# ZipBooks Help Center

> How can we help?

## Invoices

- [How do I create and send a simple invoice?](http://help.zipbooks.com/en/articles/2946838-how-do-i-create-and-send-a-simple-invoice.md)
- [How do I set up a recurring profile?](http://help.zipbooks.com/en/articles/3062455-how-do-i-set-up-a-recurring-profile.md)
- [How do I edit a payment on an invoice?](http://help.zipbooks.com/en/articles/3142429-how-do-i-edit-a-payment-on-an-invoice.md)
- [What is auto-billing?](http://help.zipbooks.com/en/articles/3062468-what-is-auto-billing.md)
- [What is a line item on an invoice?](http://help.zipbooks.com/en/articles/3030957-what-is-a-line-item-on-an-invoice.md)
- [Why does my invoice show Refunded?](http://help.zipbooks.com/en/articles/4971633-why-does-my-invoice-show-refunded.md)
- [How do I bill certain expenses to my customers?](http://help.zipbooks.com/en/articles/3062600-how-do-i-bill-certain-expenses-to-my-customers.md): Add billable expenses or import time entries into invoices
- [Will archiving an invoice exclude it from my reports?](http://help.zipbooks.com/en/articles/3030915-will-archiving-an-invoice-exclude-it-from-my-reports.md)
- [What is an Invoice Quality Score?](http://help.zipbooks.com/en/articles/3030711-what-is-an-invoice-quality-score.md)
- [How do I track invoice views?](http://help.zipbooks.com/en/articles/3028369-how-do-i-track-invoice-views.md)
- [How do I specify the due date on an invoice?](http://help.zipbooks.com/en/articles/3028366-how-do-i-specify-the-due-date-on-an-invoice.md)
- [How do I save an item or task for use on future invoices?](http://help.zipbooks.com/en/articles/3027982-how-do-i-save-an-item-or-task-for-use-on-future-invoices.md)
- [How do I send receipts instead of invoices to my customers?](http://help.zipbooks.com/en/articles/3027947-how-do-i-send-receipts-instead-of-invoices-to-my-customers.md)
- [How do I record partial payment of an invoice?](http://help.zipbooks.com/en/articles/3027942-how-do-i-record-partial-payment-of-an-invoice.md)
- [How do I pause an active recurring profile?](http://help.zipbooks.com/en/articles/3027708-how-do-i-pause-an-active-recurring-profile.md)
- [How do I import my existing invoices into ZipBooks?](http://help.zipbooks.com/en/articles/3027654-how-do-i-import-my-existing-invoices-into-zipbooks.md)
- [How do I sort or filter my invoices and estimates?](http://help.zipbooks.com/en/articles/2962189-how-do-i-sort-or-filter-my-invoices-and-estimates.md)
- [How do I delete multiple invoices or estimates at once?](http://help.zipbooks.com/en/articles/2962041-how-do-i-delete-multiple-invoices-or-estimates-at-once.md)
- [How do I create an estimate?](http://help.zipbooks.com/en/articles/2961960-how-do-i-create-an-estimate.md)
- [How do I change the currency on each invoice?](http://help.zipbooks.com/en/articles/2961904-how-do-i-change-the-currency-on-each-invoice.md)
- [How do I change the default info on my invoices and estimates?](http://help.zipbooks.com/en/articles/2961838-how-do-i-change-the-default-info-on-my-invoices-and-estimates.md)
- [How do I change the accent color on my invoices?](http://help.zipbooks.com/en/articles/2961742-how-do-i-change-the-accent-color-on-my-invoices.md)
- [How do I record a manual payment for an invoice?](http://help.zipbooks.com/en/articles/2961656-how-do-i-record-a-manual-payment-for-an-invoice.md)
- [How do I archive invoices?](http://help.zipbooks.com/en/articles/2961536-how-do-i-archive-invoices.md)
- [How do I add one-time charges to a recurring profile?](http://help.zipbooks.com/en/articles/2961500-how-do-i-add-one-time-charges-to-a-recurring-profile.md)
- [How do I add automatic reminders for invoice payments?](http://help.zipbooks.com/en/articles/2961473-how-do-i-add-automatic-reminders-for-invoice-payments.md)
- [Can I create an invoice template in ZipBooks?](http://help.zipbooks.com/en/articles/2946789-can-i-create-an-invoice-template-in-zipbooks.md)
- [How to apply a discount to an invoice?](http://help.zipbooks.com/en/articles/2944412-how-to-apply-a-discount-to-an-invoice.md)
- [How do I add sales or other taxes to an invoice?](http://help.zipbooks.com/en/articles/2934289-how-do-i-add-sales-or-other-taxes-to-an-invoice.md)

