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 focus on getting you paid faster. While our Stripe and WePay integrations have helped a lot of our users do just that, we knew we could do more. We are always thinking about what we can do to make your life easier. For example, some clients insist on having their invoices mailed.…

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How do I get more reviews?

How do I get more reviews?

It’s always good to know how your business is doing. Receiving feedback from your customers is a great way to know how to improve. ZipBooks gives you the option to allow your customers to submit a review directly from the invoice that you send out. This lets your customers immediately send you feedback and it…

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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 it lets your clients know who you are right off the bat. To do this, you will be using the ‘Account Settings’ page that can be found by clicking on your company…

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Does ZipBooks support other languages besides English?

Does ZipBooks support other languages besides English?

We are happy that people all over the world are interested in using our software! Unfortunately, at this time, ZipBooks does not support any language besides English. Our goal is to make an app that is simple and intuitive. We’ve tried to create an interface that is so simple and easy that hopefully someone with…

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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 interphase. To add a team member to your account, follow these steps: Log in to your ZipBooks account. You will be taken to the main ZipBooks page…

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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, then don’t write anything in the tax column when you are filling out or editing your invoice. You will notice that if you don’t add anything to the taxes column, tax information will not appear on your invoice draft…

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Does ZipBooks support Canadian businesses?

Does ZipBooks support Canadian businesses?

ZipBooks does support Canadian businesses! Everything that you can do in the U.S. with ZipBooks, you can also do in Canada (with the exception of invoice financing). We are 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…

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Does ZipBooks work if I’m in the UK?

Does ZipBooks work if I'm in the UK?

UK Banking isn’t supported, credit card processing is There are some features that work if you are in the United Kingdom. However, at this point, not all of our features work in Great Britain. For example, you cannot integrate your bank account to import your expenses. However, you are still able to manually add expenses to…

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Does ZipBooks support PayPal?

Does ZipBooks support PayPal?

Yes! ZipBooks does support PayPal. You can use our partners, Stripe and WePay in order to process credit card payments for free, but if you use PayPal, ZipBooks charges a .5% fee to process PayPal payments on top of the fees that you pay to PayPal. We don’t charge a fee with our other payment…

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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 some quick steps so you can change your currency in no time! Log in to your ZipBooks account. You will be taken to the main ZipBooks page that shows the dashboard with all your stats. Click the…

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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, by using the time tracker. In order to edit a time entry in ZipBooks, you have to delete it and then reenter a new time entry. To do so, follow these…

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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?

Are you wanting 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. ZipBooks provides…

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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. 1. Click Invoices on the left menu bar. 2. Click Recurring Profiles. 3. Click Add New Recurring Profile. 4. 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…

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How do I customize an invoice?

How do I customize an invoice?

Make an invoice your own. You can add your logo, set terms, add notes, and personalize the email message. Upload your logo 1. Click Create Invoice. 2. On the right-hand corner of the invoice page, click the Add a Logo square. 3. Choose your logo in the browsing options and click Open. Your logo will…

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How do I create an estimate?

How do I create an estimate?

Create and send an estimate in just six steps. 1. Click Estimates on the left hand side of the home screen. 2. Click on the blue Create Estimate button on the right-hand corner. 3. Add the necessary information to complete your estimate. Check the “Auto-create project when estimate is accepted” box if you would like…

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