Author: Rachel Cottam


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

  • QuickBooks Online Pricing: What does it really cost?

    Posted 14 hours ago in Small Business Tips
    by Rachel Cottam

    QuickBooks is by far the most recognizable name in the accounting software space.  QuickBooks Online (QBO) is a cloud-based alternative to QuickBooks Desktop.  The mobility of the platform is appealing to many users, despite frequent complaints of bugs and poor customer support.   At a glance, the pricing seems more reasonable than the Desktop version […]

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  • Does ZipBooks follow review regulations? (HIPAA, FTC, etc.)

    Posted 5 days ago in
    by Rachel Cottam

    We have built our software to fully honor FTC and third-party regulations.   Is ZipBooks HIPAA compliant? Yes! ZipBooks is PCI DSS 3.1 compliant and has all the necessary infrastructure security in alignment with HIPAA. There are additional steps you should take as a healthcare provider to remain HIPAA compliant and protect patient privacy. When […]

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  • How do I import a contact list?

    Posted 5 days ago in
    by Rachel Cottam

    We send reviews via text and email, so it’s important to have current customer contact information stored in ZipBooks.  If you’re already invoicing with our software, you likely have updated phone numbers and emails already available to you.  If, however, you want to import more client information for review collection, it’s easy to do. Import […]

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  • How do I set up Keywords and Rankings?

    Posted 5 days ago in
    by Rachel Cottam

    Adding keywords to the Rankings section in ZipBooks allows you to quickly see how your website ranks in local Google searches. Once you enter keyword searches that are relevant to your business, ZipBooks will track those keywords on Google and show you where your website currently ranks—whether you are the first or forty-seventh.  Add all […]

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  • How do I set my review invitations to send automatically?

    Posted 5 days ago in
    by Rachel Cottam

    Want to put your business growth on auto-pilot?  ZipBooks can send review invitations to your best customers automatically.  Setting review invites to send after payment will improve customer response rates and get you more reviews without even having to think about it. Here’s how: From the ZipBooks Growth menu, click “Settings” Select “Automated invitation settings” […]

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  • How do I send a review invitation to my customer?

    Posted 5 days ago in
    by Rachel Cottam

    ZipBooks makes sending review invitations to your customers simple.  If you’re receiving payment through a ZipBooks Merchant or Square account, you can update your settings to send invites to customers automatically. If you want to hand-pick which customers should receive invites, you can manage that under “Invitations.” Here’s how: From the ZipBooks Growth menu, click […]

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  • How do I set my review invitation preferences?

    Posted 5 days ago in
    by Rachel Cottam

    Setting review invites to send automatically will save you time and put your business growth on auto-pilot.  You can manage all of your invitation preferences through your Growth dashboard. Here’s how: From the ZipBooks Growth menu, click “Settings” Select “Review invitation setup,” “Automated invitation settings” or “Google My Business” from the top menu bar Review […]

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  • How do I edit the body of my email and text review invitations?

    Posted 5 days ago in
    by Rachel Cottam

    Sending a personalized invitation message is the best way to increase the likelihood of getting reviews from your customers. Writing texts and emails that are customized to match your tone and brand will improve your chances of receiving customer reviews. Setup is easy: From the ZipBooks Growth menu, click “Settings” Under “Review invitation setup,” find […]

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  • How do I manage my business listings?

    Posted 5 days ago in
    by Rachel Cottam

    ZipBooks creates and updates business listings for you across 60+ sites such as Foursquare, Yellow Pages and Angie’s List.  Maintaining current and accurate listings helps you to be more visible to your customers and rank higher in Google searches. Listings typically depend on a searchable physical location—not just a P.O. Box.  You can create and […]

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  • How do I create a Google My Business account?

    Posted 5 days ago in
    by Rachel Cottam

    Google My Business (GMB) is a listing service that manages your online presence across Google. You’ll sync your GMB listing with your ZipBooks account so that we can help you manage multiple listings with one location and adhere to best practices that will benefit your business. We help our Growth customers keep listings up-to-date to […]

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