracking time and billing hourly. I don't sell anything through an inventory but will add expenses to an invoice. This software works great for that though it would probably work for something with a light inventory or commonly used services as well. Overall, it's a good value and worth testing out but it may not work as well for every business model.

Pros

Add expenses, track time, create projects, create tasks within projects, print out accounting reports, send invoices and receive payments in app, recurring invoicing available, ability to set up reminders automatically

Cons

Visually clean but not as streamlined to use. Projects can't be created on the fly in the time tracking app, but have to be created ahead of time. Still quick to do but it's an extra step. Same for tasks within projects. They must be created ahead of time too, though each project automatically creates a General task. Invoice design is simple and clean but there's not much that can be customized beyond the logo.

Review Source
 
 
 
Showing 1-20 of 58

Paul from Wilmette Real Estate Mgmnt & Co. llc
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

Best DIY accounting software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Zipbooks is the best and easiest accounting software available out there. I know this because I free tried them all. They differentiate themselves bye the ease of use and the app that is above and beyond user-friendly. I have access to all the features that I need even though I'm on the free plan so with the upgrade you can get access to the most powerful features available. I recommend the software strongly to everyone. Paul

Cons

I'm waiting for the Android phone app to be released soon. They are expecting to be released in the beginning of the second quarter of 2018

Review Source: Capterra
 

Cindy from Night Stone Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

ZipBooks is very easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Pros

You do not have to have any accounting experience to use it. The importing feature from the Banks is fantastic, saving a ton of time of tracking expenses and applying them to the appropriate expense categories (accounts). The Time Tracking is also very easy to use.

Review Source: Capterra
 

Ruth from Signs67

January 2018

January 2018

I have utilized the on-line customer support as I am not a trained bookkeeper.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

The ease of invoices being able to be tracked and simple so all can understand it.

Pros

For this software things I like and appreciate the best is the customer support. I have needed on-line chat several times and they always answer, but goes a step farther in teaching me what I need to know to prevent this mistake from happening again and repeating. I also like how easy it is create an invoice.

Cons

The cons for me or a limited amount reports, lack of export options, and the large difference in categories.

Review Source: Capterra
 

Orlando from iBuildWeb.Solutions

January 2018

January 2018

Powerful freeware! Easy to understand interface. Fairly easy to use. Very satisfied!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

This software connects with your bank account and automatically syncs transactions and auto-categorizes transactions. I've only been using for a few days, but have not had an issue with the auto-categorization of expenses and revenues. Saves a lot of time. I also like the auto-generated financial statements. Goof feature for free software.

Cons

I did have to brush up on some accounting fundamentals to ensure I am recording transactions correctly. It would be nice if they had some tips/descriptions of different types of transactions and how to properly record them. Was able to figure it all out through Google search though.

Review Source: Capterra
 


January 2018

January 2018

Gamechanger for how I do online coaching/consulting.

Ease-of-use

Functionality

Product Quality

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Value for Money

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Streamlined my invoicing system.

Pros

At the end of this day, this has streamlined how I send invoices and receive payments, without having to think about the software. That's a win for me.

Cons

There are some aspects of the UI that feel a bit bloated and unnecessary. Could be streamlined some.

Review Source: Capterra
 

¿Tracy from Tracy Lindley Voiceovers: The Professional Voice With Personality

January 2018

January 2018

I love this user-friendly service!

Ease-of-use

Functionality

Product Quality

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Value for Money

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It makes it easy and fast to get paid--don't we all want that?

Pros

It's easy-to-use and I don't have to read endless tutorials to figure it out. A close second is that it accepts PayPal and credit card payments--my clients love it!

Cons

I think some of the expenses categories are confusing/unnecessary. I would also like to see some customization of expense categories, though this is perhaps something that is offered and I have yet to learn how to do.

Review Source: Capterra
 

Annie from Keep It Simple Admin

January 2018

January 2018

Awesomesauce!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
Value for Money
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Pros

Clean, simple user interface. Customer support via Chat is extremely responsive - even on holidays - imagine that. Everything I need; invoicing, time tracking, sending custom receipts for checks and cash, simple P&L reports. Love it! I am recommending this service to all of my clients that have a need.

