ZipBooks

I'm a ZipBooks Fangirl! I've tried several accounting options & they provide the best value!

Opmerkingen: I've been able to spend less time on my accounting. I don't have to create reports, ZipBooks does it all based on my chart of accounts and other information. The customer service is super fantastic and supportive. The help files are well written, concise and easy to understand. The cost is low and the tiered pricing system is really fair. I can connect multiple accounts and add staff to my account. I can use time tracking, set up automatic invoices, pre-set items and tasks, add documents, just to name a few! My personal account is turned into a profile which is hosted on their system. My clients can leave reviews and potential clients can find and contact me.

Pluspunten:

Beside the cost (I'm on the pro version and it's still cheaper than the basic version of Xero and others), it automatically creates all the reports I need and shows them in a way that means I don't need an accounting degree! So my general ledger, my profit and loss statements - it's all there for me! Everything is so simple to use that I spent the first couple of weeks overthinking the whole thing - because it can't be that simple right?! The layout is so easy to navigate, the chart of accounts is simple to understand, and when I need a hand (I've managed to mess things up in my ignorance of double entry accounting) the customer support team are right there and get my problem sorted so quickly!

Minpunten:

My biggest con is that it's really USA-centric. I'm not in the States so I can't connect my bank account to the system so I have to manually import my statements. For me, it's well worth the effort because the system saves me time and stress in so many other ways. Also I'm a sole trader so I don't have many accounts to sort out. I can imagine it would be different for someone with a bigger company or more regular turnover.

Don't Sleep on ZipBooks

Opmerkingen: I love ZipBooks I use it for two businesses, my consulting and my graphic design - It's simply amazing for a low cost platform it meets all of my needs with only a few hiccups once or twice a year. Not bad IMO.

Pluspunten:

It's one of the most inexpensive tools on the market and it meets all of my small business needs with amazing features that you would expect to pay much more for.

Minpunten:

Sometimes my card gets kicked out, or I need to renew the connection to my payment processing platforms and it doesn't email me about it until someone tries to pay and can't. I've often had to reach out to the help desk to pay for my service because my cards just don't want to work and auto payment didn't go through for some reason. Second, I run multiple businesses (DBA) and for that I need to log in to two separate accounts. It would be great to be able to consolidate them.

Was GREAT, Recently VERY DISAPPOINTED

Opmerkingen: Easy to use, you just cant get your money

Pluspunten:

Easy to use, no frills, perfect for small business. Makes the daily chore of bookkeeping fairly easy.

Minpunten:

CAN"T GET YOUR PAYMENTS!!! this is the second time that my payments are not posting to my account. Customer service is responsive, but point the finger at their processor. that does not get me paid. My customers orders have been delayed because of a ZIPBOOKS issue. I have been waiting for my payments to be released for now in 12 days. This is completely unacceptable. They used to be completely free now they want you to upgrade and pay a monthly fee to use the advanced services, but suddenly can't process payments in a timely manner, or in my case at all. Just something to think about before you start using this service. If you NEED to get paid, might want to find another service.

An Amazing FREE or Very Low Cost Accouting Platform

Opmerkingen: Overall I think ZipBooks is a wonderful online program! Espeically for beginners to accounting, it's a great place to get started with keeping track of you and your businesses finances. If you're an advanced user and/or a trained bookkeeper, this might not be enough for you, but otherwise I highly recommend it to anyone!

Pluspunten:

The bang for you buck with ZipBooks is amazing! Their free version has a lot of features and you can really do a lot with it. The lowest tier is even more powerful and still costs less than other accounting platforms. The simple layout and design of the software is also a big plus and it makes it dead easy to use.

Minpunten:

The only issue I've found with ZipBooks is as follows! The free and lowest tier options are amazing but they do lack some of the in depth features that you're going to find with some platforms designed for experts. The higher tier option have everything you'd need to compete with any of ZipBooks' competitors, but it's a little pricier. It's still definitely reasonable, and overall this isn't much of a complaint.

