Sobre 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.

Principais benefícios do ZipBooks

• 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.

Dispositivos

Porte da empresa

P M G

Mercados

Canadá, Reino Unido, Estados Unidos

Idiomas

inglês

Imagens

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
Time for multiple team members can be tracked and billed to projects in ZipBooks
Ver mais 5
ZipBooks - Vídeo
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 Captura de tela do ZipBooks: Time for multiple team members can be tracked and billed to projects in ZipBooks

Recursos

Total de recursos do ZipBooks: 82

  • API
  • Administração de impostos
  • Armazenamento de documentos
  • Banco de dados de contatos
  • Banco de dados de funcionários
  • Benchmarking
  • Categorização/Agrupamento
  • Cobrança de projetos
  • Cobrança e faturamento
  • Cobrança por horas
  • Cobrança recorrente ou de assinaturas
  • Compensação de cheques
  • Conciliação bancária
  • Contabilidade
  • Contabilidade de fundos
  • Contabilidade de projetos
  • Contas a pagar
  • Contas a receber
  • Controle de despesas
  • Controle de horas e despesas
  • Controle de tempo por celular
  • Controle do processo de aprovação
  • Controle do tempo do projeto
  • Coordenação de contas
  • Cronômetro
  • Demonstrativo de lucros e perdas
  • Empresas de contabilidade CPA
  • Estimativas
  • Faturamento de contingências
  • Faturas personalizáveis
  • Faturação automática
  • Faturação online
  • Ferramentas de colaboração
  • Geração de relatórios financeiros
  • Gerenciamento de documentos
  • Gerenciamento de faturas
  • Gerenciamento de fornecedores
  • Gerenciamento de pedidos de compra
  • Gestão da folha de pagamento
  • Gestão de descontos
  • Gestão de estoques
  • Gestão de impostos de vendas
  • Gestão de projetos
  • Gestão de recibos
  • Gestão de tesouraria
  • Gestão do fluxo de trabalho
  • Histórico de faturas
  • Histórico de transações
  • Horas faturáveis e não faturáveis
  • Imagem de marca personalizável
  • Importação/exportação de dados
  • Integração de Serviços Contábeis
  • Lembretes
  • Livro de contas a receber
  • Marcação
  • Monitoramento
  • Monitoramento de tempo online
  • Múltiplas moedas
  • Organizações sem fins lucrativos
  • Orçamentos/Previsões
  • Orçamentos/estimativas
  • Pagamentos móveis
  • Pagamentos online
  • Pagamentos parciais
  • Painel de atividades
  • Para governo
  • Permissões por função
  • Pesquisa e filtro
  • Processamento de cartões de crédito
  • Processamento de pagamentos
  • Processamento de pagamentos ACH
  • Razão geral
  • Receitas e balanço
  • Registro automático de tempo
  • Relatório de historiais
  • Relatórios de vendas
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios personalizáveis
  • Seguimento de status
  • Taxas de cobrança múltiplas
  • Upload de recibos por celular

Alternativas

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4,5
#1 alternativa ao ZipBooks
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Odoo

4,2
#2 alternativa ao ZipBooks
O Odoo é um pacote de aplicativos de negócios de código aberto personalizáveis e integrados. A maioria das necessidades...

Xero

4,3
#3 alternativa ao ZipBooks
Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation,...

HarmonyPSA

4,5
#4 alternativa ao ZipBooks
O HarmonyPSA é compatível com todo o ciclo de vida do negócio, desde a geração de leads até a renovação de contratos....

Avaliações

Classificação geral

4,5 /5
(93)
Relação qualidade/preço
4,5/5
Recursos
4,3/5
Praticidade
4,6/5
Suporte ao cliente
4,6/5

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Exibindo 5 avaliações de 93
Caitlin J.
Classificação geral
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

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

Avaliado em 11/04/2018

I've been able to spend less time on my accounting. I don't have to create reports, ZipBooks does...

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.

Avaliador Verificado
Classificação geral
  • Setor: Aviação e aeroespacial
  • Porte da empresa: 2-10 funcionários
  • Usado Semanal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

User-friendly software underpinned by prompt, professional support

Avaliado em 04/09/2019

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

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.

Resposta do ZipBooks

Thanks so much--happy to help!

Susan B.
Classificação geral
  • Setor: Gestão de organizações sem fins lucrativos
  • Porte da empresa: 2-10 funcionários
  • Usado Semanal durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 5.0 /10

ZipBooks - Perfect for a Hobby turned Small Business!

Avaliado em 05/01/2017

The ZipBooks staff have been very responsive and willing to help. The software is free to use,...

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.

Avaliador Verificado
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: Profissional autônomo
  • Usado Semanal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 9.0 /10

The best app a small business owner could use

Avaliado em 24/10/2019

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

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.

Cj S.
Classificação geral
  • Setor: Fotografia
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

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

Avaliado em 09/10/2017

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.

Exibindo 5 avaliações de 93 Leia todas as avaliações

Perguntas frequentes sobre o ZipBooks

Abaixo estão algumas perguntas frequentes sobre o ZipBooks.

O ZipBooks oferece os seguintes planos de pagamento:

  • Modelo de preços: Gratuito, Assinatura
  • Teste Grátis: Disponível

Não temos informações sobre os recursos do ZipBooks.

Os clientes habituais do ZipBooks são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500

O ZipBooks está nos seguintes idiomas:

inglês

O ZipBooks é compatível com os seguintes dispositivos:

iPhone (celular), iPad (tablet)

O ZipBooks se integra com os seguintes aplicativos:

Asana, Google Drive, Google Workspace, PayPal, Slack, Spiceworks

O ZipBooks oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para ZipBooks.