Transactions

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

Karin Hernandez avatar
31 articles in this collection
Written by Karin Hernandez

Why does my bank become disconnected?

Bank connections require maintenance from time to time
Karin Hernandez avatar
Written by Karin Hernandez
Updated this week

How do I create a recurring transaction?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I import transactions from QBO?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I confirm or delete multiple transactions at once?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

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

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I mark a bill as paid?

Karin Hernandez avatar
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
Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I set up new or custom categories?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

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

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I reconcile my bank account?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I bulk categorize transactions?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I tag transactions?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I create and use custom tags in ZipBooks?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

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

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

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

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

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

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

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

Karin Hernandez avatar
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?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I track outstanding bills in ZipBooks?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I match transactions in my books?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I mark a transaction as a 1099 expense?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I add a new transaction?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I create a credit card category?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I import my chart of accounts?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I add an expense transaction?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

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

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I export transactions?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I import transactions into ZipBooks?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I connect a bank account?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago

How do I delete a bank account?

Please contact us for assistance.
Karin Hernandez avatar
Written by Karin Hernandez
Updated this week

How do I split a transaction?

Karin Hernandez avatar
Written by Karin Hernandez
Updated over a week ago