ZipBooks vs AccountEdge

Last Updated:

Our analysts compared ZipBooks vs AccountEdge based on data from our 400+ point analysis of Accounting Software, user reviews and our own crowdsourced data from our free software selection platform.

AccountEdge Software Tool

Product Basics

ZipBooks is a cloud-based accounting and invoicing platform designed for entrepreneurs and small businesses. It works independently or with certified accountants who will prepare monthly financial statements for a user's business.

It's also available as an iOS app with credit card processing, chart of accounts, business listings, machine learning, time tracking, team management and other capabilities that are specifically designed for the app.
read more...
AccountEdge helps small businesses establish inventory, billing, managing contacts, creating and tracking sales and purchases. It’s compatible with both Mac and Windows operating systems. An on-premise and accounting management solution, it gives users the freedom to create an eCommerce platform where they can sell items online using Shopify, download orders directly to the account and synchronize the inventory items for selling. The banking tool gives users the freedom to receive and send money, create bank deposits, print checks and account reconciliation. The purchase order feature enables users to create and track purchase orders and bills. It handles every aspect of business and gives the owners the ability to organize, process and report financial information.

read more...
$15 Monthly, Freemium
Get a free price quote
Tailored to your specific needs
$20 Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • User-Friendly Interface: Users don't require a master's degree in accounting to operate ZipBooks because its features and interface are intuitive, making it easy to use no matter the level of experience.  
  • Affordable: ZipBooks offers four payment options with distinct features such as free, smarter, sophisticated and the accountant plan offers adjustable pricing. This makes it a viable option for anyone with a small budget, such as small businesses or freelancers trying to get their careers off the ground. 
  • Knowledgeable Experts: ZipBooks' certified bookkeepers can provide users with financial advice and recommendations when assisting with accounting practices. 
  • Record and Document Tasks: Keeping track of every task, project and file can be cumbersome. Thanks to ZipBooks, users can create and allocate responsibilities to specific projects so everything is chronicled and accessible in one place.  
read more...
  • Quotes and invoices: Create personalized quotes and invoices. Convert quotes to invoices with a click. 
  • Cost-effective: Pay only a one-time fee charged for each plan. This means extra payments are to be made only when the users purchase available add ons.  
  • Compatibility: Use Pro on Windows or Mac or get a mobile app for iOS devices. Access data without leaving the comfort of the desktop application with Connect. Get all the desktop features with Pro Hosted.  
  • Easy Installation: Get it up, running and access a vast amount of information within minutes. Learn more about using the platform by logging in to the user forum on the community page. Enjoy the simple to use interface and flexible reporting system. 
  • Simple Reporting: Look up information in numerous ways. Drill down into accounts and transactions with the interactive balance sheet and profit and loss reports. Slice and dice data for analysis. Easily control services from quote complete to invoice delivery. 
  • Time Billing and Retainers: Review how much money a client has to deposit and what is to be billed at the end of the month. Easily log in on-site with the quick interaction on the mobile app. 
  • Reconciling Statements: Find the amount by viewing them by debits or credits. Change marked items to blue which makes scanning the remaining numbers easy. 
  • Easy Job Budgeting And Analysis: Ensure easier functionality with new buttons added under budget analysis. Edit amounts for the job, calculate and display adjusted budgets and compare the actuals, in one window. 
  • Reminders: Add promise date as a reminder for the completion of job schedule. 
read more...
  • Accountant Access: Users can easily share information with accountants and financial experts with ZipBooks' accounting accessory. This tool enables users to effortlessly track routine transactions and extend completely accurate data for filing taxes, preparing financial reports and asking for sound financial advice to their accountants. The accounts receivable feature enables users to monitor invoices and payments so the money they make and amounts they owe will promptly update in their accounts receivable reports. Users can also review what their clients have already paid, outstanding amounts and the normal amount of time it takes them to pay. Transactions made outside of ZipBooks can be added manually for full accuracy. 
  • Oversee Accounts Receivable: The accounts receivable tool enables users to review their accounts receivable history while also providing smart insights on which particular accounts are paying in a rational timeline. This module also extends an elaborate list of customers who make late payments so users can establish more payment reminders. Users can also create a snapshot of general payment trends in a given year for proper budgeting.  