Not perfect, but constantly improving and Customer Support is the best with super fast replys!

Pluspunten:

I run a photography+subcontractor business. I've been with Zipbooks since before they started charging a fee (switched from freshbooks) and let me tell you, there were definitely some major growing pains. The good new is that they listened to the customers and would always solve problems quickly. The gap between Zipbooks and Quickbooks/Freshbooks/etc.. used to be cavernous, but that gap is almost unnoticeable now. The interface is ridiculously easy to understand and flows really well. It's the best user interface experience I've had for accounting software. Costumer service has been nothing short of impressive. I'm an accounting/bookkeeping newb and the customer support has basically trained me how to do my own accounting. They have this great chat button that's always in the bottom right corner so you can easily ask questions and get answers like if you were chatting with a friend on facebook messenger. The company has a long way to go to being the best, but they certainly have the chops for it! I would high

Minpunten:

The fact that I can't mark an invoice as paid from the list view. I don't like the extra step of clicking through to the individual invoice. But, it's a minor inconvenience.

A great invoicing and accounting solution for small agencies and freelancers

Opmerkingen: A highly functional and easy-to-use platform for client invoicing and accounting.

Pluspunten:

Zipbooks is a phenomenal tool for invoicing and billing clients. As a digital agency, our team does all of our estimating, invoicing, billing, time tracking and accounting through Zipbooks, and it's been a great experience. The platform has seen continuous improvement throughout 2017 and 2018, so I have a lot of confidence that we'll continue to run our business through Zipbooks.

Minpunten:

The slick interface comes to be a burden when reconciling transactions - if you're not an accountant by trade, it can be easy to make a mistake and have difficulty correcting it due to the streamlined presentation. After struggling with this, I've been able to refine my reporting process to work well with Zipbooks. The project management tool/time tracking was a bit weak but it is getting better and I'm happy to see the service improve. I would also like to see support for signing contracts/agreements for related invoices.

Great software with outstanding technical support

Pluspunten:

The software itself is fairly straightforward and easy to use, although for someone who doesn't know accounting that well it sometimes can be slightly confusing. What is really great though is that their support team is very knowledgeable and can not only help solve technical issues but can also help explain what their software means to you from an accounting standpoint. Invoicing is simple and easy to use, integration to bank and credit card accounts continues to improve, and they continue to enhance the set of reports available to help you understand how your business is doing.

Minpunten:

It's fairly minor stuff - the graph on the main page of the application assumes you are using accrual basis accounting, and that ends up misrepresenting the numbers you see if you are using cash basis accounting. I also don't like that I can define that my business uses cash basis but the reports always default to accrual. It would be nice to understand how the business health score is calculated, as mine continues to decrease despite the fact that I thought my business was continuing to improve.

Zipbooks makes it easy for me to manage accounting for my consulting business.

Pluspunten:

The user interface is intuitive and easy! I like that I don't have to be an accounting pro to get set up and start invoicing clients. My clients love how easy it is to pay me. They click a couple of buttons and they are done, which means faster payments and more efficient accounting for me!

Minpunten:

Because I don't understand accounting, I had some trouble reconciling some of the charges/credits and couldn't "undo" what I'd done very easily. It's not the most forgiving, however, their customer service was top notch in helping me solve the issue for no additional charges. I thought I'd have to hire someone to fix it, and they gave me free advice to help me fix it myself.

Great Customer Service

Opmerkingen: For small business, it's perfect.

Pluspunten:

The software is user friendly. Easy to re-set up our company. Like the on-line look from the customer's point of view. It's easy to complete.

Minpunten:

I do find it a bit frustrating that I cannot find out WHEN my deposits are estimated to hit my bank. It's either that it doesn't exist in the software, or that it's difficult, even for a daily user, to find it in the menu system.

I love this user-friendly service!

Opmerkingen: It makes it easy and fast to get paid--don't we all want that?

