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How do I view only sales in my transactions list?

ZipBooks gives you a convenient place to view all of the transactions you make in the course of doing business. But we know it can be a very long list, so we make it easy to see only the transactions you need.

Here’s how:

  1. Log in to ZipBooks and click on Transactions at the top of the screen. A list of all of your transactions will appear.
  2. To see only money that you’ve earned, click on Sales in the menu on the left side of the screen. 
  3. To narrow down your list even further, use the tools at the top of the list to filter the transactions.

To return to your full list, simply click the Transactions tab at the top of the screen, or in the menu on the left. Another way to see all of your sales for a certain time period is to simply generate a sales report.

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