Author: Megan Jensen


Thoughts on growing a business, raising money, getting the word out,
and increasing profits. Plus, ZipBooks news!

  • QuickBooks 2019: What to know and what to expect

    Posted 1 week ago in Small Business Tips
    by Megan Jensen

    ZipBooks is a cloud-based accounting software that helps you take your business to the next level. And while we’d love to have you in our family, we’re all about you getting an accounting and bookkeeping  product that’s best for your business. So, we try to help you get the answers you need about things that […]

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  • Xero vs. QuickBooks: Online Accounting Showdown

    Posted 3 weeks ago in Small Business Tips
    by Megan Jensen

    Ok, here’s the deal: There are many business accounting and billing products out there, and, sure, we’d love for you to check out ZipBooks. But we want you to find what’s best for your business. We’re here to help! So, here’s an honest review of two of our competitors, their major features and pricing, and […]

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  • 8 steps to setting up a food truck

    Posted 1 month ago in Small Business Tips
    by Megan Jensen

    Maybe you’ve thought of opening a restaurant, but don’t have enough capital to start with a brick-and-mortar storefront. A food truck could be a good alternative. Lower overhead, the ability to move locations if a certain place doesn’t generate enough revenue, and no need to pay wait staff or dishwashers.  While it may not be […]

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  • 10 Careers for INTJ People

    Posted 2 months ago in Random reads
    by Megan Jensen

    People. We’re all different, and that’s a good thing! What fun would this world be if we were all carbon copies of our neighbors? No fun at all! Being different from each other means that we have different characteristics, different strengths and weaknesses, different things we each excel (or don’t excel) at, and different talents […]

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  • How do I bill a customer automatically every month?

    Posted 4 months ago in
    by Megan Jensen

    As a business owner, you’ll often have repeat customers that you’ll bill every month. ZipBooks cuts out the need for repetitive tasks by letting you send invoices to those customers automatically. You can even bill their credit cards automatically! Use the following links to set up a new recurring profile, or create a recurring profile […]

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  • How do I collect feedback from my customers

    Posted 4 months ago in
    by Megan Jensen

    ZipBooks is always here to help you run your business smarter and more effectively. That’s why we make it easy for you to gather feedback from your customers regarding how they feel about the products or services that you offer. Here’s how: Log in to ZipBooks and click on your company name in the top […]

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  • How do I export transactions?

    Posted 4 months ago in
    by Megan Jensen

    If you ever need to save or print out a list of your transactions, ZipBooks makes it easy! Here’s how: Log in to ZipBooks and click on Reports at the top of the screen. In the Accounting and Tax section, click on General Journal.  Filter your list of transactions to include only what you need […]

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  • How do I change the bank account my customers’ payments are deposited to?

    Posted 4 months ago in
    by Megan Jensen

    When you allow your customers to pay their invoices by credit card, you provide ZipBooks the information for the bank account you want that money to go to. If you’d like to change which bank or account your payments are deposited to, contact us. We’ll get it switched over for you.

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  • How do I change a category that ZipBooks auto-categorized?

    Posted 4 months ago in
    by Megan Jensen

    ZipBooks saves you time by auto-categorizing your transactions. But if ZipBooks makes a mistake, it’s easy to correct. And you’ll be teaching ZipBooks more about your habits in the process! Here’s how: Log in to ZipBooks and click on Transactions at the top of the screen. Find a transaction that ZipBooks has auto-categorized and click […]

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  • How do I create a general journal?

    Posted 4 months ago in
    by Megan Jensen

    A General Journal is basically a list of every transaction you’ve recorded, and how it affects each category in your chart of accounts. Here’s how to view yours: Log in to ZipBooks and click on Reports at the top of the screen. In the Accounting and Tax section, click on General Journal.  Add Tags to […]

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