ZipBooks Pros and Cons
Offers free and affordable plans
Mobile app needs improvement
Integrated accounting and invoicing functionalities
Does not come with an accounts payables feature
Includes time tracking and billing tools
Some workflows take some getting used to
Who ZipBooks Is Best For
- Small to medium-sized businesses who regularly send invoices to customers: ZipBooks allows users to send customized invoices to clients. The invoices are also monitored and recorded in the user’s balance sheets to ensure that they are recorded properly. These automation features are particularly useful for managing multiple customers because it frees up your time to oversee your day-to-day operations.
- Accountants and accounting firms that handle multiple clients: ZipBooks offers a plan specifically for accountants who handle multiple clients. It can be co-branded with the user’s firm and allows users to handle multiple accounts using a single dashboard.
ZipBooks pricing is divided into a free plan (Starter) and three paid subscriptions: Smarter ($15/month), Sophisticated ($35/month), and Accountant (customized pricing). The main differences between the plans include the number of connected bank accounts, the number of users, and access to premium features like time tracking, smart tagging, and existing accounting data migration.
Connected Bank Accounts
Customized Chart of Accounts
The free Starter plan allows you to send unlimited customized quotes, estimates, and invoices to your customers. It can also be used to manage as many vendors and customers as you have. It also allows you to accept digital payments through Square or PayPal. It also comes with profit and loss reports, balance sheets, and other reports that help you stay on top of your financials.
The Smarter plan comes with all the features included in the Starter plan. You can also use it to connect multiple bank accounts and perform automatic bank reconciliation of your transactions. It allows you to auto-bill your customers and send automated payment reminders. It can also be used to automate 1099 tracking for selected vendors and create customer or vendor statements. It comes with time-tracking and hourly billing features.
ZipBooks’ Sophisticated plan lets you organize your books with custom smart tagging. In addition to all the benefits offered in the Smarter plan, it offers consolidated reports for multilocation accounting, locking of books from editing, and creating custom categories for charts of account. The plan also lets you view and compare your company’s metrics against industry averages.
The Accountant plan is created specifically for accounting professionals or firms who handle multiple clients. It offers the same benefits as the Sophisticated plan both for the user and their clients. It also allows users to text clients directly from ZipBooks and to track their time across client accounts. It can also be used to edit transactions in bulk and manage clients from one dashboard.
ZipBooks Alternatives 2020
Businesses that want the most widely used small business accounting software that scales as they grow
Solopreneurs and freelancers who need to streamline customer invoicing and payment collection
Businesses in the nonprofit, manufacturing and distribution, professional services, contracting, and retail industries
Businesses that use other Zoho products like Zoho CRM
ZipBooks offers a wide range of features designed to help you automate, streamline, and manage your financial transactions. Here are some of ZipBooks’ most notable features:
ZipBooks tracks your financial and customer transactions automatically. It also gives you intelligent feedback on how to improve your daily operations. It comes with bank reconciliation, accounts receivables (A/R), and charts of accounts that provide accurate financial information.
ZipBooks also provides actionable reports on your balance sheets, general ledger, and income statements that can help you file your taxes correctly. They can also be used to chart the direction of your business operations.
ZipBooks can track your customer and vendor bills to ensure that they are paid on time. You can send customized invoices to your customers, and ZipBooks will automatically monitor them for you. It also provides an Invoice Quality Score to tell you which details to monitor to help improve the performance of your invoices.
This feature allows users to keep accurate records of time while they work on a certain project. If you are subscribed to ZipBooks’ Accountant plan, then the timer follows you across any page or browser, giving you even more precise records.
ZipBooks offers native integration with the following services:
- G Suite
Most Helpful ZipBooks Reviews
The majority of ZipBooks reviews online have given it positive feedback. Users are generally satisfied with its features, particularly its invoicing and automation capabilities. Many users commented that its reports are accurate and that its tools give them better control over their financials. Some users, however, commented that its mobile app is not very well-optimized. Others also complained that it lacks some basic features like an accounts payable (A/P) system.
Offers powerful tracking tools
“It has great tools when it comes to keeping track of our company, allowing us to control the financial movements of the company without having to be an accountant. This helps any small company to have control over it.”
Mobile app needs improvement
“The mobile app needs a lot of improvement to be in the same level as the desktop version.”
ZipBooks Frequently Asked Questions (FAQs)
Will my free plan expire?
The ZipBooks starter plan is free forever. If you want to try out more advanced features, you can sign-up for a free 30-day trial, and your account will automatically be upgraded. At the end of your 30-day trial, you can revert to the Starter plan to keep enjoying ZipBooks for free.
Can I add a discount to an invoice before sending it to my customers?
ZipBooks allows users to indicate a discount or promotional rate in their invoices. You need to indicate the discount percentage, and ZipBooks will calculate the total for you automatically.
Can I use ZipBooks in another language aside from English?
Unfortunately, as of this writing, ZipBooks does not support any other language besides English. It does, however, support more than 100 different currencies and can be used anywhere in the world.
Can I access ZipBooks on my mobile device?
ZipBooks has a dedicated mobile app for both iOS and Android devices. Alternatively, it also has a web app that is designed to work on any mobile device.
Our Top Accounting Software Provider Picks
If you aren’t sure that ZipBooks is right for you, then this article on the best accounting software is a review of our top choices. In this guide, we looked at a variety of solutions and narrowed our recommendations down based on features like detailed financial statements, invoicing, and bill tracking.