  • Perform Accurate Bank Reconciliations: Users can employ the bank reconciliation extension in the accounting tool to automatically transfer transaction information into their ZipBooks account so they can always see the most current account balance. This function also allows users to sort and study transactions by placing a checkmark on each transaction that appears on users' bank statements. ZipBooks will even monitor transactions that aren't verified so users will always stay in the know about their finances. Other extensions included within the accounting tool include bank connecting, auto-categorization, chart of accounts, project accounting and tagging. This tool is also supplied with several reports such as aging, balance sheet, general ledger, income statement, taxes invoiced and trial balance. 
  • Regulate Billing Processes: ZipBooks' billing management accessory allows users to choose regular or subscription-based invoicing for constant billing to fit their needs. Users can personalize their invoices with logos, particular colors and contact information. This tool can also trace customer payments, invoice history, overdue balances and collected taxes and alert users when an invoice has been paid. The credit card processing extension enables users to accept payments from every major credit company from approximately 22 various countries. Users can also take digital payments from Square and PayPal.  
  • Initiate Concurrent Bills: Thanks to the recurring billing function, users can set up future payments and never worry about them getting to the right customer again. There are dynamic features users can adjust to instantly autofill invoices with precise customer information. This function can immediately bill customer credit cards on a monthly basis and securely store credit card information. Other functions that come with the billing module include estimates, invoices, customer management, mobile access, multi-currency, reminders, saved items, team management and time tracking.  
  • Machine Learning Insights: ZipBooks' machine learning function of the intelligence module is similar to adding a supercomputer to a user's team because it blends work with research to immediately pick a category for each transaction. The more users work with the machine learning tool, the more it can learn about the way they chronicle and sort their transactions until it can auto-categorize. If there's a classifying error, users can make the correction and the extension will learn from its mistakes. The machine learning function will also categorize every bank transaction that a user imports and provide a confidence score based on their accounting knowledge and history.  
  • Thorough Business Wellness Check: Users can implement the business health score extension to check and finetune the health of their business that will aid in making better business decisions. This function can search for concurrent clients, punctual payments, sales growth and repeating revenue. Other helpful functions within the intelligence accessory include invoice quality score, recommendations and smart search.  
  • Manage Billable Expenses: To get reimbursed for expenses users' business accrue for customers such as paint supplies needed to paint a house or parts to fix a car, users can develop a transaction, mark it as billable and add the name of the client to be billed with the billable expenses function in the expense management tool. The expense will be added to the customer's invoice. The vendor management extension enables users to view expense histories, keep vendor contact information updated, and review payments owed. When users attach a bill or expense to a vendor's name, ZipBooks will instantly pinpoint general contacts as vendors. If users no longer use someone as a vendor but want to keep their contact information handy, they can easily change the name back to contact. Other functions included in the expense management module include receipt saving and split categories. 
  • Deliver Review Invitations: ZipBooks' growth accessory's reviews extension enables users to automatically or manually send invitations via email or text message to clients to review their business online. Users can employ ZipBooks' widget component to share customer reviews onto their website. This extension also allows users to reply to customer reviews on Google, Facebook, Yelp and other platforms. 
  • Locate and Manage Search Ranks: The ranking function in the growth module permits users to see where their business ranks in search results based on specific keywords customers may use when searching for a business, service or product on maps, computers or mobile search apps. Users can accordingly add keywords for more insight and install parameters to identify searches within particular target areas. This function also allows users to track the progress of their rankings such as rising, falling or consistencies. Other extensions within the growth accessory include widgets and business listings.  
read more...
