About ZipBooks

ZipBooks is a cloud-based accounting software which offers core accounting, financial reporting, online invoicing, expense tracking, credit card processing, and more. The platform aims to meet the accounting and bookkeeping needs of small and medium-sized businesses and bookkeeping firms.

Designed to simplify accounting, ZipBooks provides users with a single transactions interface, intuitive reporting, and automatic categorization of transactions. US and Canadian bank accounts can be linked to the software, enabling the automatic import of transactions and reducing both users' workload and the potential for error. A default chart of accounts is generated automatically, and users can create additional custom accounts to suit their business. Project accounting tools allow users to tag payments, expenses, and other transactions with the related project name, and automatically import tracked time to designated project invoices.

ZipBooks's billing and invoicing systems allows users to create personalized emails and invoices with custom themes, logos and messages. Billable expenses can be marked for automatic addition to customer invoices, and time can be tracked for multiple team members. Payments can be processed directly from customer invoices through ZipBooks's integrated credit card processing, or through PayPal. Users can also create estimates and convert these into invoices once approved by customers. ZipBooks is compatible with multiple currencies, supports recurring billing, and can automatically remind customers that payments are due.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Key benefits of ZipBooks

• ZipBooks lets users create tasks, assign them to team members, and track their performance using a real-time dashboard.

• User can keep exact and accurate records of working time and expenses so that everyone gets paid for every billable minute.

• Business rankings can be monitored across Google Search and Maps, Bing, Yelp, and more, and customers can be invited via email or SMS to leave reviews.

• The system automatically extracts transactions to generate real-time summaries of business expenses.

• ZipBooks enables the personalization of emails and invoices with themes, logos and messages.

• ZipBooks Accountants can text clients directly from the app for streamlined communication and dead-simple reconciliation.

Devices

Business size

S M L

Markets

Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

ZipBooks Software - Financial performance metrics can be tracked through the dashboard
ZipBooks Software - Users can customize invoices with their company's branding, and track payment status
ZipBooks Software - Accountants can text clients from their dashboard and reconcile transactions right away
ZipBooks Software - Time for multiple team members can be tracked and billed to projects in ZipBooks
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ZipBooks video
ZipBooks Software - Financial performance metrics can be tracked through the dashboard ZipBooks Software - Users can customize invoices with their company's branding, and track payment status ZipBooks Software - Accountants can text clients from their dashboard and reconcile transactions right away ZipBooks Software - Time for multiple team members can be tracked and billed to projects in ZipBooks

Features

Total features of ZipBooks: 75

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Approval Process Control
  • Automatic Billing
  • Automatic Time Capture
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Bookkeeping Services Integration
  • Budgeting/Forecasting
  • CPA Firms
  • Cash Management
  • Categorisation/Grouping
  • Check Processing
  • Collaboration Tools
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customisable Branding
  • Customisable Invoices
  • Customisable Reports
  • Data Import/Export
  • Discount Management
  • Document Management
  • Document Storage
  • Employee Database
  • Estimating
  • Expense Tracking
  • Financial Reporting
  • For Government
  • Fund Accounting
  • General Ledger
  • Hourly Billing
  • Income & Balance Sheet
  • Inventory Management
  • Invoice History
  • Invoice Management
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Monitoring
  • Multi-Currency
  • Multiple Billing Rates
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Online Time Tracking Software
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Time Tracking
  • Purchase Order Management
  • Quotes/Estimates
  • Receipt Management
  • Receivables Ledger
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Time & Expense Tracking
  • Transaction History
  • Vendor Management
  • Workflow Management

Alternatives

Quickbooks Online

4.3
#1 Alternative to ZipBooks
QuickBooks Online is a complete small business accounting solution which allows users to manage all their financial...

Zoho Books

4.4
#2 Alternative to ZipBooks
Zoho Books is an online accounting software designed to streamline back office operations, automate workflows, and...

Sage Business Cloud Accounting

4.1
#3 Alternative to ZipBooks
Sage | Accounting helps make managing your small business easier, with features to help you manage your cashflow and...

QuickBooks Desktop Enterprise

4.5
#4 Alternative to ZipBooks
QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access...