## Transactions

- [Why do I need to categorize transactions?](http://help.zipbooks.com/en/articles/4874674-why-do-i-need-to-categorize-transactions.md): Categorize and Confirm
- [Why does my bank become disconnected?](http://help.zipbooks.com/en/articles/4820034-why-does-my-bank-become-disconnected.md): Bank connections require maintenance from time to time
- [How do I create a recurring transaction?](http://help.zipbooks.com/en/articles/3168399-how-do-i-create-a-recurring-transaction.md)
- [How do I confirm or delete multiple transactions at once?](http://help.zipbooks.com/en/articles/3062546-how-do-i-confirm-or-delete-multiple-transactions-at-once.md)
- [How are credit card and other payments recorded in my account?](http://help.zipbooks.com/en/articles/3062483-how-are-credit-card-and-other-payments-recorded-in-my-account.md)
- [How do I mark a bill as paid?](http://help.zipbooks.com/en/articles/3142418-how-do-i-mark-a-bill-as-paid.md)
- [How do I create debits and credits manually?](http://help.zipbooks.com/en/articles/3062316-how-do-i-create-debits-and-credits-manually.md): Viewing and creating debits and credits using Advanced View in Transactions
- [How do I set up new or custom categories?](http://help.zipbooks.com/en/articles/3062274-how-do-i-set-up-new-or-custom-categories.md)
- [How do I record the transfer of money between bank accounts?](http://help.zipbooks.com/en/articles/3062232-how-do-i-record-the-transfer-of-money-between-bank-accounts.md)
- [How do I reconcile my bank account?](http://help.zipbooks.com/en/articles/3062149-how-do-i-reconcile-my-bank-account.md)
- [How do I bulk categorize transactions?](http://help.zipbooks.com/en/articles/3059733-how-do-i-bulk-categorize-transactions.md)
- [How do I tag transactions?](http://help.zipbooks.com/en/articles/3059546-how-do-i-tag-transactions.md)
- [How do I create and use custom tags in ZipBooks?](http://help.zipbooks.com/en/articles/3059468-how-do-i-create-and-use-custom-tags-in-zipbooks.md)
- [How do I change a category that ZipBooks auto-categorized?](http://help.zipbooks.com/en/articles/3059366-how-do-i-change-a-category-that-zipbooks-auto-categorized.md)
- [How do I attach receipts or other documents to my transactions?](http://help.zipbooks.com/en/articles/3059335-how-do-i-attach-receipts-or-other-documents-to-my-transactions.md)
- [How do I add a sales transaction or deposit to my account?](http://help.zipbooks.com/en/articles/3059317-how-do-i-add-a-sales-transaction-or-deposit-to-my-account.md)
- [How do I view, filter, or sort my transactions?](http://help.zipbooks.com/en/articles/3059301-how-do-i-view-filter-or-sort-my-transactions.md)
- [Can I create a bank account category, even if I don't link my bank account to ZipBooks?](http://help.zipbooks.com/en/articles/3059159-can-i-create-a-bank-account-category-even-if-i-don-t-link-my-bank-account-to-zipbooks.md)
- [How do I track outstanding bills in ZipBooks?](http://help.zipbooks.com/en/articles/3058997-how-do-i-track-outstanding-bills-in-zipbooks.md)
- [How do I match transactions in my books?](http://help.zipbooks.com/en/articles/3058957-how-do-i-match-transactions-in-my-books.md)
- [How do I mark a transaction as a 1099 expense?](http://help.zipbooks.com/en/articles/3058798-how-do-i-mark-a-transaction-as-a-1099-expense.md)
- [How do I add a new transaction?](http://help.zipbooks.com/en/articles/3058755-how-do-i-add-a-new-transaction.md)
- [How do I create a credit card category?](http://help.zipbooks.com/en/articles/3058665-how-do-i-create-a-credit-card-category.md)
- [How do I import my chart of accounts?](http://help.zipbooks.com/en/articles/3011556-how-do-i-import-my-chart-of-accounts.md)
- [How do I add an expense transaction?](http://help.zipbooks.com/en/articles/2944244-how-do-i-add-an-expense-transaction.md)
- [How do I show category codes in my chart of accounts?](http://help.zipbooks.com/en/articles/3011540-how-do-i-show-category-codes-in-my-chart-of-accounts.md)
- [How do I export transactions?](http://help.zipbooks.com/en/articles/2943583-how-do-i-export-transactions.md)
- [How do I import transactions into ZipBooks?](http://help.zipbooks.com/en/articles/2940296-how-do-i-import-transactions-into-zipbooks.md)
- [How do I connect a bank account?](http://help.zipbooks.com/en/articles/2940240-how-do-i-connect-a-bank-account.md)
- [How do I delete a bank account?](http://help.zipbooks.com/en/articles/2927549-how-do-i-delete-a-bank-account.md): Please contact us for assistance.
- [How do I split a transaction?](http://help.zipbooks.com/en/articles/2921520-how-do-i-split-a-transaction.md)

