ZipBooks

Accounting & online invoicing software

4,5 /5 (93 avaliações) Escreva uma avaliação!

Resumo do ZipBooks

O que é o ZipBooks?

ZipBooks is a cloud-based accounting software which offers core accounting, financial reporting, online invoicing, expense tracking, credit card processing, and more. The platform aims to meet the accounting and bookkeeping needs of small and medium-sized businesses and bookkeeping firms.

Designed to simplify accounting, ZipBooks provides users with a single transactions interface, intuitive reporting, and automatic categorization of transactions. US and Canadian bank accounts can be linked to the software, enabling the automatic import of transactions and reducing both users' workload and the potential for error. A default chart of accounts is generated automatically, and users can create additional custom accounts to suit their business. Project accounting tools allow users to tag payments, expenses, and other transactions with the related project name, and automatically import tracked time to designated project invoices.

ZipBooks's billing and invoicing systems allows users to create personalized emails and invoices with custom themes, logos and messages. Billable expenses can be marked for automatic addition to customer invoices, and time can be tracked for multiple team members. Payments can be processed directly from customer invoices through ZipBooks's integrated credit card processing, or through PayPal. Users can also create estimates and convert these into invoices once approved by customers. ZipBooks is compatible with multiple currencies, supports recurring billing, and can automatically remind customers that payments are due.

Resumo do ZipBooks

Preços

A partir de
US$ 0,00/mês

Opções de preços

Teste Grátis
Gratuito
Assinatura
Relação qualidade/preço

30-day free trial (no credit card required)
Starter: free
Smarter: $15/month
Sophisticated: $35/month
Accountant: Custom pricing


Recursos do ZipBooks

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido
Idiomas
Inglês

Mídias

Time for multiple team members can be tracked and billed to projects in ZipBooks
Financial performance metrics can be tracked through the dashboard
Users can customize invoices with their company's branding, and track payment status
Accountants can text clients from their dashboard and reconcile transactions right away
ZipBooks - Vídeo Captura de tela do ZipBooks: Time for multiple team members can be tracked and billed to projects in ZipBooks Captura de tela do ZipBooks: Financial performance metrics can be tracked through the dashboard Captura de tela do ZipBooks: Users can customize invoices with their company's branding, and track payment status Captura de tela do ZipBooks: Accountants can text clients from their dashboard and reconcile transactions right away

ZipBooks - Avaliações

ZipBooks - Avaliações

Classificação geral
4,5
/
5
Excelente
67

Muito bom
16

Regular
5

Ruim
1

Péssimo
4

Relação qualidade/preço
4,5
Recursos
4,3
Praticidade
4,6
Suporte ao cliente
4,6
89% dos usuários recomendam este app
Caitlin J.

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

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.


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Avaliador Verificado

User-friendly software underpinned by prompt, professional support

Our overall experience has been positive. Thus far, we have not encountered any problems.


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Susan B.

ZipBooks - Perfect for a Hobby turned Small Business!

The ZipBooks staff have been very responsive and willing to help. The software is free to use, however, there is a $1.25 charge per Paypal transaction when a customer pays via ZipBooks invoice. It provides basic accounting features that would work well for a person who is turning their hobby into a small business or a small contract business.

If you are new to accounting, ZipBooks is perfect. If you are accustomed to accounting software, then this free software isn't for you. It doesn't yet have dynamic reporting features, ie no balance sheet or clickable fields to expand a data field on the Income Statement. If your business is small and you are going to keep it that way, ZipBooks is perfect. If your business is thriving and growing, invest in paid software as you'll quickly grow out of ZipBooks.

That said, I'm told they have changes in the works so maybe this won't hold true in the near future.


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Avaliador Verificado

The best app a small business owner could use

Highly recommend – beautiful, easy to use, full-featured, and more affordable than any of its nearest competitors.


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Cj S.

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


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Caitlin J.
Traduzido para o Português
Traduzido para o Português

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

Usado Diariamente durante Mais de um ano
Avaliado em 11/04/2018
Fonte da avaliação: Capterra

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.

Vantagens

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!

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Avaliador Verificado
Setor: Aviação e aeroespacial
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

User-friendly software underpinned by prompt, professional support

Usado Semanal durante 1 a 5 meses
Avaliado em 04/09/2019
Fonte da avaliação: Capterra

Our overall experience has been positive. Thus far, we have not encountered any problems.

