About ZipBooks

ZipBooks is a cloud-based accounting and payment processing solution designed for small businesses and accountants. ZipBooks allows users to create customized invoices with logos, themes and messages. The online bookkeeping functionality of the software includes accounts receivable and bank reconciliation. With the help of bank integration, the system automatically imports transactions and generates real-time reports of company expenses. ZipBooks offers project management tools that allow users to create tasks, assign them to team members and track performance with a built-in time-tracker. ZipBooks Accountants can text their clients directly from the app for streamlined communication and reconciliation. ZipBooks Starter plan is completely free. Add-ons include payroll integration, reputation management and bookkeeping services.
What is ZipBooks?

ZipBooks is a free online accounting and invoicing software with bank connections, expense management, time tracking and team management functionality.


How do I use ZipBooks?

Log in through the ZipBooks website and connect your Square, PayPal or Stripe account to sync transactions and allow customers to pay their invoices. Then you can create and send invoices, manage bank reconciliations, track billable time and generate financial reports.


Who uses ZipBooks?

ZipBooks is used by individuals and teams in small to medium-sized businesses to manage invoicing and accounting, and by accountants to manage clients and track time across different client accounts.


How much does ZipBooks cost?

ZipBooks is available as a free Starter app for sending invoices and managing an unlimited number of customers and vendors, but also offers 2 paid team plans which are billed monthly. The Smarter plan costs $15/month and allows the addition of up to 5 team members, plus time tracking, invoice scheduling and automated reminders. The Sophisticated plan costs $35/month for unlimited team members, secure document sharing, customizable accounting categories and multi-account reconciliation. Custom pricing is available for Accountants on request from ZipBooks.


Does ZipBooks have an app?

No, ZipBooks does not have a mobile app, however it does offer a mobile-optimized browser experience.


ZipBooks Software - ZipBooks Dashboard
ZipBooks Software - ZipBooks Transactions
ZipBooks Software - ZipBooks Invoicing
ZipBooks Software - ZipBooks Accountant Messages
ZipBooks Software - ZipBooks Dashboard - thumbnail
ZipBooks Software - ZipBooks Transactions - thumbnail
ZipBooks Software - ZipBooks Invoicing - thumbnail
ZipBooks Software - ZipBooks Accountant Messages - thumbnail

ZipBooks pricing

ZipBooks has a free version and offers a free trial.

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

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ZipBooks Reviews

Feature rating

Value for Money
4.5
Functionality
4
Ease of Use
4.5
Customer Support
4.5
5 reviews of 94 View all reviews
Caitlin J.
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 11/04/2018

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

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
  • Industry: Aviation & Aerospace
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 04/09/2019

User-friendly software underpinned by prompt, professional support

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!

Replied 06/09/2019
Susan B.
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
1
Ease of Use
4
Customer Support
5

2
Reviewed on 05/01/2017

ZipBooks - Perfect for a Hobby turned Small Business!

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.
  • Industry: Consumer Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
2
Customer Support
4

4
Reviewed on 29/07/2021

Good if you can connect to your bank!

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
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
0

5
Reviewed on 24/10/2019

The best app a small business owner could use

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

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