## Reports

- [How do I create or export a financial report?](http://help.zipbooks.com/en/articles/2943465-how-do-i-create-or-export-a-financial-report.md)
- [How do I create sales statements for individual customers?](http://help.zipbooks.com/en/articles/3037693-how-do-i-create-sales-statements-for-individual-customers.md)
- [How do I create an expense report?](http://help.zipbooks.com/en/articles/3037661-how-do-i-create-an-expense-report.md)
- [How do I create an accounts receivable report?](http://help.zipbooks.com/en/articles/3037644-how-do-i-create-an-accounts-receivable-report.md)
- [How do I create a report to view taxes I've collected from customers?](http://help.zipbooks.com/en/articles/3037616-how-do-i-create-a-report-to-view-taxes-i-ve-collected-from-customers.md)
- [How do I see a list of all billable expenses?](http://help.zipbooks.com/en/articles/3037463-how-do-i-see-a-list-of-all-billable-expenses.md)
- [How do I prepare a trial balance?](http://help.zipbooks.com/en/articles/3037351-how-do-i-prepare-a-trial-balance.md)
- [How do I create a general journal or ledger?](http://help.zipbooks.com/en/articles/3037261-how-do-i-create-a-general-journal-or-ledger.md)
- [How do I create an income statement?](http://help.zipbooks.com/en/articles/3031902-how-do-i-create-an-income-statement.md)
- [How do I see a list of all 1099 expenses?](http://help.zipbooks.com/en/articles/3031868-how-do-i-see-a-list-of-all-1099-expenses.md)
- [How do I create a report based on a specific tag?](http://help.zipbooks.com/en/articles/3031828-how-do-i-create-a-report-based-on-a-specific-tag.md): Use tags to create reports for specific locations, events, customers, etc.
- [How do I create a balance sheet?](http://help.zipbooks.com/en/articles/2940317-how-do-i-create-a-balance-sheet.md)

## Contacts

- [How do I add a new customer or vendor?](http://help.zipbooks.com/en/articles/3020860-how-do-i-add-a-new-customer-or-vendor.md)
- [How do I import my contacts into ZipBooks?](http://help.zipbooks.com/en/articles/3020833-how-do-i-import-my-contacts-into-zipbooks.md)
- [What is a contact in ZipBooks?](http://help.zipbooks.com/en/articles/3020786-what-is-a-contact-in-zipbooks.md)

