How do I add team members to my account in ZipBooks?

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