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What is a contact in ZipBooks?

A contact is any person or company you want to keep track of for any reason.

 

Contacts become “Clients” when they pay you in ZipBooks; they become “Vendors” when you pay them in ZipBooks.

When you select Contacts from the Menu in ZipBooks, it will show you a list of All contacts (regardless of who has paid you or whom you’ve paid). You can filter your contact list by Activity and Type or sort by Revenue, Expenses or Name. 

Add a new contact at any time by clicking on the green ‘+’ button in the top right. When you enter their contact information, you can also specify whether they are a 1099 contractor or can be contacted for reviews.

To add more than one contact at a time, import contacts using a CSV file (Download template here). 

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