Cons

Maybe it's just me, being a numbers derelict and all, but some of the features (the things you need to do) are not that easy to find. However on the bright side, if you ask a question, you will usually get a fast straight answer.

Review Source: Capterra
 

Mike from Michael Woodburne Technology, LLC

December 2017

December 2017

Great software with outstanding technical support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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Support
Pros

The software itself is fairly straightforward and easy to use, although for someone who doesn't know accounting that well it sometimes can be slightly confusing. What is really great though is that their support team is very knowledgeable and can not only help solve technical issues but can also help explain what their software means to you from an accounting standpoint.

Invoicing is simple and easy to use, integration to bank and credit card accounts continues to improve, and they continue to enhance the set of reports available to help you understand how your business is doing.

Cons

It's fairly minor stuff - the graph on the main page of the application assumes you are using accrual basis accounting, and that ends up misrepresenting the numbers you see if you are using cash basis accounting. I also don't like that I can define that my business uses cash basis but the reports always default to accrual.

It would be nice to understand how the business health score is calculated, as mine continues to decrease despite the fact that I thought my business was continuing to improve.

Review Source: Capterra
 

Diego from A|R Studio

October 2017

October 2017

ZipBooks has helped me get organized and look professional. The support is excellent

Ease-of-use

Functionality

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Value for Money

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Pros

ZipBooks is extremely simple to use. It helps with organization of contacts, invoices, drafts, estimates, Billing and it even creates reports. For no cost you can use ZipBooks to get organized and start invoicing clients, even accepting electronic payments and linking bank accounts. The mobile interface is also simple to use and effective, so creating invoices on the go is not a problem.

Review Source: Capterra
 

CJ from CJ South Photography LLC

October 2017

October 2017

Not perfect, but constantly improving and Customer Support is the best with super fast replys!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

I run a photography+subcontractor business. I've been with Zipbooks since before they started charging a fee (switched from freshbooks) and let me tell you, there were definitely some major growing pains. The good new is that they listened to the customers and would always solve problems quickly.
The gap between Zipbooks and Quickbooks/Freshbooks/etc.. used to be cavernous, but that gap is almost unnoticeable now. The interface is ridiculously easy to understand and flows really well. It's the best user interface experience I've had for accounting software.
Costumer service has been nothing short of impressive. I'm an accounting/bookkeeping newb and the customer support has basically trained me how to do my own accounting. They have this great chat button that's always in the bottom right corner so you can easily ask questions and get answers like if you were chatting with a friend on facebook messenger.
The company has a long way to go to being the best, but they certainly have the chops for it! I would high

Cons

The fact that I can't mark an invoice as paid from the list view. I don't like the extra step of clicking through to the individual invoice. But, it's a minor inconvenience.

Review Source: Capterra
 

Corey from Soundstr

October 2017

October 2017

Zipbooks is a MUST for anyone who is a freelance graphic designer!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

Simply, organization for my business and invoicing needs. Excited to demo the time tracking functionality soon too!

Pros

Excellent user interface design and dashboard. Super easy to navigate with a strong attention to the information architecture. Intuitive invoicing software. Amazing customer service!

Cons

5 day waiting period for payments was frustrating at first. Eventually, I was able to learn how to drop this down to a 2 days. Also, some functionality took me a bit to figure out. But customer service was able to answer my questions within a matter of minutes!

Review Source: Capterra
 

Bryan from Uncommon Wealth Partners
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Simple, intuitive, customer support responds super quick.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Organizes our billing and record keeping and helps us accept payments faster and on a recurring basis.

Pros

Cheap, clean and easy to use. Customer support is wicked fast. I am blown away about how intuitive the software is. Easy to import lists and accept payments. Looks super professional.

Cons

Would like more short video tutorials and fees always seem high, just need to keep building our revenue through this site and that would seem less.

Review Source: Capterra
 

Diego from Siam Tek Web Design Group
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

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

Ease-of-use

Functionality

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Customer Support

Value for Money

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Saved time, beautiful invoices, reliable and integrated time tracker

Pros

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 automagically pulled into a new or an existing invoice, making it super simple to make sure everything is included in an invoice before sendoff. 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.

