Category: Support


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

  • Does ZipBooks Work in the UK?

    Posted 2 years ago in Support
    by Chris Froelich

    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?

    Posted 2 years ago in Support
    by Chris Froelich

    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?

    Posted 2 years ago in Support
    by Chris Froelich

    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?

    Posted 2 years ago in Support
    by Chris Froelich

    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?

    Posted 2 years ago in Support
    by Chris Froelich

    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?

    Posted 2 years ago in Support
    by Brad Hanks

    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?

    Posted 2 years ago in Support
    by Chris Froelich

    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?

    Posted 2 years ago in Support
    by Chris Froelich

    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?

    Posted 2 years ago in Support
    by Chris Froelich

    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?

    Posted 2 years ago in Support
    by Chris Froelich

    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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