Support

How do I export my data to CSV?

ZipBooks is working towards having a user-friendly way to export all your data. Until then you can use our API to access all the data in your account. I know that not everyone reading this for the first time will have experience working with an API so I have tried to give enough instructions that…

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ZipBooks invoices now integrate with PayPal

ZipBooks invoices now integrate with PayPal

At ZipBooks, we want to help you get paid faster. Our Stripe and WePay integrations have helped a lot of our users do just that, but we are always looking to make your lives even easier. We’ve been listening to you and heard that some of your clients use PayPal and don’t want to change…

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How do I get more reviews?

How do I get more reviews?

It’s virtually impossible to improve if you never get feedback. That’s why ZipBooks gives you the option to allow your customers to submit a review directly from the invoice that you send out. Your customers can send you feedback immediately and you get a projected net promoter score to indicate how your business is doing.…

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How do I set up late payment reminders?

How do I set up late payment reminders?

It’s never fun to continually nag your clients about unpaid invoices. However, sometimes even your best client forgets about an invoice without realizing it. Using late payment reminders is a great way to let your client know about an unpaid invoice without having to send out a personal message each time. How it works When…

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How do I use magic due dates?

How do I use magic due dates?

ZipBooks uses what we call magic due dates to auto-detect a due date based an invoice’s terms. Magic due dates are assigned when you write either “Net (#)” or “Due (date)” in the Terms section of an invoice. For example, write “Net 30” or “Due April 12, 2016,” and ZipBooks will automatically figure out when…

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How do I change the logo size on my invoice?

How do I change the logo size on my invoice?

ZipBooks lets you add a new logo and change the size of the logo as needed. This helps you personalize your invoice and maximizes your brand. To do this, you will be using the Account Settings page that can be found by clicking on your company name on the right-hand corner. The following steps will guide…

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Does ZipBooks support other languages besides English?

Does ZipBooks support other languages besides English?

We love our customers all over the world, but unfortunately at this time ZipBooks does not support any language besides English. We hope to one day be able to support many other languages. Until that time, our goal is to make an app that is so simple and intuitive that even someone with a limited…

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How do I add team members to my account?

How do I add team members to my account?

With ZipBooks, you can add as many team members to your account as you’d like. This allows you to keep track of your team’s work and progress on one interface. To add a team member to your account, follow these steps: Log in to your ZipBooks account. You’ll be taken to the main ZipBooks page that…

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Can I remove the tax column on an invoice?

Can I remove the tax column on an invoice?

Yes! The tax column is completely optional. If you don’t want to show taxes on your invoice, don’t write anything in the tax column when you’re filling out or editing your invoice. If you don’t add anything to the taxes column, tax information will not appear on your invoice draft after clicking the blue Save Invoice…

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Does ZipBooks work in Canada?

Does ZipBooks work in Canada?

Yes! We offer Canadian businesses everything we offer American businesses, except for invoice financing. We’re happy to support Canadian businesses and help them grow in anyway we can. Take a look at some great features that you can enjoy. Canadian bank integration with business expense import With our expenses feature, you can add expenses manually,…

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Does ZipBooks work in the UK?

Does ZipBooks work in the UK?

There are some features that work if you’re located in the United Kingdom, but not all are available at this point. You can’t integrate your bank account to import you expenses, but you can manually add expenses to your account. You can also change your default currency from the US Dollar to the British Pound.…

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Does ZipBooks support PayPal?

Does ZipBooks support PayPal?

Yes! ZipBooks does support PayPal. You can also use our partners, Stripe and WePay, in order to process credit card payments for free. But PayPal doesn’t give us a volume-based discount, ZipBooks charges a 0.5% fee to process PayPal payments on top of the fees that you pay to PayPal. To access Paypal, Stripe, and…

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How do I categorize my business expenses?

How do I categorize my business expenses?

As a business owner, it’s important to stay organized with all your business expenses. ZipBooks allows you to categorize your business expenses, making it easier to keep track of your expenses. This can be done in the ZipBook app under Expenses, found on the left side of the app under the ZipBooks menu. To categorize…

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How do I change my currency setting?

How do I change my currency setting?

ZipBooks supports all major international currencies. You can change your currency in the account settings. Let’s take you through it step by step. Log in to your ZipBooks account. You’ll be taken to the main ZipBooks page that shows the dashboard with all your stats. Click the right-hand corner of the page and click on your…

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How do I edit a time entry in ZipBooks?

How do I edit a time entry in ZipBooks?

Using time sheets helps you stay organized with your business. ZipBooks allows you to add new time entries manually from the app or automatically with the time tracker. In order to edit a time entry in ZipBooks, you have to delete it and then reenter a new time entry. Follow these steps to edit a…

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How do I import customers?

How do I import customers?

Are you finding yourself wanting to migrate to ZipBooks, but you have mounds of customer data stuck in your old accounting software? You don’t have to manually enter in all the customer contact data from your previous accounting software program! ZipBooks makes it easy to import all your existing customer data. Once you navigate to…

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How do I import invoices?

How do I import invoices?

Do you want to switch to ZipBooks, but don’t want to manually add all your invoices from your previous accounting software program? ZipBooks makes it easy to import all your existing invoice data. Once you navigate to the invoice list view, click Import right next to the green New Invoice button on the right. Let’s walk…

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How do I set up recurring billing?

How do I set up recurring billing?

Set up recurring billing to send out invoices regularly. Click Invoices on the left menu bar. Click Recurring Profiles. Click Add New Recurring Profile. Use the boxes on the top of the screen and choose the start date, how often the invoice will be set, how many invoices, whether to accept credit card or not,…

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How do I customize an invoice?

How do I customize an invoice?

ZipBooks allows you to make an invoice your own. You can add your logo, set terms, add notes, and personalize the email message. Upload your logo Click Create Invoice. On the right-hand corner of the Invoice page, click the Add a Logo square. Choose your logo in the browsing options and click Open. Your logo…

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How do I create an estimate?

How do I create an estimate?

Create and send an estimate in six easy steps. Click Estimates on the left-hand side of the home screen. Click on the blue Create Estimate button on the right-hand corner. Add the necessary information to complete your estimate. If you would like your estimate to automatically become a new project when the estimate is accepted,…

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