  • Accounts: Maintain charts of accounts. Choose from over 100 templates in Pro or create templates. Create a budget for any active account or for each job and project by tracking individual jobs. 
  • Banking: Set up and manage all bank related activities, which includes importing bank statements for reconciliations. Connect credit card and bank accounts to the application with automatic bank feed options. 
  • Contacts: Manage all customers, vendors and employees from a central location. Attach documents or contracts to vendor files, add a photo or create custom letters for the customers. 
  • Sales: Create a quote, process a sales order, create an invoice for a customer and accept customer payments for all open orders. Make shipping the product easy by integrating the invoice with UPS and providing customers with the tracking details. Place comments and choose how to deliver invoices. Create sales orders for customers that pay in advance. Accept credit card payments and record incoming payments by creating an account with Merchant Account. Manage online sales and inventory by syncing online stores using Shopify connector. Attach a document to invoices and purchases to enable tracking of warranties and package slips. 
  • Time billing: Track time and bill customers with Pro. Track billable and non-billable hours spent on the project or track employee time for billing purposes. Remotely track time using Connect. Monitor all work in progress to bill the customers as the project continues. 
  • Purchases: Create a purchase order, convert a bill to an order, enter vendor accounts payable and pay them electronically or by check. Complete vendor payment electronically and process 1099 forms at year end for contractors, using information tracked in purchases.  
  • Payroll: Set up payroll using the payroll assistant. Do the calculations inhouse or outsource through SurePayroll. Get a variety of add-on options like direct deposit, payroll forms and e-file services when processing payroll in-house. 
  • Inventory: Add details about specific items as well as selling and buying options with the Pro inventory module. Assign multiple pricing levels to the products, get an alert when the stock drops below a specified point. Keep track of best-selling products, and even build items and kits. 
  • Purge Jobs: Remove unused, older jobs from a larger list. Delete the selected job and remove it from the transaction list. 
  • Custom List and Custom Fields: Track the jobs by adding custom list and custom fields upto the count of three. Define list names, list members and field names, and use a custom list as a filter for job reports. 
  • Customized Job Status: Check which job is pending, delivered or on hold by customizing the job status. 
  • Activity Slips: Track time tied to a job under the job list Window. Drill into the activity slip or print out a report.  
  • Transactions: Get easy access to a list of all the transactions under the job information window. Get information like quotes in summary or detail. 
  • Job Number: Automatically assign job number to each line of transaction when creating a sale to a customer that has a single job associated with it. Remove or overwrite it as and when needed.  
  • Job Address: Manually enter or automatically include address and contact information for a job from a linked customer address and phone number, especially in cases where the job is associated with site or location.  
  • Job Transaction Summary Report: Get a list of transactions, including quotes and orders that are associated with the specific jobs. Filter it out on the basis of type, sales and purchase order.  
  • Emails: Use merge tags to create email templates. Include additional email addresses and choose an email address from Card. Open and view the email in the email client instead of it being automatically sent. 
  • Search Option: Search by account number or account name and use starts with/contains filters. Search account list by number or name and look by contact on the cards list. Identify unknown or forgotten company names by using search from list on transactions. 
  • Paid Stamp: Avoid confusion when re-sending a copy of a paid invoice to a client with a paid stamp which is a custom field and can appear on printed and PDF sales form. 
  • Deleting Deposits: Edit or delete the deposit payment after an order has been converted into an invoice. 
  • Calendar Event: Create a calendar event in the MacOS Calendar app, while recording the transaction or when the payment is due. Reminders can also be created from the card file. 
  • Add Note: Remember why the inventory was adjusted or created a particular job entry by adding a note to all the transactions. Check stubs and other transactions by adding a note field to the appropriate report.  
  • Forecasting with Recurring Sales: Get a more accurate estimation of financial situation at a point in time. Only get relevant fields displayed when the radio button is used. 
  • Company Data Auditor: Make sure that the financial information is accurate, protected and balanced. Backup and verify the company file with the audit tools. Lock down reconciled financial data, keep an audit trail and run reviews to make sure the numbers are in balance. 
read more...