Pluspunten:

It's easy-to-use and I don't have to read endless tutorials to figure it out. A close second is that it accepts PayPal and credit card payments--my clients love it!

Minpunten:

I think some of the expenses categories are confusing/unnecessary. I would also like to see some customization of expense categories, though this is perhaps something that is offered and I have yet to learn how to do.

Simple bookkeeping for businesses

Opmerkingen: I've been using this for about the last year and started when it was free to use. For what it was then and for as simple as it is, it serves my needs at the moment but it's a little difficult to use with my workflow so I feel like I'll probably outgrow it at some point. I do primarily project based work, tracking time and billing hourly. I don't sell anything through an inventory but will add expenses to an invoice. This software works great for that though it would probably work for something with a light inventory or commonly used services as well. Overall, it's a good value and worth testing out but it may not work as well for every business model.

Pluspunten:

Add expenses, track time, create projects, create tasks within projects, print out accounting reports, send invoices and receive payments in app, recurring invoicing available, ability to set up reminders automatically

Minpunten:

Visually clean but not as streamlined to use. Projects can't be created on the fly in the time tracking app, but have to be created ahead of time. Still quick to do but it's an extra step. Same for tasks within projects. They must be created ahead of time too, though each project automatically creates a General task. Invoice design is simple and clean but there's not much that can be customized beyond the logo.

Simply Amazing

Opmerkingen: ZipBooks is the perfect bookkeeping solution for my small business! It allows me to add client details, business expenses and payments received from clients. There is also a great quotation feature built into the app that includes project management and time tracking. Generating an invoice from an existing project or quote only takes a click of a button (how awesome is this?!) and manual invoices can be added too. My favorite feature is the recurring invoices which get sent automatically and even allows me to set payment reminders for those that have not been marked as paid. Believe it or not, these reminders do work! ZipBooks also has great reporting features which shows you your total revenue for the past 12 months, an expense report, income per client, outstanding payments, tax and more. Oh, I forgot to mention, all of this is free! You can also accept payments via the internet but this isn't supported in my country yet. ZipBooks saves me loads hours every month and lots of paper (everything is backed up securely in the cloud), the app and its development/support team definitely add value to my life. Oh yeah, there's also an iPhone app for when I'm on the move or need to generate a quote for a client immediately :-) If you're looking for great bookkeeping software, this is it.

Pluspunten:

Recurring invoices, payment reminders, great support, iPhone app, quotation system, easy to use report features, integration with Slack.

Minpunten:

Can only accept internet payments with American banks.

This wasn't anything special - just an ordinary accounting software.

Pluspunten:

What I liked best is that the customer service was excellent and always very responsive. That goes a long way when you try to do a conversion.

Minpunten:

It's relatively ordinary which is why we didn't go with it but that doesn't make it a bad software. It's best for small business.

This program locked me out of my account and there is no way to gain access to my account

Pluspunten:

Doesn't matter what I liked because the bugs in this system outweigh the good now I am loosing money

Minpunten:

The bugs it is really buggy and things happen that cannot be explained

The perfect set of tools for my tiny agency

Opmerkingen: I switched to Zipbooks from another accounting platform and was amazed at how simple and well-thought-out it is. And for free! I was able to get set up in less than an hour, and it lacks nothing I need for estimating and invoicing for projects. It's also nice to have the time-tracking and project-tracking functions for the future. Great job, guys!

Pluspunten:

Easy to set up and easy to use. Great mobile app. Free!

Simple, Neat and easy to use! Perfect for a small business

Opmerkingen: It took me all of 5 minutes to figure everything out. At first I was a bit disappointed that the date format could not be set to South African standard, but when I noticed that the date very clearly appeared, printed in full on the finished documents that can get sent/printed out, I think its completely ok. I love that I could easily use my own logo. I love how everything automatically gets tracked. I love that its free! Its been really useful in my small and growing business, to keep track of all my income and expenses without me having to know much about accounting and without having to hire an accountant, on top of keeping all the receipts, written invoices and other transaction docs. It just simplifies life. I guess a complete accounting system is probably necessary when a business gets bigger, but for a small growing business and a newbie entrepreneur, who just needs a simple income statement, Zipbooks is the perfect tool to get one in the game, staying organized, tracking expenditure and income and having automated outputs that allow one to assess where to improve and streamline the business. The messaging system is pretty nice too. The response to queries from the Zipbooks team is quick and clear and quite personalized, which I'm very impressed by. Zipbooks is perfect.

