Author: Rachel Cottam


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

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

    Posted 4 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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  • How do I send a file to a client’s account?

    Posted 4 months ago in
    by Rachel Cottam

    When you have documents that are relevant to client accounts—contracts, receipts, tax forms, etc—ZipBooks makes it easy to manage them. You can securely send files straight to your client’s Documents section for easy access. How to send a file to a client’s account: From ZipBooks Accountant, click Clients. Find the client you’re looking for and […]

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  • How do I edit team member permissions on client accounts?

    Posted 4 months ago in
    by Rachel Cottam

    ZipBooks Accountant allows you to invite your team to ZipBooks, assign them permissions, and add them to client accounts. If you’re not on a ZipBooks Accountant plan, you can still add team members–learn how here.   How to add a new team member: From ZipBooks Accountant open the More menu and select Team. Click the green […]

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  • How do I add a new client or license?

    Posted 4 months ago in
    by Rachel Cottam

    Got a new client? Good for you! It only takes a few clicks to add them to ZipBooks. Here’s how to add a new client to ZipBooks: From ZipBooks Accountant, click Clients. Click the green + button at the top of your client list.  The Add client window will open. Fill in your new client’s contact […]

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  • How do I manage clients in ZipBooks Accountant?

    Posted 4 months ago in
    by Rachel Cottam

    Your Clients menu is a central place to manage contacts, licenses, account updates, and more. How to manage clients in ZipBooks Accountant: From ZipBooks Accountant, click Clients to see your client list Filter client list by Status “Active” or “Inactive” license Click on Client name to view client profile/details. From here, you can view or […]

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  • How do I close or lock my books?

    Posted 5 months ago in
    by Rachel Cottam

    With all the time and effort that goes into keeping your books, you may want to seal off some records so they can’t be touched.  ZipBooks is a continuous system, so you don’t actually need to “close out” your fiscal year. You can run a report on any time period you like, it’s easy enough […]

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  • How do I create a credit card category?

    Posted 5 months ago in
    by Rachel Cottam

    If you’re using a credit card as part of your business, you can add a category to your books to help you track expense transactions.  Here’s how to connect a credit card through your bank account: Log in to ZipBooks and select Transactions from the menu. Then, click on Manage Banks. Click on the round green […]

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  • Estimated Quarterly Taxes: How to Calculate and File

    Posted 5 months ago in Taxes
    by Rachel Cottam

    Disclaimer: This post only applies to estimated quarterly taxes for Federal income tax filing. Depending on where you live, you may have to file quarterly state taxes as well.   When you’re an employee, it’s normal to have money withheld from your paycheck for taxes, retirement funds and insurance. When you’re self-employed, or if you […]

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  • How to write an invoice that gets paid faster

    Posted 5 months 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 5 months 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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