Transactions

Manage banks, reconciliation, categories, tags and bills related to your books

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29 articles in this collection
Written by Karin Hernandez

How do I create a recurring transaction?

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Written by Karin Hernandez
Updated over a week ago

How do I import transactions from QBO?

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Written by Karin Hernandez
Updated over a week ago

How do I confirm or delete multiple transactions at once?

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Written by Karin Hernandez
Updated over a week ago

How are credit card and other payments recorded in my account?

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Written by Karin Hernandez
Updated over a week ago

How do I mark a bill as paid?

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Written by Karin Hernandez
Updated over a week ago

How do I create debits and credits manually?

Viewing and creating debits and credits using Advanced View in Transactions
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Written by Karin Hernandez
Updated over a week ago

How do I set up new or custom categories?

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Written by Karin Hernandez
Updated over a week ago

How do I record the transfer of money between bank accounts?

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Written by Karin Hernandez
Updated over a week ago

How do I reconcile my bank account?

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Written by Karin Hernandez
Updated over a week ago

How do I bulk categorize transactions?

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Written by Karin Hernandez
Updated over a week ago

How do I tag transactions?

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Written by Karin Hernandez
Updated over a week ago

How do I create and use custom tags in ZipBooks?

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Written by Karin Hernandez
Updated over a week ago

How do I change a category that ZipBooks auto-categorized?

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Written by Karin Hernandez
Updated over a week ago

How do I attach receipts or other documents to my transactions?

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Written by Karin Hernandez
Updated over a week ago

How do I add a sales transaction or deposit to my account?

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Written by Karin Hernandez
Updated over a week ago

How do I view, filter, or sort my transactions?

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Written by Karin Hernandez
Updated over a week ago

Can I create a bank account category, even if I don't link my bank account to ZipBooks?

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Written by Karin Hernandez
Updated over a week ago

How do I track outstanding bills in ZipBooks?

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Written by Karin Hernandez
Updated over a week ago

How do I match transactions in my books?

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Written by Karin Hernandez
Updated over a week ago

How do I mark a transaction as a 1099 expense?

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Written by Karin Hernandez
Updated over a week ago

How do I add a new transaction?

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Written by Karin Hernandez
Updated over a week ago

How do I create a credit card category?

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Written by Karin Hernandez
Updated over a week ago

How do I import my chart of accounts?

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Written by Karin Hernandez
Updated over a week ago

How do I add an expense transaction?

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Written by Karin Hernandez
Updated over a week ago

How do I show category codes in my chart of accounts?

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Written by Karin Hernandez
Updated over a week ago

How do I export transactions?

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Written by Karin Hernandez
Updated over a week ago

How do I import transactions into ZipBooks?

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Written by Karin Hernandez
Updated over a week ago

How do I connect a bank account?

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Written by Karin Hernandez
Updated over a week ago

How do I split a transaction?

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Written by Karin Hernandez
Updated over a week ago