Cons

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!

Review Source: Capterra

  Response: ZipBooks, ZipBooks

Date: August 2017

August 2017

 

Thanks for the great review, Diego. Glad you stuck it out with us!

 

Christopher from innerDEV LLC

August 2017

August 2017

ZipBooks gives me a simple, but powerful alternative to QuickBooks Online, at 1/3 the cost

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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Pros

The interface is very modern, responsive, and easy to navigate. I moved from QuickBooks to ZipBooks due to a recent price increase, and I haven't looked back. It has most of the features from QuickBooks that I needed, plus I actually enjoy working in ZipBooks because the app just works.

Cons

It could allow a bit more invoice customization, like being able to set a NET-15 / NET-30 on a recurring invoice rather than it being due on receipt. Other than that, it's worked pretty well.

Review Source: Capterra
 

Pascual from Clarity Psychological Services, LLC

July 2017

July 2017

Free and great alternative to QuickBooks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Free, easy to use, professional and helpful customer support. It allows you to sync your bank account information into the system to save time.

Cons

Sometimes the sync does not work properly and you have to re-link your bank account to ZipBooks or refresh several times.

Review Source: Capterra
 

Alessandra from Alessandra Orru
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

Anytime i have an issue (usually me not being very technological) i get a professional solution!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Accountancy in order

Pros

It would be crazy not to appreciate it!!!
It is of fundamental help for my work. I can create, edit, send, download an invoice from anywhere in the world with just my phone qnd few clicks. I used to have all invoice scattered everywhere in my personal computer, home computer. Now i have everything with me at all time

Cons

Maybe the renovation is too often so what happens is that you can't keep up with it all the time. This is the only thing

Review Source: Capterra
 

Chad from The Studio of Chad Kouri
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

A wonderful tool. Very intuitive and simple design.

Ease-of-use

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It helps me prep for tax season throughout the year, rather than doing everything right before the deadline. Also, the invoicing is embedded in the software so there is no more cross referencing pdf invoices with bank statements for payout amounts.

Pros

The simple design is the most attractive part of this software to me. So many other accounting programs are not very streamlined and simple, but Zipbooks has been very easy to use, inexpensive and the customer service is very helpful and timely.

Cons

Because I have an untraditional business model without regular payments, the business score and analytics about business health are not very helpful and actually make me feel like my business isn't as strong as it actually is. I'd prefer to turn them off if I could! But that's a very small con. I also wish I could export a list of individual expenses with their category listed but screenshots will do for now!

Review Source: Capterra
 

Enrique from Consult My PC
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

Exceptional value to this cloud-based accounting software. Compared to many other popular solutions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Saved on monthly unnecessary accounting fees using this service and the software fit my small business without having to worry about getting stuck with bells and whistles I didn't need.

Pros

Easy to use, Great Customer Service, Available when you need it, Accounting made easy and management of clients is great. Invoicing is a breeze, even on the fly. Swayed from Wave Accounting for Zipbooks time keeping feature and decided against Quickbooks because of its pricing structure.

Cons

Managing transactions is automated with your linked bank account. But, entering transactions manually is tricky. The user must keep a close eye on transactions so the software reconciles accurately. But, this could be relevant to any accounting software...

Review Source: Capterra
 

Blake from Tesani
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Amazing Free Accounting Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Product Quality
Quality
Value for Money
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Pros

As a small business owner, Zipbooks helped me organize my finances and keep track of what was going on in my business. I even used Zipbooks to produce all the financials to sell my business.

Cons

When I started, it didn't offer all of the things that Quickbooks had, but it seems like they are adding features regularly. For a free software I really don't have any complaints at all.

Review Source: Capterra
 

Sarah from smallCon
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Value for Money
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Pros

Our nonprofit was looking for easy to use software for our accounting. Not only is this easy, it is nice to look at too. And all web based means no more downloads on my computer! Linking a bank account was very easy! The mobile apps help as well. Customer service responded in under 12 hours!!!

Cons

They only have an app for IOS, No Android app yet, however I was informed it will be here late summer! (very excited about that)

Review Source: Capterra