Author: admin

When a customer pays only a portion of an invoice total, ZipBooks gives you an easy way to keep track, so you know what is still owed. Here’s how to record a partial payment: Log in to ZipBooks and select Invoices. Find the invoice that you received a payment for and click on it. Click […]

You may have heard the phrase blockchain before, but we’re going to try to explain what it means so that small business owners that aren’t cryptocurrency gurus can keep up. Blockchain is basically a digital ledger for bitcoin transactions. But what’s a bitcoin?  Bitcoin is a brand name (think Kleenex or Band-Aid) that has become […]

ZipBooks lets you tag your transactions so that you can easily generate reports based on those tags. What are Tags? ZipBooks tags help you keep track of transactions by grouping them by any number of variables. Tags are automatically created in your account for things like customers, vendors, invoices, and team members. You can create custom […]

A billable expense is one that is incurred on behalf of a customer, that you expect to be reimbursed for. Also may be called oncharging, or pass-through costs. For example: If you’re a painter, the paint and tape you buy would be billable expenses, but the equipment you use (ladders, dropcloths, etc.) may not be […]

When you have billable expenses, ZipBooks makes it easy to add them to a customer’s invoice, so you’re sure to keep track of every penny you’re owed. When you set up a Recurring Invoice, unbilled time and expenses are automatically imported. Here’s how to add billable expenses to regular invoices: Sign in to ZipBooks and […]

When you conduct a business that results in repeated identical invoices, it’s nice to not have to recreate them every time. ZipBooks gives you an easy way to replicate invoices without spending the time adding each detail. Here’s how to duplicate invoices: Log in to ZipBooks and click on Invoices at the top of your […]

When a customer has paid an invoice with a credit card, you can simply click the Refund button on the invoice (under Invoice History). If the customer used a different payment method, the easiest way is to add a credit to the invoice, so that the invoice amount is not showing as due anymore. Here’s […]

ZipBooks gives you the convenience of linking your bank to your ZipBooks account, in order to automatically pull your transactions over. But when you have a business, it’s a good bet that you have more than one bank account. So, we give you options to fit your needs. One bank account If you’ve only got […]

It’s common for business owners to use multiple bank accounts to keep track of all their transactions. ZipBooks gives you an easy way to keep track of where you’re moving your money. Pro Tip: Some novice accountants will confuse account transfers (i.e. paying off a credit card or depositing money from savings into checking) with […]

The double entry accounting system is based on debits and credits to categories in your chart of accounts. When you enter a transaction into your ZipBooks account, you generally don’t see the actual debits and credits. But the Advanced View in ZipBooks gives you the chance to specify exactly which accounts are debited and credited […]