Product Ranking

#33

among all
Accounting Software

#171

among all
Accounting Software

Find out who the leaders are

User Sentiment Summary

Excellent User Sentiment 300 reviews
Great User Sentiment 176 reviews
92%
of users recommend this product

ZipBooks has a 'excellent' User Satisfaction Rating of 92% when considering 300 user reviews from 5 recognized software review sites.

88%
of users recommend this product

AccountEdge has a 'great' User Satisfaction Rating of 88% when considering 176 user reviews from 2 recognized software review sites.

5.0 (15)
n/a
4.8 (78)
n/a
4.5 (93)
4.36 (88)
4.5 (99)
4.4 (88)
4.1 (15)
n/a

Awards

ZipBooks stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

we're gathering data

Synopsis of User Ratings and Reviews

Free Plan: ZipBooks offers a free plan that includes unlimited invoices, the ability to accept digital payments, and basic reporting features, making it a cost-effective solution for freelancers and small businesses with basic accounting needs.
User-Friendly Interface: The platform is known for its intuitive and easy-to-navigate interface, allowing users to quickly create professional invoices, track expenses, and manage their finances without extensive accounting knowledge.
Time Tracking: ZipBooks includes time-tracking tools that enable users to accurately record billable hours for projects and clients, simplifying the process of generating invoices based on actual time spent.
Integrations: ZipBooks integrates with popular payment gateways like PayPal and Square, as well as other business tools such as Slack and Google Calendar, streamlining workflows and reducing manual data entry.
Show more
Strong Support: Users consistently praise AccountEdge's helpful and responsive customer support team.
Desktop Functionality: Many users appreciate that AccountEdge is a desktop-based application, which they find more reliable and secure than cloud-based alternatives.
Industry-Specific Features: AccountEdge offers specialized features for various industries, such as construction and manufacturing, making it a good fit for businesses with specific accounting needs.
Show more
Limited Integrations: ZipBooks may not integrate with all the applications a business uses, potentially leading to manual data entry and reduced efficiency.
Scalability Concerns: Some users have expressed concerns about ZipBooks' ability to handle the needs of larger businesses or those with more complex accounting requirements as they grow.
Customer Support: While ZipBooks offers support, some users have reported challenges in obtaining timely or comprehensive assistance for their inquiries.
Show more
Usability Challenges: Some users find AccountEdge less intuitive than other accounting software options, requiring a steeper learning curve to navigate its features effectively.
Limited Features: AccountEdge may not offer the same breadth of features as some competitors, potentially lacking specific functionalities that some businesses require.
Higher Cost: AccountEdge's pricing structure can be more expensive compared to other accounting software solutions, potentially impacting budget-conscious users.
Show more

ZipBooks: Accounting made easy. ZipBooks is a cloud-based accounting software that helps small businesses manage their finances, but how does it stack up against the competition? Users appreciate its ease of use and affordability, making it a great choice for those who are new to accounting software or have a limited budget. The platform offers features like invoicing, expense tracking, and basic reporting, which are essential for many small businesses. However, some users have noted that ZipBooks lacks more advanced features found in other accounting software, such as inventory management and in-depth financial reporting. Additionally, customer support has received mixed reviews, with some users finding it helpful while others have experienced challenges. One of ZipBooks' unique features is its integration with popular business apps like QuickBooks, Google Drive, and Salesforce, allowing for seamless data transfer and increased efficiency. The software also includes project management tools, which can be beneficial for businesses that need to track time and tasks. ZipBooks offers a free starter plan, making it an attractive option for budget-conscious businesses. Paid plans provide additional features, such as payroll integration and reputation management. Overall, ZipBooks is a solid choice for freelancers and small businesses that prioritize ease of use and affordability. However, businesses with more complex accounting needs or those requiring extensive customer support may want to explore other options like QuickBooks Online or Xero.

Show more

Want to know if AccountEdge will give you an edge in accounting? AccountEdge is a popular accounting software for small businesses, especially those familiar with desktop-based applications. Users praise its comprehensive features, including general ledger, accounts payable/receivable, invoicing, and inventory management, all without requiring a subscription like QuickBooks Online. Many find it easier to use than QuickBooks, citing its intuitive interface and logical workflow. However, some users point out its limitations for businesses with complex needs, such as limited integrations with other software and a lack of advanced reporting features. AccountEdge shines for small businesses seeking a robust, desktop-based accounting solution with a one-time purchase cost. Its ease of use and comprehensive features make it ideal for managing day-to-day finances, especially for those who prefer a traditional accounting software experience. However, businesses requiring advanced features or extensive integrations might find AccountEdge limiting and should consider cloud-based alternatives.

Show more

Screenshots

Top Alternatives in Accounting Software


Accounting Seed

Acumatica

BQE Core

Dynamics 365 Finance

FreeAgent

Freshbooks

Manager

Odoo Accounting

Oracle Financials Cloud

Patriot Accounting

QuickBooks Online

Sage 50cloud Accounting

Sage Intacct

SAP Business One

SAP S/4 HANA Finance

TallyPrime

Wave Accounting

Workday Financial Management

Xero

ZarMoney

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings