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ZipBooks Tutorial 2024 _ How To Use ZipBooks For Beginners (Step By Step)
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Jun 9, 2024
The video "ZipBooks Tutorial 2024: How To Use ZipBooks For Beginners (Step By Step)" is a comprehensive guide for newcomers on using ZipBooks, an accounting software. It walks viewers through the basics of setting up their account, managing finances, invoicing, tracking expenses, and generating reports. This step-by-step tutorial is designed to help beginners effectively utilize ZipBooks to streamline their accounting processes in 2024.
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Zipbooks tutorial. How to use Zipbooks for beginners. Hey guys, welcome. In this video, I'm giving you a
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tutorial on Zipbooks and how you can use this powerful tool for your accounting needs and more. So
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let's get into it. First of all, what you guys need to do is you're going to go to Zipbooks.com
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and you will get on this software right here. Zipbooks is an accounting software that gives you a lot of
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different tools and options to create invoices. You will be able to create expenses
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keep track of everything and you will be able to run a successful business online
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So how to get started with ZipBooks. It's actually available for free and you can just click on sign up and you will be able to
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create a new account. So you can see this actually takes us to the pricing plan here
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In pricing plan we have a free version. So you can just get started with this one
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And then we have a smarter for $15 per month. Then we have sophisticated for $35 per month
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And then we have an accountant for you. custom pricing and custom features. So it's not that expensive, very affordable platform
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and very easy to get started. So I'm going to actually get the free version right here
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click on sign up, and now I will just log in with my Google account. So after the initial sign up
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or sign into your zip books, this is where you will land. This is our main dashboard
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and I'll show you around how to use zip books. Here at this side of the screen, you'll be able to
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see your home. And here we have invoices, transactions, report, contact, tracking, and payroll
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And this is my financial performance here. I can scroll down to check out some expenses
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This is like an overview of what's happening within my zip books. And at the top right here, we have this clock given for the time track
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Then we have invoices, again, transactions, reports, and more. Click on more and you will get all of the different tools inside your zip books
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We have inside invoices, we have invoice, estimate, recurring item and reminders
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In transactions, we will be getting transactions, manage banks, category and bills. In report, we will be getting all financial statements, accounting and
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tax, sales expenses, teams and tracking. In contact, we will be getting all customers and
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vendors. In tracking, we will be able to track time, projects, time pay, and in accountant
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we have company payments and more. So let's actually get into it. The first thing that I do is
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let's actually create the contacts here and then with each contact, we will be able to create a new
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invoice or an expense So once you get to contact here you going to click on import or what you can do is you can create one manually So to create a new contact you have to enter the first name last name contact email
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company name, department name, and their address right here. So let me actually fill it in
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So you can see, I have added the every information here. You can scroll down to add a website as well
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And then we can add any kind of note as well. For instance, new contact for testing. Of course
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you will add notes according to your work. Click on save and a new contact will be
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saved on your zip books. So you can see right here, now we have a new contact created and they have
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their company here. It will also show me the revenue and expenses of this contact right here
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So I can now import like a complete list here and then I will be able to of course, you know
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check out all the contacts. So once the contact is created, now let's actually move on to the invoice
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section here. Inside invoices, we have estimates to recurring profiles, items and reminders. So we can
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to the item section first and create an item and then according to that item i will create an invoice
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click on this plus button right here and it will allow you to add a new item so the display name for my
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item is for instance let's just call it test item then we have to enter a display description so again
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i'm just going to write the word test so that i have an idea this one i created for the purpose of the
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video moving on we have the price for the item so the price for this item is for instance it was actually an
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online session that we sell. So for the price for that one is, let's say, $70. Then I can add a group
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The type is going to be invoice or bill. So this, we actually do invoices for this one
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Then we have notes and now I'm going to click on save and a new item will be created. So you can
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see this is my item that I created. I'm going to go to the invoices now. Inside our invoices
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again, we have this plus button right here. Click on plus and then we have create an invoice
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So first of all, upload an image. So if you have any image you want to upload, you will be able to drag and drop here or upload
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Then we have to enter a customer. So in customer, we can select the customer from here
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And I'm going to add the customer that we just create it. And then we have the title
