All Collections
Transactions
Manage banks, reconciliation, categories, tags and bills related to your books
Why do I need to categorize transactions?
Why does my bank become disconnected?
How do I create a recurring transaction?
How do I import transactions from QBO?
How do I confirm or delete multiple transactions at once?
How are credit card and other payments recorded in my account?
How do I mark a bill as paid?
How do I create debits and credits manually?
How do I set up new or custom categories?
How do I record the transfer of money between bank accounts?
How do I reconcile my bank account?
How do I bulk categorize transactions?
How do I tag transactions?
How do I create and use custom tags in ZipBooks?
How do I change a category that ZipBooks auto-categorized?
How do I attach receipts or other documents to my transactions?
How do I add a sales transaction or deposit to my account?
How do I view, filter, or sort my transactions?
Can I create a bank account category, even if I don't link my bank account to ZipBooks?
How do I track outstanding bills in ZipBooks?
How do I match transactions in my books?
How do I mark a transaction as a 1099 expense?
How do I add a new transaction?
How do I create a credit card category?
How do I import my chart of accounts?
How do I add an expense transaction?
How do I show category codes in my chart of accounts?
How do I export transactions?
How do I import transactions into ZipBooks?
How do I connect a bank account?
How do I delete a bank account?
How do I split a transaction?