Author: Rachel Cottam


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

  • How to write an invoice–everything you need to know

    Posted 1 day ago in Small Business Tips
    by Rachel Cottam

    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 […]

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  • How do I connect my PayPal account?

    Posted 6 days ago in
    by Rachel Cottam

    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 […]

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  • How do I connect my Stripe account?

    Posted 6 days ago in
    by Rachel Cottam

    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 […]

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  • How do I connect my WePay account?

    Posted 6 days ago in
    by Rachel Cottam

     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 […]

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  • How do I split a transaction?

    Posted 1 week ago in
    by Rachel Cottam

    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 […]

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  • What is a contact in ZipBooks?

    Posted 1 week ago in
    by Rachel Cottam

    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 […]

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  • How do I assign a project to multiple clients?

    Posted 1 week ago in
    by Rachel Cottam

    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 […]

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  • How do I mark employee time as billed or paid?

    Posted 1 week ago in
    by Rachel Cottam

    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 & […]

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  • Top 10 1099 Tax Deductions

    Posted 2 weeks ago in Taxes
    by Rachel Cottam

    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 […]

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  • How do I delete a bank account?

    Posted 2 weeks ago in
    by Rachel Cottam

    ZipBooks allows you to manage all of your finances in one place, so our goal is to be thorough. Sometimes our software will pull in every account from your bank connection, even if you only want to monitor your business accounts. Don’t worry, it’s easy to remove the irrelevant transactions from ZipBooks. For example, if […]

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