Intelligence


Smart Search

Are you ready for a search feature that simply works? With so much information at your fingertips, it’s important to know how to access it quickly. We’ve created a tool to help you find what you’re looking for in a snap! Use smart search to easily jump across your ZipBooks account to minimize clicks and save you valuable time.

Search Everything or by Individual Elements

Do a broad search across all types of ZipBooks records. Or narrow your results even further by searching for specific items like invoices, tags, or transactions. ZipBooks will pull up a list of corresponding items, and take you directly to the location of the one you need, so you don’t have to scroll through hundreds of entries.

 

 

 

Details up Front

See information at a glance without even pulling up the actual document. Certain details appear right in the search results, like the status of an invoice, or the exact amount of a transaction, so you can get what you need and get on your way.

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