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When you collect sales or other taxes, it’s good to know the amounts you’ve collected, so you can make sure you save that amount in your bank account, and pay those taxes when they’re due. Here’s how to view your taxes invoiced balance: Log in to ZipBooks and click on Reports at the top of […]

When you’re reconciling your bank account, it’s convenient to be able to confirm (or even delete) transactions all at once, to save a little bit of time. ZipBooks makes it easy! Here’s how to use the bulk confirm feature: Log in to ZipBooks and select Transactions from the menu. If desired, narrow your transactions list […]

Sometimes you’ll create invoices, estimates or recurring profiles that you’ll want to remove from your account because of mistakes, inactivity, or other reasons. ZipBooks makes it simple to remove things in bulk to save you time. Here’s how to delete multiple invoices: Log in to ZipBooks and select Invoices (or Estimates). Filter your results to […]

If you’ve been in business for some time, it’s possible that the number of invoices or estimates you’ve created is pretty big. ZipBooks makes it easy to narrow your search, so you can find exactly what you’re looking for. Here’s how to filter your invoices and estimates: Log in to ZipBooks and select Invoices (or […]

You probably know at least one fact about bookkeeping already: it’s boring. Also, DIY bookkeeping can be a little intimidating. Just be glad for computers. Bookkeepers used to hand write every transaction. They literally kept the books. Now, accounting software is a lot more forgiving of newbie mistakes than pen and paper. DIY bookkeeping today […]

A logo is much more than a flashy symbol or a fancy-looking name. Your logo is the physical representation of your brand identity. Like a flag or a coat of arms, it shows what’s important to your company, what sort of style you have, and what sort of ideas you are promoting along with your […]

You might be wondering what an article about writing a resignation letter is doing on a blog about accounting software. Well, the connection’s pretty clear if you think about it for a second. Let’s say you have a full-time job, but you also do work on the side. Well, at some point, that kind of […]

A cool feature that’s part of recurring billing is the ability to choose what you send to your customer every month. If the invoice is the same every time, chances are the customer may not need to see the invoice. Instead, you can send them a receipt when the customer pays the invoice, or when […]

Auto-bill is a super convenient way to collect money owed to you by your customers. When you set up a Recurring Profile on your ZipBooks account, you have the option to set that profile to auto-bill. That means that if the customer initially approves the recurring invoices, we’ll bill the customer and charge the credit […]

Dynamic variables are shortcuts that you can use within your ZipBooks email templates to personalize an email or text, while also helping you to save time. Use these variables in emails you send with invoices, estimates, and payment reminders, as well as on customer invoices that you set up through recurring profiles. ZipBooks recognizes a […]