Author: Rachel Cottam


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

  • How to get started in freelance digital marketing (and rock at it)

    Posted 3 days ago in Small Business Tips
    by Rachel Cottam

    The 9 to 5 is a thing of the past. Odds are, you stumbled across this article because you’re dissatisfied with toxic company culture. Or you want more freedom to travel. Or you’d like to choose your clients. Or maybe you’re just tired of listening to Craig slurp down his yogurt everyday.  Whatever the reason—take […]

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  • Introducing payroll and benefits management with Gusto

    Posted 3 weeks ago in ZipBooks Updates
    by Rachel Cottam

    Chocolate and peanut butter may be good on their own, but they’re irresistible together. Connecting accounting and payroll means dead-simple reconciliation and consolidated journal entries—a delicious combination.  That’s why we’re making Gusto our preferred partner for small business payroll. We’ve seen a lot of payroll solutions—the good, the bad and the costly—and we’re confident in […]

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  • Free QuickBooks for Nonprofits

    Posted 4 weeks ago in Small Business Tips
    by Rachel Cottam

    Nonprofits thrive when passion is at the helm. If you want to give back as much as you can (and continue to impress donors and investors), you need to keep your expenses low—and that includes the cost of your accounting software. While some accounting software companies offer discounts to nonprofit organizations, Intuit charges full price […]

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  • Voice search optimization: Myth vs Reality

    Posted 1 month ago in Small Business Tips
    by Rachel Cottam

    Comscore predicts that by 2020, more than half of all searches will be performed by voice. The popularity of voice assistants is only growing, which means that SEO trends are shifting. Some would go so far as to say that voice search optimization (VSO) is replacing traditional search engine optimization. While this is a bit […]

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  • What is Corporate Accounting and how does it compare to Public Accounting?

    Posted 2 months ago in Accountant Insights
    by Rachel Cottam

    Whether you’re starting out in your accounting career, looking to transition between fields, or just plain curious, it’s important to define corporate accounting and know how it differs from a career in public accounting. What is corporate accounting? Accountants who work in the corporate or private sphere are employed by non-accounting companies rather than accounting […]

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  • How do I import my chart of accounts?

    Posted 3 months ago in
    by Rachel Cottam

    If you’re migrating data from old client accounts or would like to use a previous chart account template, you can save time by importing. How to import your chart of accounts: From the Transactions menu, select Categories In the top right, click Import An Import Categories window will open from the right. Download our CSV […]

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  • How do I show category codes in my chart of accounts?

    Posted 3 months ago in
    by Rachel Cottam

    Accountants often used category codes or account IDs in order to simplify the organization of their chart of accounts. Each line item in your Chart of Accounts is called a Category, and you can choose whether or not you want to show numbered codes in addition to category names. It’s easy to set up! Open […]

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  • How do I add my logo to client accounts?

    Posted 3 months ago in
    by Rachel Cottam

    Uploading your company logo allows you to put custom images on invoices and co-brand your practice through ZipBooks. How to upload your logo: From ZipBooks Accountant, open the More menu and select Company. Under the Info tab, upload your logo into the box. How to co-brand and display your logo on client accounts: From your […]

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  • How do I send reports to clients?

    Posted 3 months ago in
    by Rachel Cottam

    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 […]

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  • How do I migrate data from QuickBooks Online to ZipBooks?

    Posted 3 months ago in
    by Rachel Cottam

    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 […]

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