Vantagens

1.The software is easier to use than it even appears.
This makes it simpler for non-finance people who may find themselves required to attend to such matters e.g. Start-ups, local SME's and EME's etc.

2. The support team are atypically, prompt and efficient. In our experience with online support from other service providers, there is more often than not a delay in responding, be it short or long. In some instances, the support staff have not had the expertise to offer guidance or solve elementary problems. The ZipBooks team is impressively swift and knowledgeable.

Desvantagens

Initially, it appeared that functions such as customer month end statements and a few others could not be generated.

After one or two chats with online support and the discovery of the numerous, yet concise, online documents, I realised that such functions are, indeed, included.

Not only that, but also that the majority of questions are very likely covered and one can solve one's own queries if one looks for the relevant document.

Perhaps it would be useful to users if this was highlighted or flagged and doing so may reduce the enquiries that your online support team have to attend to.

Traduzido para o Português

Resposta do ZipBooks

Thanks so much--happy to help!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Susan B.
Setor: Gestão de organizações sem fins lucrativos
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

ZipBooks - Perfect for a Hobby turned Small Business!

Usado Semanal durante Mais de um ano
Avaliado em 05/01/2017
Fonte da avaliação: Capterra

The ZipBooks staff have been very responsive and willing to help. The software is free to use, however, there is a $1.25 charge per Paypal transaction when a customer pays via ZipBooks invoice. It provides basic accounting features that would work well for a person who is turning their hobby into a small business or a small contract business.

If you are new to accounting, ZipBooks is perfect. If you are accustomed to accounting software, then this free software isn't for you. It doesn't yet have dynamic reporting features, ie no balance sheet or clickable fields to expand a data field on the Income Statement. If your business is small and you are going to keep it that way, ZipBooks is perfect. If your business is thriving and growing, invest in paid software as you'll quickly grow out of ZipBooks.

That said, I'm told they have changes in the works so maybe this won't hold true in the near future.

Vantagens

Easy to use for someone with no accounting knowledge. Perfect for an MLM or hobby turned business. I love, love, love that their customer service is responsive.

Desvantagens

The reporting features are seriously lacking. No balance statement, COG's are lumped together on the Income Statement, no division of income sources and no field on the Income Statement is clickable for a detailed report. Invoice and Expense pages are long with one arrow to the next page on the top and when editing an invoice or expense and saving, you are brought to the "1-50" page instead of the current page you were working on.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 5.0/10

Avaliador Verificado
Setor: Publicidade e marketing
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

The best app a small business owner could use

Usado Semanal durante 1 a 5 meses
Avaliado em 24/10/2019
Fonte da avaliação: Capterra

Highly recommend – beautiful, easy to use, full-featured, and more affordable than any of its nearest competitors.

Vantagens

ZipBooks is the most affordable, feature rich accounting software I've ever used. It allows me to accomplish everything I need, from sending expenses, to tracking time and expenses, to invoicing. I've used other software and it either didn't include time tracking or it was too expensive for my small business.

Their web app is also incredibly easy to use and is design very well. It's all organized in a way that makes sense and the charts/reports are beautiful.

Desvantagens

The biggest issue I have with ZipBooks is their mobile app. I'm running it on my iPhone and it seems like it's just a web-app published in a shell, storing no local information. It's difficult to track time or send invoices that haven't been saved as a draft. Sent invoices also display in reverse order – with the cache clearing every time I open the app.

If they built a full-featured, native app I think ZipBooks would be perfect.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação: 9.0/10

Cj S.
Setor: Fotografia
Traduzido para o Português
Traduzido para o Português

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

Usado Diariamente durante Mais de um ano
Avaliado em 09/10/2017
Fonte da avaliação: Capterra

Vantagens

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

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,7/10
Baseado em 93 usuários
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Preço do ZipBooks

Preço do ZipBooks

A partir de
US$ 0,00/mês
Teste Grátis
Gratuito
Assinatura
Relação qualidade/preço

30-day free trial (no credit card required)
Starter: free
Smarter: $15/month
Sophisticated: $35/month
Accountant: Custom pricing

