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How do I add documents to my ZipBooks account?

When you have documents pertaining to your business that you need to keep on hand, ZipBooks gives you a way to do that!

Here’s how to upload documents:

  1. Log in to ZipBooks and click on the More tab at the top of your screen.
  2. Click on Documents under the purple Account section. 
  3. Click on the purple Add a document button, or click on the green ‘+’ button in the top right corner.
  4. A window containing your computer files will pop up. Browse through until you find the document you’re looking for.
  5. Double click the file, or select it and click the Open button.
  6. Your file will now appear on your list of documents.
  7. To add more, click the round green ‘+‘ button toward the top right corner of your screen. 
  8. To change the title of your document, click the cog icon (looks like a wheel) to the right of the title. Enter a new title and click the blue Save button.
  9. To delete a document, click on the garbage can icon on the right side. 

There you go!

Just a note: If a CPA or other professional helps you with records and reporting, this is a good place to store things they might need to see to keep you all up to date.

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