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General journals and General ledgers are critical accounting documents. You may use them in your own business or your CPA may request them come tax-time.  Here’s how to view your General Journal: A General Journal is basically a list of every transaction you’ve recorded, and how it affects each category in your chart of accounts. […]

You won’t generally need to create a manual payment when a customer pays an invoice with a credit card or through PayPal. ZipBooks will automatically create that transaction in your account for you. When you set up ZipBooks to receive credit card payments via Square or another payment processor, these transactions will automatically sync with […]

We get this question a lot. That’s probably due to the business we’re in (accounting software, with a healthy dose of bookkeeping on the side). Either way, we talk about it all the time. What does a bookkeeper actually do? There are often other questions that go along with that one: are bookkeepers the same […]

With ZipBooks it’s easy to keep track of expenses that you’ll be passing on to your customers. Here’s how to create a report of billable expenses: Log in to ZipBooks and click on Reports. Under Expenses, select Billable Expenses. Customize the report by date, billing status, group or transaction type. If desired, click Export. Now you’ll […]

As a business owner, you may at times hire people to perform services for you, but they may not be actual employees. Those people are often called “contractors,” and at the end of the year, you’ll need to file 1099 forms to show the amount of money you paid each one. Here’s how to see […]

ZipBooks makes it easy for customers to pay their invoices online, so you get paid faster! However, when your customers pay an invoice by cash or check, you’ll need to record that payment manually in your account. Here’s how to record a manual payment: Log in to ZipBooks and select Invoices. Find the invoice you […]

Modern technology simplifies and streamlines staffing a small business, no matter where you are. You no longer need to the traditional full office with people typing away in cubicles. Skype, instant messaging, and webinars allow us to work from anywhere in the world, and still get the job done. But technology doesn’t just help you […]

Every business has bills to pay, and now ZipBooks makes it easy to keep track of those bills.  Here’s how to track bills: Log in to ZipBooks and click on Transactions at the top of the screen. Click on Bills in the menu on the left.  Click the round green ‘+’ button to add a new […]

When you sign up with ZipBooks, we’ll create a free public profile for your business. This listing will make you more accessible to new customers and your general business info, customer reviews, photos, etc.  Here’s how to turn on your public profile: Log in to ZipBooks and select More from the top menu.  Under Account, click Company. Under Public […]

A trial balance lists the credit or debit balance of each account in a company’s general ledger. It’s helpful in finding possible mistakes in the accounting process. ZipBooks makes it easy for you to prepare a trial balance. Here’s how: Log in to ZipBooks and click on Reports. Under Accounting and Tax, select Trial Balance.  Choose […]