Reviews

Overall rating

4.5 /5
(96)
Value for Money
4.5/5
Features
4.2/5
Ease of Use
4.6/5
Customer Support
4.6/5

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Showing 5 reviews of 96
Caitlin J. Caitlin J.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 11/04/2018

I've been able to spend less time on my accounting. I don't have to create reports, ZipBooks does...

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.

Verified Reviewer
Overall rating
  • Industry: Aviation & Aerospace
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

User-friendly software underpinned by prompt, professional support

Reviewed on 04/09/2019

Our overall experience has been positive. Thus far, we have not encountered any problems.

Our overall experience has been positive. Thus far, we have not encountered any problems.

Pros

1.The software is easier to use than it even appears.
This makes it simpler for non-finance people who may find themselves required to attend to such matters e.g. Start-ups, local SME's and EME's etc.

2. The support team are atypically, prompt and efficient. In our experience with online support from other service providers, there is more often than not a delay in responding, be it short or long. In some instances, the support staff have not had the expertise to offer guidance or solve elementary problems. The ZipBooks team is impressively swift and knowledgeable.

Cons

Initially, it appeared that functions such as customer month end statements and a few others could not be generated.

After one or two chats with online support and the discovery of the numerous, yet concise, online documents, I realised that such functions are, indeed, included.

Not only that, but also that the majority of questions are very likely covered and one can solve one's own queries if one looks for the relevant document.

Perhaps it would be useful to users if this was highlighted or flagged and doing so may reduce the enquiries that your online support team have to attend to.

Response from ZipBooks

Thanks so much--happy to help!

Susan B. Susan B.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

ZipBooks - Perfect for a Hobby turned Small Business!

Reviewed on 05/01/2017

The ZipBooks staff have been very responsive and willing to help. The software is free to use,...

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.

Michael A. Michael A.
Overall rating
  • Industry: Consumer Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Good if you can connect to your bank!

Reviewed on 29/07/2021

I connected with their customer support and they were willing to try to resolve the issue but they...

I connected with their customer support and they were willing to try to resolve the issue but they were not sure if they could work with the .bank website connection. Very disappointed as I had spent so much time with the software. I could have done manual reconciliation, but I was doing that before the software! That's why I got the software!
If it works for you, it is basic and very functional. Sad it did not work out.

Pros

It is easy to use and pretty intuitive. Not too difficult to learn and deploy. Was impressed that was able to get up and running quickly with little accounting background!

Cons

My bank had gone through a change where they went from a .com to a .bank and I was not able to change the bank information for automatic reconciliation.

Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

The best app a small business owner could use

Reviewed on 24/10/2019

Highly recommend – beautiful, easy to use, full-featured, and more affordable than any of its...

Highly recommend – beautiful, easy to use, full-featured, and more affordable than any of its nearest competitors.

Pros

ZipBooks is the most affordable, feature rich accounting software I've ever used. It allows me to accomplish everything I need, from sending expenses, to tracking time and expenses, to invoicing. I've used other software and it either didn't include time tracking or it was too expensive for my small business.

Their web app is also incredibly easy to use and is design very well. It's all organized in a way that makes sense and the charts/reports are beautiful.

Cons

The biggest issue I have with ZipBooks is their mobile app. I'm running it on my iPhone and it seems like it's just a web-app published in a shell, storing no local information. It's difficult to track time or send invoices that haven't been saved as a draft. Sent invoices also display in reverse order – with the cache clearing every time I open the app.

If they built a full-featured, native app I think ZipBooks would be perfect.

Alternatives Considered

Quickbooks Online

Reasons for Choosing ZipBooks

Freshbooks charges per client, and I wasn't going to double my monthly payments to them just because my business added one more client.

Switched From

FreshBooks

Reasons for Switching to ZipBooks

Time tracking
Showing 5 reviews of 96 Read all reviews

ZipBooks FAQs

Below are some frequently asked questions for ZipBooks.

ZipBooks offers the following pricing plans:

  • Pricing model: Free Version, Subscription
  • Free Trial: Available

30-day free trial (no credit card required) Starter: free Smarter: $15/month Sophisticated: $35/month Accountant: Custom pricing

ZipBooks has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

ZipBooks supports the following languages:

English

ZipBooks supports the following devices:

iPhone (Mobile), iPad (Mobile)

ZipBooks integrates with the following applications:

Asana, Google Drive, Google Workspace, PayPal, Slack, Spiceworks

ZipBooks offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

See all software categories found for ZipBooks.