Author: admin

Sometimes you’ll need to send a report to a client for verification or record-keeping purposes. When you export with ZipBooks, we’ll automatically save that report to Documents so both you and your client can access them. You can also choose to send reports via text message so they’ll see it right away. To send a […]

Moving client data from QBO to ZipBooks only takes a few minutes. How to migrate data from QBO to ZipBooks: From ZipBooks Accountant, click Clients Find the client you’re looking for and click the three dots to the right Select Migrate data. The Import Transactions window will open. If there are any transactions in already […]

When you have documents that are relevant to client accounts—contracts, receipts, tax forms, etc—ZipBooks makes it easy to manage them. You can securely send files straight to your client’s Documents section for easy access. How to send a file to a client’s account: From ZipBooks Accountant, click Clients. Find the client you’re looking for and […]

ZipBooks Accountant allows you to invite your team to ZipBooks, assign them permissions, and add them to client accounts. If you’re not on a ZipBooks Accountant plan, you can still add team members–learn how here.   How to add a new team member: From ZipBooks Accountant open the More menu and select Team. Click the green […]

Got a new client? Good for you! It only takes a few clicks to add them to ZipBooks. Here’s how to add a new client to ZipBooks: From ZipBooks Accountant, click Clients. Click the green + button at the top of your client list.  The Add client window will open. Fill in your new client’s contact […]

Your Clients menu is a central place to manage contacts, licenses, account updates, and more. How to manage clients in ZipBooks Accountant: From ZipBooks Accountant, click Clients to see your client list Filter client list by Status “Active” or “Inactive” license Click on Client name to view client profile/details. From here, you can view or […]

Sooner or later, most small business owners begin to feel the strain that comes with increased growth. Often, this strain comes from a lack of resources, whether that’s time, money, or people. Sound familiar? The solution to these growing pains is most often found internally through the adoption of software in order to improve efficiency […]

With all the time and effort that goes into keeping your books, you may want to seal off some records so they can’t be touched.  ZipBooks is a continuous system, so you don’t actually need to “close out” your fiscal year. You can run a report on any time period you like, it’s easy enough […]

If you’re using a credit card as part of your business, you can add a category to your books to help you track expense transactions.  Here’s how to connect a credit card through your bank account: Log in to ZipBooks and select Transactions from the menu. Then, click on Manage Banks. Click on the round green […]

Disclaimer: This post only applies to estimated quarterly taxes for Federal income tax filing. Depending on where you live, you may have to file quarterly state taxes as well.   When you’re an employee, it’s normal to have money withheld from your paycheck for taxes, retirement funds and insurance. When you’re self-employed, or if you […]