Transactions
Manage banks, reconciliation, categories, tags and bills related to your books
By Alexander1 author31 articles
- Why do I need to categorize transactions?
- Why does my bank become disconnected?
- How do I create a recurring transaction?
- How do I confirm or delete multiple transactions at once?
- How are credit card and other payments recorded in my account?
- How do I mark a bill as paid?
- How do I create debits and credits manually?
- How do I set up new or custom categories?
- How do I record the transfer of money between bank accounts?
- How do I reconcile my bank account?
- How do I bulk categorize transactions?
- How do I tag transactions?
- How do I create and use custom tags in ZipBooks?
- How do I change a category that ZipBooks auto-categorized?
- How do I attach receipts or other documents to my transactions?
- How do I add a sales transaction or deposit to my account?
- How do I view, filter, or sort my transactions?
- Can I create a bank account category, even if I don't link my bank account to ZipBooks?
- How do I track outstanding bills in ZipBooks?
- How do I match transactions in my books?
- How do I mark a transaction as a 1099 expense?
- How do I add a new transaction?
- How do I create a credit card category?
- How do I import my chart of accounts?
- How do I add an expense transaction?
- How do I show category codes in my chart of accounts?
- How do I export transactions?
- How do I import transactions into ZipBooks?
- How do I connect a bank account?
- How do I delete a bank account?
- How do I split a transaction?