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At ZipBooks, we know that saving time is critical for busy business owners. That’s why we set up your account to do certain things automatically. Like when it comes to invoices and estimates. There are certain things you need to put on every one, and that information might be the same every time. So we’ve […]

ZipBooks helps you to create a professional company image, including beautiful invoices, estimates, and reports. You can customize your design with your own logo and colors. The accent color you choose for your account will be the color that appears in the top and bottom bars on your invoices and estimates. You’ll want this to […]

When you set up a recurring profile, you may have times that you need to put it on hold, to keep invoices from being sent automatically. Here’s how: Log in to ZipBooks and click on Invoices at the top of the screen. Click on Recurring Profiles in the menu on the left. Find the profile […]

If you’re a driver for Uber, Lyft, or some other ridesharing service, you may not be aware that you’re considered an independent contractor, or in other words, self-employed. Lawsuits are pending in some states that contend that you should be treated like an employee but until that is all sorted out, for tax purposes, you’ll […]

If you use contract employees (also known as independent contractors, freelancers, or self-employed workers), you know you have to issue them a 1099-MISC if you pay them over $600 in a year. But what’s this new thing called a 1099-K, and what does it have to do with your business? In other words, what’s the […]

Taxes can get all kinds of complicated. You have to fill out a series of forms that you don’t understand and then the IRS penalizes you when it’s not done properly. There’s no reason to make things harder than they need to be. So, let’s break down the Schedule K-1 form together. Very basically, a […]

If this is your first year in business, you are about to experience filing taxes as a business owner. This can either be a complete pain or a piece of cake, depending on how savvy you are when it comes to taxes and deductions. When you’re a regular employee, you receive a W-2 form that […]

ZipBooks lets you automatically pull in transactions from your bank account, but you will need to go through and categorize them properly. When you have several transactions to designate to a certain category, you can do them all at once Here’s how: Log in to ZipBooks and select Transactions from the menu. If applicable, filter […]

ZipBooks gives you the option to archive invoices that you no longer want to see in your invoice list. However, those invoices will still be included in any reports that pertain to them. If you don’t want your archived invoices to reflect in your reporting, you’ll need to delete them.

When you run a business, your invoice list may get really long and hard to sort through. ZipBooks gives you the option of archiving any invoices that you no longer need to see in your invoice list. Here’s how to archive: Log in to ZipBooks and select Invoices. Find the invoice you’d like to archive […]