ZipBooks Questions & Answers

To confirm or delete multiple transactions at once in ZipBooks, follow the steps given below:

• Open your ZipBooks account
• Navigate to the 'Transactions' tab
• Choose the checkbox next to each transaction you wish to confirm or delete
• Utilize the bulk actions to confirm or delete all selected transactions at once as per your requirements

To connect your Square account in ZipBooks, follow the steps given below:

• Open your ZipBooks account
• Navigate to 'Settings'
• Search for 'Integrations'
• Find ‘Square’
• Click to initiate the integration
• Follow the prompts to link your Square account

In ZipBooks, you cannot directly assign a single project to multiple clients. To involve multiple clients, you can utilize tags or create separate projects under each client.

To create an accounts receivable report in ZipBooks, follow the steps given below:

• Open your ZipBooks account
• Navigate to 'Reports'
• Click on 'Accounts Receivable' or 'Aging Report'
• This report helps in tracking receivables across specified time frames by displaying outstanding bills and payment information.

To update your contact information and company details in ZipBooks, follow the steps given below:

• Open your ZipBooks account
• Navigate to 'Settings'
• Click on 'Company Information'
• Now, you can update your contact details, company address, phone number, and other key information
• Save the changes

To upgrade or change my subscription in ZipBooks, follow the steps given below:

• Open your ZipBooks account
• Navigate to the 'Settings' section
• Find the 'Subscription' or 'Billing' option
• To upgrade or modify your subscription, select a new plan, go over your options, and follow the on-screen instructions.

To add team members to my account in ZipBooks, follow the steps given below:

• Open your ZipBooks account
• Navigate to 'Settings'
• Click on 'Team'
• Choose 'Add Team Member'
• Input the required details
• Assign permissions based on their role
• Invite them to collaborate on your ZipBooks account.

ZipBooks price information states that you can only link one bank account to your account with the free 'Starter' plan. You would need to upgrade to a higher plan, such as 'Accountant', which permits multiple connections, if you wish to link to more than one bank account.

To add documents to my ZipBooks, follow the steps given below:

• Adding documents to a transaction

Open Your ZipBooks account

Navigate to the specific invoice, bill, or expense

Press on the ‘Attach Documents’ option

Select the document you wish to upload from your device

Hit 'Upload'

• Adding documents directly to the 'Documents' section

Navigate to the 'Documents' section

Click on the 'Upload Document' button

Choose the file from your device

Add Tags if required