ZipBooks Erfahrungen

I love the simplicity of ZipBooks and that it doesn't require a software installation. It has all the features I need to run my business without having to pay or wade through features I don't need.

Nothing so far. If my needs expand I can migrate to something more robust.

I love the fact that I can set up and send an invoice in a few minutes, pulling in existing products and services (complete with description). The addition of a time tracker was unexpected and very appreciated! I use it to keep track of the hours spent on certain projects with those clients that prefer hourly payment over per-project pricing. ZipBooks also allows for past hours tracked that are unpaid to be automagically pulled into a new or an existing invoice, making it super simple to make sure everything is included in an invoice before sendoff. The invoices are simple, clean, beautiful and there is an "include PDF" option when sending out the invoice to clients (for those that prefer to print out and save their invoices). The customer support is phenomenal -- the support staff is friendly and helpful.

It's still a relatively new software, and I was one of the early adopters, so there were a few minor bugs and quirks in the past. The good thing is, most of the bugs are squashed, and the roadmap for the future of the app looks very bright!

A beautiful interface with a clean layout gives you the first impression you are in an elegant accounting program. It also gives you step by step guides to connect banks and the progress of your connections. The ai is smart and will often correctly label your transactions.

The most major problem is, the software doesn't connect correctly to my Credit Union. It would show a balance of 3-4 past transactions, however have ALL the transactions in there.

Working with customer service is annoyingly slow. Response times in my experience have been days and I am a paid member. Along with the responses are silly gifs some people may dig, but when you have a problem, it's downright insulting.

After customer service realizing I was on an old system, they had it upgraded and wanted me to re-connect my Credit Union. As a result every transaction was gone! So years of balancing my business was vaporized. Thank god I didn't trust their customer service rep and exported everything prior to doing such a poor suggestion.

I have been using Zipbooks since last year and I have enjoyed the ease of use. They clean interface is very appealing. Have basic project management with tasks. My most used feature is invoicing which takes away my need to send invoices via email. Expense tracking is also on point.

So far I'm using Zipbooks as my default bookkeeping software. They were kind enough to extend a forever plan being an early adopter.

Support team is very responsive.

Project management is very basic.

I had to do a lot of manual work merging repeating transactions when I connected PayPal account and bank account since PayPal was pulling money from the bank. It would be nice to have a system that detects duplicate transactions.

Changing a transaction that is attached to a paid invoice turned the invoice to draft even if the invoice was marked as paid.

For this software things I like and appreciate the best is the customer support. I have needed on-line chat several times and they always answer, but goes a step farther in teaching me what I need to know to prevent this mistake from happening again and repeating. I also like how easy it is create an invoice.

The cons for me or a limited amount reports, lack of export options, and the large difference in categories.

ZipBooks makes tax time easy - in the past I struggled to gather all the information needed to file taxes for our small business - after using ZipBooks for the last year, taxes are a breeze and I no longer dread the day(s) spent preparing my tax returns.

I wish there was a little more on the free tier - they do a lot to make you buy a subscription, which is an understandable business model, but sometimes I wish things like syncing a bank account more than once a day (especially if you have to change your password on the banking website) were included in the free tier.

It is easy to use and pretty intuitive. Not too difficult to learn and deploy. Was impressed that was able to get up and running quickly with little accounting background!

My bank had gone through a change where they went from a .com to a .bank and I was not able to change the bank information for automatic reconciliation.

Nice UI, very easy to use and teach new team members how to track their time per projects. Makes a simple process (project time tracking) a simple task for team members to achieve per week.

The mobile applications can use some work. The iOS application is pretty buggy, but accessed through the web, it is pretty flawless.

At the end of this day, this has streamlined how I send invoices and receive payments, without having to think about the software. That's a win for me.

There are some aspects of the UI that feel a bit bloated and unnecessary. Could be streamlined some.

Easy to pull reports when I need them. Used to have bookkeepers as well

Can't easily do deferred revenue, so it's not ideal for SaaS where upfront payments are involved

Easy to use, Great Customer Service, Available when you need it, Accounting made easy and management of clients is great. Invoicing is a breeze, even on the fly. Swayed from Wave Accounting for Zipbooks time keeping feature and decided against Quickbooks because of its pricing structure.

Managing transactions is automated with your linked bank account. But, entering transactions manually is tricky. The user must keep a close eye on transactions so the software reconciles accurately. But, this could be relevant to any accounting software...

Doesn't matter what I liked because the bugs in this system outweigh the good now I am loosing money

The bugs it is really buggy and things happen that cannot be explained

You don't need to be certified to use it! Unlike other accounting options :). It was easy to use, the reports were great and it helped for invoicing, time tracking and accounting.

They are still growing their integrations to work with other software and solutions so you can't connect with very many apps outside paypal, stripe, and wepay.

It it enormously usable for the stuff I daily face with

I see almost no problem in this application

- Simple, Attractive User Interface. Not difficult to learn or teach staff. Easy for customers to interact with.
- Shout out to the support staff who has been stellar at listening and resolving issues.

Growing company always have hiccups but they are always responsive and willing to listen to customers and fix things ASAP

The interface is very modern, responsive, and easy to navigate. I moved from QuickBooks to ZipBooks due to a recent price increase, and I haven't looked back. It has most of the features from QuickBooks that I needed, plus I actually enjoy working in ZipBooks because the app just works.

It could allow a bit more invoice customization, like being able to set a NET-15 / NET-30 on a recurring invoice rather than it being due on receipt. Other than that, it's worked pretty well.

Free.

Connects with PayPal, Stripe and WePay.

Clean simple web interface.

Really good tool to help you with the accounting books of startup, you can create online invoices, track time, bills, etc

It is a very complete software and easy to use, I have no complaints about this software, really it works very good

Easy to set up and easy to use. Great mobile app. Free!

Free, easy to use, professional and helpful customer support. It allows you to sync your bank account information into the system to save time.

Sometimes the sync does not work properly and you have to re-link your bank account to ZipBooks or refresh several times.

It looks nice and relatively polished, it's easy to navigate, and the setup process (seems) pretty easy.

The setup process is bizarre. Only after I had received a payment, I was told they were holding my funds until I sent them my Social Security Number USING LIVE CHAT, which is absolutely insane. The live chat provider they use, in fact, specifically says it is not secure enough for that, and forbids them from doing so in their Terms of Service.

Additionally, weird features are gated on the free plan. For example, you can't see your notifications.

The software was easy to use and intuitive.

They deleted my account without warning.

As a small business owner, Zipbooks helped me organize my finances and keep track of what was going on in my business. I even used Zipbooks to produce all the financials to sell my business.

When I started, it didn't offer all of the things that Quickbooks had, but it seems like they are adding features regularly. For a free software I really don't have any complaints at all.