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Invoicing doesn’t have to be stressful, it can actually be pretty simple–as long as you know how to write an invoice correctly. What is an invoice? An invoice is a business document detailing a transaction and requesting a payment. Invoices may also be called “bills,” “statements,” or “sales invoices.” Invoices include important details like what […]

PayPal is a global payment processor that syncs automatically with your ZipBooks invoices and bookkeeping records.  In order to connect your PayPal account, follow these steps:     From ZipBooks, select More from the Top Menu Bar Under Account, select Payments Under PayPal, select Connect Now A window will slide in from the right called “Integration Preferences.” Enter the email […]

Stripe is a global payment processor that syncs automatically with your ZipBooks invoices and bookkeeping records.  In order to connect your Stripe account, follow these steps:     From ZipBooks, select More from the Top Menu Bar Under Account, select Payments Under Stripe, select Connect Now You’ll be redirected to Stripe’s website. Click Sign in (or create an account) and […]

 WePay is a global payment processor that syncs automatically with your ZipBooks invoices and bookkeeping records.  In order to connect your WePay account, follow these steps:     From ZipBooks, select More from the Top Menu Bar Under Account, select Payments Under WePay, select Connect Now You’ll be redirected to WePay’s website. Enter your login information and click Grant Access to […]

Sometimes when you’re managing payments in ZipBooks, you need to split a transaction to apply it to different bills, customers or invoices. You can split a transaction as many times as you need and apply it to multiple tags and contacts. Here’s how. How to split a transaction: Select Transactions Click the transaction you want […]

A contact is any person or company you want to keep track of for any reason.   Contacts become “Clients” when they pay you in ZipBooks; they become “Vendors” when you pay them in ZipBooks. When you select Contacts from the Menu in ZipBooks, it will show you a list of All contacts (regardless of who has […]

As a small business owner, you may be working on client-specific projects or projects that can apply to any number of clients. To simplify time-tracking, ZipBooks lets you choose whether you want to assign a project to a single client or multiple.  From your ZipBooks dashboard: Click Tracking Then Projects Click the green ‘+’ button to […]

When it comes to pay day, there’s little room for error. It’s critical for you and your employees to know when hours have been billed or paid. ZipBooks makes it easy to manage and monitor employee time.  To mark time entries as paid: From your ZipBooks dashboard, click Tracking from the left menu Click Time & […]

If you have recently become self-employed, chances are you’re pretty nervous about handling tax season as a single-person business. Fortunately, while self-employment makes taxes a little trickier, it can also offer a few perks, like the chance to deduct everyday business expenses from your taxable income. One business expense you may be forgetting that could […]

Figuring out your tax liability for income reported on your 1099 forms can get pretty complicated.  The tax rate for 1099 income is twice the rate of W2 income because employers are required by law to automatically withhold income tax from their employees’ paychecks. However, as a freelancer or independent contractor, you are your own […]