ZipBooks Pricing, Features, Reviews & Comparison of Alternatives

ZipBooks

Accounting & online invoicing software

4.52/5 (93 reviews)

ZipBooks overview

What is 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.
zipbooks.com

Pricing

Pricing options
Free
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom

Supported languages

English
ZipBooks screenshot: Time for multiple team members can be tracked and billed to projects in ZipBooksStarting with ZipBooksZipBooks screenshot: Financial performance metrics can be tracked through the dashboardZipBooks screenshot: Users can customize invoices with their company's branding, and track payment statusZipBooks screenshot: Accountants can text clients from their dashboard and reconcile transactions right away

ZipBooks reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.2
  4.6
  4.6
Caitlin Jones

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

Used daily for 1-2 years
Reviewed 2018-04-11
Review Source: 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.

Pros
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!

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

User-friendly software underpinned by prompt, professional support

Used weekly for less than 6 months
Reviewed 2019-09-04
Review Source: Capterra

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

Pros
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.

Cons
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.

Response from ZipBooks


Thanks so much--happy to help!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Susan Bates

ZipBooks - Perfect for a Hobby turned Small Business!

Used weekly for 1-2 years
Reviewed 2017-01-05
Review Source: 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.

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Anonymous

The best app a small business owner could use

Used weekly for less than 6 months
Reviewed 2019-10-24
Review Source: Capterra

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

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 9/10

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CJ South

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

Used daily for 1-2 years
Reviewed 2017-10-09
Review Source: Capterra

Pros
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

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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ZipBooks pricing

Pricing options
Free
Subscription
Free trial
View Pricing Plans

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

ZipBooks features

API
Accounting Management
Activity Dashboard
Billing & Invoicing
Customizable Reporting
Data Import/Export
Expense Tracking
Invoice Management
Multi-Currency
Reporting & Statistics

Accounting Integration (172 other apps)
Audit Trail (143 other apps)
Automatic Notifications (174 other apps)
Compliance Management (197 other apps)
Electronic Payments (178 other apps)
Financial Analysis (139 other apps)
Invoice Processing (157 other apps)
Real Time Data (154 other apps)
Third Party Integration (219 other apps)
Workflow Management (160 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for ZipBooks

Key features of ZipBooks

  • Accounts payable
  • Accounts receivable
  • Billable & non-billable hours tracking
  • Billing & invoicing
  • Credit card processing
  • Customizable invoices
  • Expense capture
  • Financial dashboard
  • Financial reporting
  • Invoice status & history tracking
  • Mobile receipt capture
  • Notifications
  • Project billing
  • Recurring/subscription billing
  • Time tracking
  • Transaction tagging
View All Features

Benefits

• 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.