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.
Andrea from Wildharted Designs
Specialty: Marketing Services
Employees number: 1 employee
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.
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
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.
Brian from 4tell Solutions
Employees number: 11-50 employees
What I liked best is that the customer service was excellent and always very responsive. That goes a long way when you try to do a conversion.
It's relatively ordinary which is why we didn't go with it but that doesn't make it a bad software. It's best for small business.
Caitlin from AMAZING MARKETING LTD
I've been able to spend less time on my accounting. I don't have to create reports, ZipBooks does it all based on my chart of accounts and other information. The customer service is super fantastic and supportive. The help files are well written, concise and easy to understand. The cost is low and the tiered pricing system is really fair. I can connect multiple accounts and add staff to my account. I can use time tracking, set up automatic invoices, pre-set items and tasks, add documents, just to name a few! My personal account is turned into a profile which is hosted on their system. My clients can leave reviews and potential clients can find and contact me.
Beside the cost (I'm on the pro version and it's still cheaper than the basic version of Xero and others), it automatically creates all the reports I need and shows them in a way that means I don't need an accounting degree! So my general ledger, my profit and loss statements - it's all there for me! Everything is so simple to use that I spent the first couple of weeks overthinking the whole thing - because it can't be that simple right?! The layout is so easy to navigate, the chart of accounts is simple to understand, and when I need a hand (I've managed to mess things up in my ignorance of double entry accounting) the customer support team are right there and get my problem sorted so quickly!
My biggest con is that it's really USA-centric. I'm not in the States so I can't connect my bank account to the system so I have to manually import my statements. For me, it's well worth the effort because the system saves me time and stress in so many other ways. Also I'm a sole trader so I don't have many accounts to sort out. I can imagine it would be different for someone with a bigger company or more regular turnover.
At tax time, my job is significantly easier!
ZipBooks makes tax time easy - in the past I struggled to gather all the information needed to file taxes for our small business - after using ZipBooks for the last year, taxes are a breeze and I no longer dread the day(s) spent preparing my tax returns.
I wish there was a little more on the free tier - they do a lot to make you buy a subscription, which is an understandable business model, but sometimes I wish things like syncing a bank account more than once a day (especially if you have to change your password on the banking website) were included in the free tier.
Jack from Jack & Bean
A highly functional and easy-to-use platform for client invoicing and accounting.
Zipbooks is a phenomenal tool for invoicing and billing clients. As a digital agency, our team does all of our estimating, invoicing, billing, time tracking and accounting through Zipbooks, and it's been a great experience. The platform has seen continuous improvement throughout 2017 and 2018, so I have a lot of confidence that we'll continue to run our business through Zipbooks.
The slick interface comes to be a burden when reconciling transactions - if you're not an accountant by trade, it can be easy to make a mistake and have difficulty correcting it due to the streamlined presentation. After struggling with this, I've been able to refine my reporting process to work well with Zipbooks.
The project management tool/time tracking was a bit weak but it is getting better and I'm happy to see the service improve.
I would also like to see support for signing contracts/agreements for related invoices.
Robin from Floof, LLC
The user interface is intuitive and easy! I like that I don't have to be an accounting pro to get set up and start invoicing clients. My clients love how easy it is to pay me. They click a couple of buttons and they are done, which means faster payments and more efficient accounting for me!
Because I don't understand accounting, I had some trouble reconciling some of the charges/credits and couldn't "undo" what I'd done very easily. It's not the most forgiving, however, their customer service was top notch in helping me solve the issue for no additional charges. I thought I'd have to hire someone to fix it, and they gave me free advice to help me fix it myself.
Paul from Wilmette Real Estate Mgmnt & Co. llc
Employees number: 201-500 employees
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
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
Cindy from Night Stone Consulting
Employees number: 2-10 employees
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.
Ruth from Signs67
The ease of invoices being able to be tracked and simple so all can understand it.
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.
The cons for me or a limited amount reports, lack of export options, and the large difference in categories.
Orlando from iBuildWeb.Solutions
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.
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.
Streamlined my invoicing system.
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.
There are some aspects of the UI that feel a bit bloated and unnecessary. Could be streamlined some.
Tracy from Tracy Lindley Voiceovers: The Professional Voice With Personality
It makes it easy and fast to get paid--don't we all want that?
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!
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.
Annie from Keep It Simple Admin
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.
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.
Mike from Michael Woodburne Technology, LLC
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.
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.
Diego from A|R Studio
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.
CJ from CJ South Photography LLC
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
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.
Corey from Soundstr
Simply, organization for my business and invoicing needs. Excited to demo the time tracking functionality soon too!
Excellent user interface design and dashboard. Super easy to navigate with a strong attention to the information architecture. Intuitive invoicing software. Amazing customer service!
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!
Bryan from Uncommon Wealth Partners
Employees number: 2-10 employees
Organizes our billing and record keeping and helps us accept payments faster and on a recurring basis.
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.
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.
Diego from Siam Tek Web Design Group
Employees number: 2-10 employees
Saved time, beautiful invoices, reliable and integrated 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 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.
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!
Response: ZipBooks, ZipBooks
Date: August 2017
Thanks for the great review, Diego. Glad you stuck it out with us!
Christopher from innerDEV LLC
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.
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.
Pascual from Clarity Psychological Services, LLC
Free, easy to use, professional and helpful customer support. It allows you to sync your bank account information into the system to save time.
Sometimes the sync does not work properly and you have to re-link your bank account to ZipBooks or refresh several times.