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ZipBooks

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ZipBooks is an accounting software platform that’s been in business since 2015 and is based in American Fork, Utah. The company has positioned itself as a QuickBooks alternative that offers you an impressive list of features even on its free plan.

The company’s site hosts hundreds of positive ZipBooks reviews from satisfied clients who believe that the service makes bookkeeping easy even for those who aren’t accounting professionals.

In 2017, ZipBooks was awarded $100K from the Utah Governor's Office of Economic Development as part of the department's Technology Commercialization and Innovation Program.

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The Good

  • Plan Options and Pricing
  • Expense Management Features
  • Cloud-Based Software

Plans Options and Pricing

You might expect free bookkeeping software to lack comprehensive services. But, while ZipBooks does offer paid plans with more fully featured money management options, its free plan can get you great mileage.

ZipBooks Starter Plan

The free version of ZipBooks allows for unlimited invoices, vendor and customer management, digital payment operation with integration with Paypal and Square, basic reports, and the option to connect one bank account.

Here is what it’s missing, and why you might want to upgrade: 

  • The Starter plan won’t autobill clients and allow for customized invoicing.
  • It won’t automate categorization of your documents.
  • Starter plans don’t securely store your documents.
  • Starter plans don’t include PDF and CSV export options.
  • The Starter plan can create custom reports.
  • Customers can’t fully collaborate with team members.
  • Managers can’t track employee time.

If you’ll miss any of those features, it might make sense to upgrade. Thankfully, ZipBooks paid plans are also affordable.

ZipBooks Smarter Plan

For $15 per month, the Starter plan includes all the features of the Starter plan with some convenient added perks:

  • Schedule recurring invoices
  • Connect more than 1 bank account
  • Enable account notifications
  • Track users’ time
  • Include up to 5 team members
  • Automate reminders
  • Create statements for vendors and clients

But if you’re a bigger company that needs even more customization, you might need more than the Smarter plan.

ZipBooks Sophisticated Plan

The Sophisticated plan is $35 per month and includes everything from the Starter and Smarter packages. Here’s what else it offers:

  • Smart tag your books
  • Customize your categories
  • Lock finished books
  • Securely share your documents
  • Include unlimited team members
  • Create detailed reports

ZipBooks Accountant Plan

For a custom price, ZipBooks gives you the option to create a plan specifically for a bookkeeper. This accounting solution would help you manage a bookkeeping business with its features:

  • Bulk edit transactions
  • Migrate data
  • Track client time
  • Manage your clients in one dashboard

Hire a Pro

You can hire a dedicated bookkeeper through ZipBooks, starting at $125 per month. The bookkeeper is available through online chat and gives you monthly statements and professional advice. For small businesses who are new to handling their own money, a ZipBooks pro could be a helpful asset.

Expense Management Features

ZipBooks can do a lot specifically for your expense management. Its expense tracking software allows you to see a list of all your vendors and payments, and ZipBooks can auto-categorize contacts as vendors.

Of course, you can also scan receipts from your phone and track your reimbursable expenses such as office supplies and transportation.

The user interface for expense tracking is intuitive and clean.

Cloud-Based Software

ZipBooks allows for cloud-based accounting on the go. Being able to access ZipBooks at any time and place through the cloud gives users more freedom and flexibility.

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The Bad

  • No Inventory Management and Bill Pay
  • No Android Mobile App

No Inventory Management and Bill Pay

Many competitors in the bookkeeping software industries offer more extensive features that allow users to manage their inventory and pay their bills all in one place. ZipBooks does not offer these in its packages.

However, ZipBooks is more affordable than many of its competitors, and so this dip in price understandably comes with a dip in features.

No Android Mobile App

ZipBooks doesn’t have an app available for Android. Furthermore, the mobile app for iOS can be clunky. It’s sometimes a far cry from the intuitive desktop version.

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The Bottom Line

ZipBooks may not have it all, but it can give you a lot of features for a low price. ZipBooks would be a good service for entrepreneurs new to managing the finances of their small business. Its upgraded plans would also be well suited to small businesses with more than one employee.

However, as your business expands and you find you want an expense tracking service that keeps more features all in one place, you may need to look beyond ZipBooks. Or, if you’re frequently traveling and need a robust mobile app, you might prefer another company that can deliver a better mobile product.

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