30-day free trial (no credit card required)
Starter: free
Smarter: $15/month
Sophisticated: $35/month
Accountant: Custom pricing

Relação qualidade/preço
4,5/5
Baseado em 93 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do ZipBooks

Recursos do ZipBooks

API
Análise financeira
Cobrança e faturamento
Controle de despesas
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de faturas
Gestão da contabilidade
Gestão de conformidade
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Múltiplas moedas
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Processamento de faturas
Registro de auditoria
Relatórios e estatística
Recursos
4,3/5
Baseado em 93 usuários
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Categorias

Mais informações sobre ZipBooks

Mais informações sobre ZipBooks

Principais recursos do ZipBooks

  • Accounts Payable
  • Accounts Receivable
  • Billable & Non-Billable Hours
  • Budgeting/Forecasting
  • CPA Firms
  • Contingency Billing
  • Customizable Invoices
  • Expense Tracking
  • Financial Reporting
  • Fund Accounting
  • Government
  • Hourly Billing
  • Invoice History
  • Mobile Payments
  • Mobile Receipt Capture
  • Mobile Time Tracking
  • Notifications
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Payment Processing
  • Project Billing
  • Purchase Orders
  • Receipt Upload
  • Recurring/Subscription Billing
  • Reporting/Analytics
  • Small Balance Management
  • Subscription Billing
  • Tax Management
  • Time Tracking

Vantagens

• ZipBooks lets users create tasks, assign them to team members, and track their performance using a real-time dashboard.

• User can keep exact and accurate records of working time and expenses so that everyone gets paid for every billable minute.

• Business rankings can be monitored across Google Search and Maps, Bing, Yelp, and more, and customers can be invited via email or SMS to leave reviews.

• The system automatically extracts transactions to generate real-time summaries of business expenses.

• ZipBooks enables the personalization of emails and invoices with themes, logos and messages.

• ZipBooks Accountants can text clients directly from the app for streamlined communication and dead-simple reconciliation.

Perguntas frequentes sobre o ZipBooks

Perguntas frequentes sobre o ZipBooks

Abaixo estão algumas perguntas frequentes sobre o ZipBooks.

P: Que tipo de planos o ZipBooks oferece?

O ZipBooks oferece os seguintes planos de pagamento:

A partir de: US$ 0,00/mês

Modelo de preços: Gratuito, Assinatura

Teste Grátis: Disponível

30-day free trial (no credit card required) Starter: free Smarter: $15/month Sophisticated: $35/month Accountant: Custom pricing

P: Quais são os principais recursos do ZipBooks?

O ZipBooks oferece os seguintes recursos:

  • Accounts Payable
  • Accounts Receivable
  • Billable & Non-Billable Hours
  • Budgeting/Forecasting
  • CPA Firms
  • Contingency Billing
  • Customizable Invoices
  • Expense Tracking
  • Financial Reporting
  • Fund Accounting
  • Government
  • Hourly Billing
  • Invoice History
  • Mobile Payments
  • Mobile Receipt Capture
  • Mobile Time Tracking
  • Notifications
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Payment Processing
  • Project Billing
  • Purchase Orders
  • Receipt Upload
  • Recurring/Subscription Billing
  • Reporting/Analytics
  • Small Balance Management
  • Subscription Billing
  • Tax Management
  • Time Tracking

P: Quem costuma usar o ZipBooks?

Os clientes habituais do ZipBooks são:

Pequenas empresas, Sem fins lucrativos, Autônomos, Empresas de médio porte

P: Em que idioma o ZipBooks está?

O ZipBooks está nos seguintes idiomas:

Inglês

P: Que tipo de planos o ZipBooks oferece?

O ZipBooks tem os seguintes planos de preços:

Gratuito, Assinatura

P: O ZipBooks é compatível com disponíveis móveis?

O ZipBooks é compatível com os seguintes dispositivos:

Android

P: O ZipBooks se integra com quais outros aplicativos?

O ZipBooks se integra com os seguintes aplicativos:

Asana, Enrollsy, G Suite, Google Drive, Gusto, PayPal, Slack, Spiceworks

P: Que nível de suporte o ZipBooks oferece?

O ZipBooks oferece as seguintes opções de suporte:

Suporte online, FAQs, Base de conhecimento