ZipBooks
ZipBooks
13 reviews
WH Score
8.3

Top ZipBooks Features

What are the Best ZipBooks Features?


Accounting Features

  • General Ledgers
  • Invoicing & Billing
  • Estimates & Quotations
  • Reconciliations

Cash Flow Management

  • Payment Processing
  • Continuous Accounting
  • Billing Model Management

Tax Management

  • Tax Calculation & Filing

Supported Tax Forms

  • W-9
  • W-2
  • W-4
  • 1094
  • 1095
  • 1096
  • 1099
  • 8974
  • 940
  • I-9

Expense Management

  • Expense Allocation
  • Spend Limits

Payment Options

  • Direct Deposit
  • Direct Payment
  • Checks
  • Digital Wallet

Payment Partners

  • PayPal

Inventory Management

  • Vendor/Supplier Management

Portal Types

  • Customer/Client Portal

Collaboration Tools

  • Workspace

File Management

  • Document Tagging
  • Document Locking
  • File Sharing
  • File Transfers
  • File Attachments
  • Digital Forms

Customizable Items

  • Custom Fields
  • Custom Reports
  • Custom Forms
  • Custom Branding

Reminders/Alerts

  • Account Alerts
  • Payment Reminders

Drag-and-Drop Builders/Designers

  • Report Builder
  • Form Builder

Workflow Automation

  • Billing Automation
  • Recurring Payments

Reporting & Analytics

  • Time Tracking
  • Expense Tracking
  • Benchmarking
  • Dashboard
  • Financial Statements
  • Compliance Reports
  • Budget Reports
  • Tax Reports
  • P&L Statements
  • Payments Reports
  • Billing Reports
  • Trend Reports

Report Management

  • Report Filters
  • Report Publishing

Data Migration

  • Data Import
  • Data Export

Systems/Administrative

  • Centralized Console
  • Storage
  • Segmentation/Grouping
  • Bulk Actions
  • Multiple Currencies

Third-Party Integrations

  • Salesforce
  • Slack
  • Square
  • Gusto

Supported Technologies

  • Artificial Intelligence (AI)
  • Machine Learning (ML)

After-Sales Service

  • Chat Support
  • Forum
  • Product Guide/Manual
  • Training/Tutorial

ZipBooks Top Features Related Review


J
Joshua
Reviewed on 28 April 2023

Zip Books is great

With ZipBooks, I can easily track my time and generate invoices in seconds, which was previously a time-consuming process. Using other online invoicing services was costly, and real-time tracking was often unavailable. However, ZipBooks' affordable plan with comprehensive features has allowed me to streamline my workflow, and I can manage everything through one platform.

Pros
  • ZipBooks' standout qualities are its user-friendly interface, comprehensive financial tracking features, and the ability to generate unlimited invoices and customer accounts through their free plan, which is unparalleled by any other service
  • The ZipBooks free plan is ideal for freelancers who do not require real-time tracking but want to send e-invoices
  • After testing and using ten different online providers, I chose ZipBooks due to this feature
  • I quickly realized that I also needed real-time time tracking, and ZipBooks' plan for adding this feature was very affordable compared to the competition
  • The app is incredibly efficient, as it allows me to create projects and start working right away
  • When I'm ready to invoice, I simply select the customer, and the system automatically adds and calculates the time spent on the project
  • Using ZipBooks has streamlined my workflow, as I no longer need to use multiple apps for invoicing and tracking.
Cons
  • The only drawback I have encountered is that the invoice template is not customizable beyond a few preferences, such as accent color
  • Although the layout of the invoice remains the same, the template is still visually appealing.

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