Keeping receipts is necessary for a business owner. But paperwork can be messy and space-consuming. ZipBooks gives you an easy way to keep your records, without the mess.

Here’s how:

1.Log in to ZipBooks and select Transactions from the menu.
2. Find the transaction you need and click on it or create a new transaction.
3. From the transaction expanded view, click Edit or Split. The Edit Transaction window will open.  

4. Scroll to the bottom of the window and you’ll see a box with the words “Drop to upload.” Click the small green + button and find the document you want to attach in your computer files. Or simply drag and drop it into the box in the transaction window. 

5. Click Save.

Add as many documents as you want to each transaction, and they’ll be there when you need them!

Did this answer your question?