## Tracking

- [Why can't I sync Gusto contractors to ZipBooks?](http://help.zipbooks.com/en/articles/3107903-why-can-t-i-sync-gusto-contractors-to-zipbooks.md)
- [How do I add a new team member from ZipBooks to Gusto?](http://help.zipbooks.com/en/articles/3104761-how-do-i-add-a-new-team-member-from-zipbooks-to-gusto.md)
- [How do I run payroll?](http://help.zipbooks.com/en/articles/3104746-how-do-i-run-payroll.md)
- [How do I sync time entries to Gusto?](http://help.zipbooks.com/en/articles/3104759-how-do-i-sync-time-entries-to-gusto.md)
- [How do I connect my Gusto account to ZipBooks?](http://help.zipbooks.com/en/articles/3104745-how-do-i-connect-my-gusto-account-to-zipbooks.md)
- [How do I track time in ZipBooks?](http://help.zipbooks.com/en/articles/2913392-how-do-i-track-time-in-zipbooks.md)
- [How do I start a new project?](http://help.zipbooks.com/en/articles/2913356-how-do-i-start-a-new-project.md)
- [How do I assign a project to multiple clients?](http://help.zipbooks.com/en/articles/2913326-how-do-i-assign-a-project-to-multiple-clients.md)
- [How do I filter or sort my projects?](http://help.zipbooks.com/en/articles/2913277-how-do-i-filter-or-sort-my-projects.md)
- [How do I mark time entries as billed or paid?](http://help.zipbooks.com/en/articles/2913057-how-do-i-mark-time-entries-as-billed-or-paid.md)
- [How do I sort or filter my time entries?](http://help.zipbooks.com/en/articles/2912965-how-do-i-sort-or-filter-my-time-entries.md)
- [How do I delete or archive more than one project at a time?](http://help.zipbooks.com/en/articles/2912876-how-do-i-delete-or-archive-more-than-one-project-at-a-time.md)
- [How do add or adjust a manual time entry?](http://help.zipbooks.com/en/articles/2912838-how-do-add-or-adjust-a-manual-time-entry.md)

## Accountant

- [How do I create a COA template that I can use for all of my clients?](http://help.zipbooks.com/en/articles/4623442-how-do-i-create-a-coa-template-that-i-can-use-for-all-of-my-clients.md): Helping your Accountants get started on the right foot.
- [I'm an Accountant - How do I set permissions for my clients within their ZipBooks account?](http://help.zipbooks.com/en/articles/4623400-i-m-an-accountant-how-do-i-set-permissions-for-my-clients-within-their-zipbooks-account.md): Getting started with client permissions
- [I’m an Accountant. How do I create my clients in ZipBooks?](http://help.zipbooks.com/en/articles/4623369-i-m-an-accountant-how-do-i-create-my-clients-in-zipbooks.md): Getting our accountants started off on the right foot!
- [How do I send reports to clients?](http://help.zipbooks.com/en/articles/3011544-how-do-i-send-reports-to-clients.md)
- [How do I sign up for the ZipBooks Accountant Plan?](http://help.zipbooks.com/en/articles/4623064-how-do-i-sign-up-for-the-zipbooks-accountant-plan.md): If you are an accountant, here's how to get started.
- [How do I send a file to client's account?](http://help.zipbooks.com/en/articles/3011541-how-do-i-send-a-file-to-client-s-account.md)
- [How do I add a new client or license?](http://help.zipbooks.com/en/articles/3011539-how-do-i-add-a-new-client-or-license.md)
- [How do I add my logo to client accounts?](http://help.zipbooks.com/en/articles/3011534-how-do-i-add-my-logo-to-client-accounts.md)
- [How do I edit team member permissions on client accounts?](http://help.zipbooks.com/en/articles/3011505-how-do-i-edit-team-member-permissions-on-client-accounts.md)
- [How do I manage clients in ZipBooks Accountant?](http://help.zipbooks.com/en/articles/3011456-how-do-i-manage-clients-in-zipbooks-accountant.md)