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So the title for this one is, let's say it's an invoice which is test
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So I'm just going to write the word test here. So at the bottom here, like if you scroll down a little bit, we have different items that we can add
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So we have one item list here. in item what i will do is hit this plus button and it will open up the item list that we already had So I going to go with the test item that we created
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And you can see here we have ours. The rate was $70. So the total is $70 again
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If I want to add another item, I can add more items here. If I want to customize the ours here, for instance, if I go with two and if I go with, let's say, three
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So it will, you know, add the amount here and give me the total
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We can also, you know, change the currency very easily on our zip books
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You just click right here on the currency and you will be able to select from the currencies given
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Once the invoice is done, what you can do is click on save or add a payment or finalize for sending
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So if you want to send it right now, you can do that or you can just click on save and your invoice will be saved
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So you can see this is actually a test invoice. This is what it looks like when you create an invoice on zip books
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very good professional invoice. Moving on, we have Estimate. So in Estimate, again, you will get the plus button right here
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Click on Plus and create your estimates. Upload a picture. Enter the title and then we have the item names and you will be able to create it
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You can also create recurring profiles here and recurring payments. So this is how we create invoices within Zipbooks
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So we have transactions. So here I will be keeping track of all of my expenses, sales and bank transactions
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If you want to add any transaction, hit plus. And here we have like custom, transfer, deposit or expense
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So we have four things here. If I want to create like a custom transaction, click on custom and just enter the transaction
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date, name, details, and you will get a transaction too. So if you want to import it from somewhere, then you will hit the import option and it will
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allow you to upload your CSV file. So similarly, we can also connect a
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bank here. So you can see connected bank and here you will add all of your bank details and you will also
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be able to simply add your transactions from your bank to your zip books. Then we have our report
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option. Report is actually an important part of our finances and of our accounting. So so within our
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finances statements and accounting and tax you can see we have income statement. We have balance sheet
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We have income statements, a percentage of the sales. We have cash flow statements. We have taxes
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invoiced general ledgers we have journals then we have sales expenses team and tracking So it has been divided into these sections so that we can keep track of everything within our reports and get reports and create reports for each of these sections separately
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So here you can see we have accounting and tech. So if you want to just go for any of these, for instance, we have income statement
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Click on Go and it will take you to your income statements here. It will show you the total sales you have, expenses operating income, other revenue, other expenses
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on net income. So ZipBooks is actually a really good platform. to go for if you're looking for all in one accounting software that kind of like completes
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all of your accounting needs for a business that you're running. Any kind of business you have
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you will be able to use Zip books. Then we have tracking here. So of course, if you want to keep
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track and if you do billable hours, then you need to track time and then create invoices according
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to that. We have a tracker given within. To track, all you need to do is just like the project
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that you have, you will select a customer and add a description. After that, you can just start your time
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and it will start, you know, counting. And then after that, you can add if it's a billable, if it's paid, if it's
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not paid. So this is how we create an invoice or keep track of our time using a project. So this is also
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really good if you do remote work and you need to keep track of the time people are working. So you will
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use the tracker within our zip books. So whoever uses these zip books, then
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the name is given right here that this person tracked their time and at the end we have a payroll
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so here you will be of course able to create a payroll for your team members and for your different
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customers too um at the top here we also have notifications and again click on more so you will get
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all of these options that i showed you i showed you invoice this transactions report contact
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tracking an account so you will be getting them here in teams if i click on account and go to teams this is
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where I will be able to add a team member. So you can see, click on this plus button and invite a team
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member by adding their email address, first name, last name, title, click on save and instant invite
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An invitation will be sent to them on their email address and they will join you on ZipBooks
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So this is how we add our team to ZipBooks and then keep track of our invoices, customers
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reports and more and actually meet all of our accounting needs. This brings us to the end of the
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video. I hope that I was a big help. Don't forget to give you. Give this video a big thumbs up, leave a comment down below, turn on bell notification and subscribe to YouTube channel
#Billing & Invoicing
#Bookkeeping
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