ZipBooks provided simple software and it grew with me - from free to inexpensive.

Opmerkingen: I started with accounting but now I use it for invoicing and time tracking. I can share with other users as well. Reports are easy to see and simple to use.

Pluspunten:

You don't need to be certified to use it! Unlike other accounting options :). It was easy to use, the reports were great and it helped for invoicing, time tracking and accounting.

Minpunten:

They are still growing their integrations to work with other software and solutions so you can't connect with very many apps outside paypal, stripe, and wepay.

Amazing Free Accounting Software

Pluspunten:

As a small business owner, Zipbooks helped me organize my finances and keep track of what was going on in my business. I even used Zipbooks to produce all the financials to sell my business.

Minpunten:

When I started, it didn't offer all of the things that Quickbooks had, but it seems like they are adding features regularly. For a free software I really don't have any complaints at all.

Great way to keep your accountancy

Pluspunten:

Really good tool to help you with the accounting books of startup, you can create online invoices, track time, bills, etc

Minpunten:

It is a very complete software and easy to use, I have no complaints about this software, really it works very good

Awesomesauce!

Pluspunten:

Clean, simple user interface. Customer support via Chat is extremely responsive - even on holidays - imagine that. Everything I need; invoicing, time tracking, sending custom receipts for checks and cash, simple P&L reports. Love it! I am recommending this service to all of my clients that have a need.

Minpunten:

Maybe it's just me, being a numbers derelict and all, but some of the features (the things you need to do) are not that easy to find. However on the bright side, if you ask a question, you will usually get a fast straight answer.

ZipBooks gives me a simple, but powerful alternative to QuickBooks Online, at 1/3 the cost

Pluspunten:

The interface is very modern, responsive, and easy to navigate. I moved from QuickBooks to ZipBooks due to a recent price increase, and I haven't looked back. It has most of the features from QuickBooks that I needed, plus I actually enjoy working in ZipBooks because the app just works.

Minpunten:

It could allow a bit more invoice customization, like being able to set a NET-15 / NET-30 on a recurring invoice rather than it being due on receipt. Other than that, it's worked pretty well.

User

Opmerkingen: Nice to use but lacks some important advanced features

Pluspunten:

Easy to use, great to track the tasks, and assign the duties

Minpunten:

No android version support, lacks inventory-tracking features. and integrated add-ons.

Wrong advertising - free means free 30-day trial not free starter version

Opmerkingen: Very disappointed because of the wrong advertising

Pluspunten:

It met my needs for invoicing and seemed to meet my needs for financial reporting

Minpunten:

The software has 3 version. The starter version is advertised as "free", while the other 2 version require paid subscription, but allow for a free trial. Nowhere does it say that the starter version is for a free trial only

Deleted my account

Opmerkingen: For some reason zipbooks deleted my account without warning or notification, when I queried them they were unable to recover the account and I was instead met with a patronising support team member who suggested I just create a new account.

Pluspunten:

The software was easy to use and intuitive.

Minpunten:

They deleted my account without warning.

ZipBooks has been super useful as my one-stop-shop for all my invoicing needs.

Opmerkingen: Pros: Very simple to use and intuitive. I'm amazed how easy they've made invoicing. Not to mention it's 100% free, which makes it a no-brainer choice for me. I've been impressed with the customer service and how quickly they've been adding features. ZipBooks is the invoicing tool of the future. Cons: There's still a few more features I'd like added, but they seem to release new stuff regularly so I know it's only a matter of time till everything I need is included in the software.