Author: admin

If you connect your bank account to ZipBooks, all your transactions will be imported automatically. We’ll automatically classify those transactions as an Expense (shown in red), Deposit (shown in green), or Transfer (shown in blue). When you spend money that isn’t automatically entered into your ZipBooks account, you can manually add those transactions easily and […]

When you make sales that aren’t automatically entered into your ZipBooks account, you can add them in a snap. Here’s how: Sign in to ZipBooks and click on Transactions at the top of your screen. Click on the round green ‘+’ button above the top right corner of the list. Four buttons will appear. Click […]

DISCLAIMER: This article uses basic math. If math makes you break out in a rash, proceed with caution. In 1961, John Little made a big splash in queueing theory with his self-titled Little’s Law. Queueing theory is the mathematical study of waiting lines, or queues. Consultants and researchers use queueing theory to predict queue lengths […]

We’re popping up to let you know about a few new things that have hit your ZipBooks account! New Transaction Popouts

So, you’ve decided to pick up some freelance jobs so you can work from home and be your own boss. Getting started freelancing can be pretty tricky, whether it’s a side hustle or full-time job. Where do you begin? Luckily, here at ZipBooks, we get it. We’ve been there, and we’re here to give you […]

ZipBooks gives you a way to group your transactions together, even if you don’t want to link a checking or savings account. Here’s how to manually create a bank account category: Sign in to ZipBooks and select Transactions from the menu; then click Categories. A list of all your standard and custom categories will appear. Click […]

When you’ve got a business, the point is to get paid, right? There are all sorts of different ways to receive payments these days, some more efficient than others. Would you rather wait for a check in the mail, or receive an electronic deposit right to your bank account? Seems like a no-brainer! Here’s some […]

The average person doesn’t usually include shipping rates as a regular, consistent category in the budget. But you aren’t the average person—you’re a proud small business owner—which means you are shipping a considerable number of packages weekly. But you’re also not getting the bulk shipping discounts like some bigger businesses that ship hundreds of packages […]

When you’re running a business, you’ll have invoices, bills from vendors, transactions, and all sorts of other records to keep track of. ZipBooks makes it easy to quickly find what you’re looking for, with minimal clicking around. Here’s how: Sign in to ZipBooks and find the Search bar to the right of the ZipBooks logo, […]

When you have a long list of projects or tasks, ZipBooks makes it easy to narrow down the list, to more easily find the ones you’re looking for. Here’s how to filter and sort projects: Sign in to ZipBooks and click on Tracking in the box on the left. Click on Projects. Use the drop […]