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As a business owner, you record lots of different kinds of transactions. ZipBooks makes it easy to find exactly what you need to see within your account. Here’s how: Log in to ZipBooks and select Transactions from the menu. A list of all of your transactions will appear, sorted by date, with the most recent […]

ZipBooks lets you see when your invoices have been sent, viewed, and paid right from the list view. To see the status of an invoice: Log into ZipBooks and click on Invoices at the top of your screen. A list of your invoices will appear. You’ll see the status of the invoice at the middle […]

ZipBooks is pleased to announce the launch of personalized machine learning to make accounting simpler for ZipBooks subscribers. This enhanced experience will automate simple accounting tasks, beginning with categorizing transactions. Based on a limited trial rollout, a spokesperson for ZipBooks noted that auto-categorization saved business owners an average of 1.7 hours each month on bookkeeping, […]

The ZipBooks Scholarship Program (ZSP) is now accepting applications! The ZSP supports development of promising students enrolled in higher education, and seeks to supplement career exploration independently with a scholarship of $1000 per student. Who should apply? ZSP applicants should have a track record of academic success. The ZSP eligibility conditions are structured to encourage applicants who may be […]

Happy October ZipBookers! We’ve been working hard to create a smarter experience—something that will save you time and help the bookkeeping process go more smoothly. The more you work in the application, the more ZipBooks learns about your habits, the way you record transactions, and how you categorize each entry. We then combine your work […]

A 1099 expense is an amount you pay to someone who works for you as a contractor. If they make more than $600/year, then you’ll need to send them a Form 1099 at tax time. ZipBooks makes it easy to keep track of these expenses. Here’s how to mark a transaction as a 1099 expense: […]

Keeping receipts is necessary for a business owner. But paperwork can be messy and space-consuming. ZipBooks gives you an easy way to keep your records, without the mess. Here’s how: Log in to ZipBooks and select Transactions from the menu. Find the transaction you need and click on it or create a new transaction. From the transaction […]

ZipBooks lets you connect your bank account so that your transactions are automatically imported into your account. If for any reason that’s not an option, you can still import your transactions so that you don’t need to enter them all manually. Here’s how to import transactions: Log in to ZipBooks and click on Transactions at […]

With ZipBooks, it’s a snap to view information about each of your customers, and the level of sales each of them are bringing in. Here’s how to create sales summaries by customer: Log in to ZipBooks and click on Reports. Under Sales, select Sales Summary In the Tags field, enter the name of the contact you’d like […]

ZipBooks time tracking is convenient and helps you make sure you’re paid for the hours you spend. But sometimes, you may forget to turn the tracker on or off, resulting in too little, or too much time tracked. ZipBooks makes it easy to manually adjust time entries, or add new ones. How to add a […]