## Account

- [Does ZipBooks have a mobile app?](http://help.zipbooks.com/en/articles/4820046-does-zipbooks-have-a-mobile-app.md): Is there either an IOS or Android app?
- [How do I set up my account preferences and defaults?](http://help.zipbooks.com/en/articles/3062763-how-do-i-set-up-my-account-preferences-and-defaults.md)
- [How do I accept payments through ZipBooks?](http://help.zipbooks.com/en/articles/2927480-how-do-i-accept-payments-through-zipbooks.md)
- [How do I connect my Square account?](http://help.zipbooks.com/en/articles/2913546-how-do-i-connect-my-square-account.md)
- [How do I add team members to my account?](http://help.zipbooks.com/en/articles/3040328-how-do-i-add-team-members-to-my-account.md)
- [How many bank accounts can I link to my ZipBooks account?](http://help.zipbooks.com/en/articles/3065633-how-many-bank-accounts-can-i-link-to-my-zipbooks-account.md)
- [How do I upload or edit my logo?](http://help.zipbooks.com/en/articles/3040514-how-do-i-upload-or-edit-my-logo.md)
- [How do I upgrade or change my subscription?](http://help.zipbooks.com/en/articles/2912762-how-do-i-upgrade-or-change-my-subscription.md)
- [How do I change the bank account my customers' payments are deposited to?](http://help.zipbooks.com/en/articles/3040399-how-do-i-change-the-bank-account-my-customers-payments-are-deposited-to.md)
- [How do I update my contact information and company details?](http://help.zipbooks.com/en/articles/3040316-how-do-i-update-my-contact-information-and-company-details.md)
- [How do I change my default account currency?](http://help.zipbooks.com/en/articles/3040368-how-do-i-change-my-default-account-currency.md)
- [How do I add documents to my ZipBooks account?](http://help.zipbooks.com/en/articles/3037921-how-do-i-add-documents-to-my-zipbooks-account.md)
- [How do I close or lock my books?](http://help.zipbooks.com/en/articles/2962634-how-do-i-close-or-lock-my-books.md)
- [How do I connect my Stripe account?](http://help.zipbooks.com/en/articles/2921505-how-do-i-connect-my-stripe-account.md)
- [How do I reset my ZipBooks password?](http://help.zipbooks.com/en/articles/2913442-how-do-i-reset-my-zipbooks-password.md)
- [How do I connect my PayPal account?](http://help.zipbooks.com/en/articles/2921502-how-do-i-connect-my-paypal-account.md)
- [How do I integrate ZipBooks with Slack?](http://help.zipbooks.com/en/articles/2912827-how-do-i-integrate-zipbooks-with-slack.md)
- [How do I turn on color accessibility mode?](http://help.zipbooks.com/en/articles/2912708-how-do-i-turn-on-color-accessibility-mode.md)
- [How do I delete my ZipBooks account?](http://help.zipbooks.com/en/articles/2912704-how-do-i-delete-my-zipbooks-account.md)
- [How to integrate Gusto with ZipBooks](http://help.zipbooks.com/en/articles/8779671-how-to-integrate-gusto-with-zipbooks.md)
- [How do I reach Customer Support?](http://help.zipbooks.com/en/articles/8871549-how-do-i-reach-customer-support.md)

## FAQs

- [How do I add ZipBooks to my phone?](http://help.zipbooks.com/en/articles/3767553-how-do-i-add-zipbooks-to-my-phone.md)
- [How do I improve my invoice quality score?](http://help.zipbooks.com/en/articles/3272251-how-do-i-improve-my-invoice-quality-score.md)
- [How do I get started with ZipBooks?](http://help.zipbooks.com/en/articles/3069655-how-do-i-get-started-with-zipbooks.md)
- [How do I use ZipBooks as a nonprofit?](http://help.zipbooks.com/en/articles/3142430-how-do-i-use-zipbooks-as-a-nonprofit.md)
- [Did my free plan expire?](http://help.zipbooks.com/en/articles/3069039-did-my-free-plan-expire.md)
- [How do I search ZipBooks?](http://help.zipbooks.com/en/articles/3046819-how-do-i-search-zipbooks.md)
- [Does ZipBooks work outside of the United States?](http://help.zipbooks.com/en/articles/3020903-does-zipbooks-work-outside-of-the-united-states.md)
- [What variables can I use to personalize my emails?](http://help.zipbooks.com/en/articles/2913412-what-variables-can-i-use-to-personalize-my-emails.md)
- [Does ZipBooks support other languages besides English?](http://help.zipbooks.com/en/articles/2913396-does-zipbooks-support-other-languages-besides-english.md)
- [How do I contact ZipBooks if I need help with my account?](http://help.zipbooks.com/en/articles/2913402-how-do-i-contact-zipbooks-if-i-need-help-with-my-account.md)
- [Does ZipBooks work in Canada?](http://help.zipbooks.com/en/articles/3046782-does-zipbooks-work-in-canada.md)
- [Does ZipBooks work in the UK?](http://help.zipbooks.com/en/articles/3046791-does-zipbooks-work-in-the-uk.md)

