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)

80 Reviews of ZipBooks

 

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Software Advice Reviews (1)
More Reviews (79)

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

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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 79

Nava from University of tehran
Number of employees: 1 employee Employees number: 1 employee

December 2018

December 2018

Zipbook

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Pros

It it enormously usable for the stuff I daily face with

Cons

I see almost no problem in this application

Review Source: Capterra
 

Alex from Online Tool Retailer
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Deleted my account

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For some reason zipbooks deleted my account without warning or notification, when I queried them they were unable to recover the account and I was instead met with a patronising support team member who suggested I just create a new account.

Pros

The software was easy to use and intuitive.

Cons

They deleted my account without warning.

Review Source: Capterra
 

Andrew from Bright Bulb Ideas
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

ZipBooks isn't what it seems

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Overall, if you are an individual looking for a cool interface to keep a general ledger, this is a cool system. It's absolutely NOT a system of businesses. As a small business, I simply can't afford spending hours trying to may a paid system work. In this day, software shouldn't need someone holding it's hand. There are better systems out there and well worth the larger cost.

Hopefully this can save someone else from headaches. Move on, you'll be glad you skipped this system.

Pros

A beautiful interface with a clean layout gives you the first impression you are in an elegant accounting program. It also gives you step by step guides to connect banks and the progress of your connections. The ai is smart and will often correctly label your transactions.

Cons

The most major problem is, the software doesn't connect correctly to my Credit Union. It would show a balance of 3-4 past transactions, however have ALL the transactions in there.

Working with customer service is annoyingly slow. Response times in my experience have been days and I am a paid member. Along with the responses are silly gifs some people may dig, but when you have a problem, it's downright insulting.

After customer service realizing I was on an old system, they had it upgraded and wanted me to re-connect my Credit Union. As a result every transaction was gone! So years of balancing my business was vaporized. Thank god I didn't trust their customer service rep and exported everything prior to doing such a poor suggestion.

Review Source: Capterra
 

Yvonne from Lilacs and Lilies
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Too complicated for a small business owner

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As a small business owner I do not have the time to figure out accounting programs that are not straight forward and easy to use. It took me quite a while to figure out how to input my current financials and I wasn't able to figure out how to input past sales without first generating an invoice.

Pros

The ability to upload jpg and PDF files related to transactions easily.

Cons

The inability to create sales outside of invoicing.

Review Source: Capterra
 

Catrina from CCS
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Great for Feedback!

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I've used ZipBooks on and off for less than a year for personal and small business.

Pros

I like ZipBooks feedback functionality - the ease of which you can receive reviews, and how it incorporates the most popular social media.

Cons

I don't like that I can't track inventory. I'll need to have, open and use an additional program for inventory and figure out how to incorporate them.

Review Source: Capterra
 


September 2018

September 2018

User

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Nice to use but lacks some important advanced features

Pros

Easy to use, great to track the tasks, and assign the duties

Cons

No android version support, lacks inventory-tracking features. and integrated add-ons.

Review Source: Capterra
 


July 2018

July 2018

Intuitive time tracking product that makes billing tracking a basic process

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Pros

Nice UI, very easy to use and teach new team members how to track their time per projects. Makes a simple process (project time tracking) a simple task for team members to achieve per week.

Cons

The mobile applications can use some work. The iOS application is pretty buggy, but accessed through the web, it is pretty flawless.

Review Source: Capterra
 


July 2018

July 2018

Great way to keep your accountancy

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Pros

Really good tool to help you with the accounting books of startup, you can create online invoices, track time, bills, etc

Cons

It is a very complete software and easy to use, I have no complaints about this software, really it works very good

Review Source: Capterra
 

Brian from Performix

July 2018

July 2018

Use this app frequently to pass time and to get a nice read!

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Pros

Great app! They provide the best reads of the day, week and month. Working in NYC , very convenient to walk into a Barnes n Nobles and get a quick peak of today's best read.

Cons

Best reads are often repeated. On days I actually want to check out what to read and noticing it before is a turn off.

Review Source: Capterra
 

Leigh from Self-employed

June 2018

June 2018

Great Customer Service

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For small business, it's perfect.