## Accounting 101

- [How do I add a mortgage to my account?](http://help.zipbooks.com/en/articles/3198460-how-do-i-add-a-mortgage-to-my-account.md)
- [How do I record unpaid invoices in ZipBooks?](http://help.zipbooks.com/en/articles/3203743-how-do-i-record-unpaid-invoices-in-zipbooks.md)
- [What does it mean when a company is window dressing?](http://help.zipbooks.com/en/articles/3065636-what-does-it-mean-when-a-company-is-window-dressing.md)
- [What is a contribution margin?](http://help.zipbooks.com/en/articles/3062937-what-is-a-contribution-margin.md)
- [What is the double declining balance method of depreciation?](http://help.zipbooks.com/en/articles/3062790-what-is-the-double-declining-balance-method-of-depreciation.md)
- [Why do some asset accounts have a credit balance?](http://help.zipbooks.com/en/articles/3062776-why-do-some-asset-accounts-have-a-credit-balance.md)
- [Where do worker compensation insurance costs get reported on the financial statement?](http://help.zipbooks.com/en/articles/3062500-where-do-worker-compensation-insurance-costs-get-reported-on-the-financial-statement.md)
- [When would a prepaid insurance asset have a credit balance?](http://help.zipbooks.com/en/articles/3055663-when-would-a-prepaid-insurance-asset-have-a-credit-balance.md)
- [What's the difference between work-in-process and work-in-progress?](http://help.zipbooks.com/en/articles/3055579-what-s-the-difference-between-work-in-process-and-work-in-progress.md)
- [What's the difference between cash and accrual basis accounting?](http://help.zipbooks.com/en/articles/3055571-what-s-the-difference-between-cash-and-accrual-basis-accounting.md)
- [What's the definition of working capital and how do I measure it?](http://help.zipbooks.com/en/articles/3055525-what-s-the-definition-of-working-capital-and-how-do-i-measure-it.md)
- [What types of taxes will I need to collect from my customers?](http://help.zipbooks.com/en/articles/3055496-what-types-of-taxes-will-i-need-to-collect-from-my-customers.md)
- [What is the working capital turnover ratio?](http://help.zipbooks.com/en/articles/3055464-what-is-the-working-capital-turnover-ratio.md)
- [What is the working capital ratio?](http://help.zipbooks.com/en/articles/3047322-what-is-the-working-capital-ratio.md)
- [What is straight line depreciation?](http://help.zipbooks.com/en/articles/3047071-what-is-straight-line-depreciation.md)
- [What is inventory turnover and why is it important?](http://help.zipbooks.com/en/articles/3047061-what-is-inventory-turnover-and-why-is-it-important.md)
- [What is double-entry accounting?](http://help.zipbooks.com/en/articles/3047022-what-is-double-entry-accounting.md)
- [What is accounts payable?](http://help.zipbooks.com/en/articles/3046976-what-is-accounts-payable.md)
- [What is accounts receivable?](http://help.zipbooks.com/en/articles/3046871-what-is-accounts-receivable.md)
- [What is a gross margin?](http://help.zipbooks.com/en/articles/3046969-what-is-a-gross-margin.md)
- [What is a chart of accounts?](http://help.zipbooks.com/en/articles/3046954-what-is-a-chart-of-accounts.md)
- [What is a billable expense?](http://help.zipbooks.com/en/articles/3046902-what-is-a-billable-expense.md)
- [What do I do if I have an old outstanding check that never got cashed? Can I write it off?](http://help.zipbooks.com/en/articles/3046851-what-do-i-do-if-i-have-an-old-outstanding-check-that-never-got-cashed-can-i-write-it-off.md)
- [How do I handle workers' compensation premiums under accrual accounting?](http://help.zipbooks.com/en/articles/3046809-how-do-i-handle-workers-compensation-premiums-under-accrual-accounting.md)
- [What's the difference between an estimate and an invoice?](http://help.zipbooks.com/en/articles/3031059-what-s-the-difference-between-an-estimate-and-an-invoice.md)
- [What's the difference between a purchase order and an invoice?](http://help.zipbooks.com/en/articles/3030988-what-s-the-difference-between-a-purchase-order-and-an-invoice.md)
- [What does Net 30 mean?](http://help.zipbooks.com/en/articles/3028423-what-does-net-30-mean.md)