Pros

The software is user friendly. Easy to re-set up our company. Like the on-line look from the customer's point of view. It's easy to complete.

Cons

I do find it a bit frustrating that I cannot find out WHEN my deposits are estimated to hit my bank. It's either that it doesn't exist in the software, or that it's difficult, even for a daily user, to find it in the menu system.

Review Source: Capterra
 

Kathleen from Katie Kates Store
Number of employees: 1 employee Employees number: 1 employee

June 2018

June 2018

No other way to go than ZipBooks - 100% Satisfied!

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Bookkeeping service available to me via chat. Wonderful Bookkeepers such as Karin to help me along. Categorization help, ability to have a business report readily available any day. I love this program.

Pros

Extremely easy to use interface. Live chat option with a bookkeeper, preset categorization, help every step of the way, ability to track EVERYTHING about my business.

Cons

No inventory tracking feature. I would love more freedom in setting up my invoices. I need more options because my products vary. Also no intergration with eBay. But I still love the software.

Review Source: Capterra
 

Janet from URE
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Responsive Leadership & Support Team

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It has saved us so much time and frustration and they are responsive to customer feedback.

Pros

- Simple, Attractive User Interface. Not difficult to learn or teach staff. Easy for customers to interact with.
- Shout out to the support staff who has been stellar at listening and resolving issues.

Cons

Growing company always have hiccups but they are always responsive and willing to listen to customers and fix things ASAP

Review Source: Capterra
 

Chai from Chai Landau

May 2018

May 2018

I love ZipBooks! Switched from QuickBooks and never looking back.

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Pros

It has a free level without ridiculous limits, as well as a more robust premium version. It is beautifully designed, easy to use, and allows for people to keep detailed records easily.

Cons

The little upgrade messages can get in the way sometimes - if you click the wrong area, you might lose your invoice when it asks you to upgrade. Just a small bug, but pretty unpleasant.

Review Source: Capterra
 

Tyler from srnd.org

April 2018

April 2018

Receiving payments is absolutely insane.

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Pros

It looks nice and relatively polished, it's easy to navigate, and the setup process (seems) pretty easy.

Cons

The setup process is bizarre. Only after I had received a payment, I was told they were holding my funds until I sent them my Social Security Number USING LIVE CHAT, which is absolutely insane. The live chat provider they use, in fact, specifically says it is not secure enough for that, and forbids them from doing so in their Terms of Service.

Additionally, weird features are gated on the free plan. For example, you can't see your notifications.

Review Source: Capterra
 

Debbie from CWS
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

ZipBooks provided simple software and it grew with me - from free to inexpensive.

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I started with accounting but now I use it for invoicing and time tracking. I can share with other users as well. Reports are easy to see and simple to use.

Pros

You don't need to be certified to use it! Unlike other accounting options :). It was easy to use, the reports were great and it helped for invoicing, time tracking and accounting.

Cons

They are still growing their integrations to work with other software and solutions so you can't connect with very many apps outside paypal, stripe, and wepay.

Review Source: Capterra
 

Brian from 4tell Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

This wasn't anything special - just an ordinary accounting software.

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Pros

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.

Cons

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.

Review Source: Capterra
 

Caitlin from AMAZING MARKETING LTD

April 2018

April 2018

I'm a ZipBooks Fangirl! I've tried several accounting options & they provide the best value!

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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.

Pros

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!

Cons

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.

Review Source: Capterra
 


March 2018

March 2018

Indispensable tool for managing the books of a small to medium business

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At tax time, my job is significantly easier!

Pros

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.

Cons

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.

Review Source: Capterra
 

Jack from Jack & Bean

March 2018

March 2018

A great invoicing and accounting solution for small agencies and freelancers

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A highly functional and easy-to-use platform for client invoicing and accounting.

Pros

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.

Cons

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.

Review Source: Capterra
 

Robin from Floof, LLC

March 2018

March 2018

Zipbooks makes it easy for me to manage accounting for my consulting business.

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Pros

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!

Cons

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.

Review Source: Capterra