The application I chose is zipbooks. https://app.zipbooks.com/ It is a cloud based accounting tool for
individuals or small businesses to help manage their expenses and create
invoices for customers.
The have several reasons why I selected this as my choice
tool. I needed a better way to organize my expenditures to assist with my taxes
at the end of the year. I currently use
a spreadsheet to manually keep track of my transactions throughout the year to
help separate my business cost and my personal transactions. This is very tedious work and not very
efficient for a small business. This
application allows you import expenses from your accounts (banks, CC, etc..) details. After you have imported the data, all you
need to do is categorize the transactions and add any additional notes if you
want.
You also can manually input your
transactions, if you don’t want to import the data from your bank or CC. You
can also add new categories to help keep your expenses in categories your
understand. It also allows you to create
invoices to send to your vendors. And it
integrates with Google drive, and Chrome. The best part is it’s FREE!
It’s easy to use. You can sign up via Google or create your
account. After that, then it asked you to set up a bank to pull the data from.
You can just start entering manual transactions without a bank set up, if you
want. There are plenty of features for a
freelancer or a small business owner to use too. The interface is clean and easy to navigate
through the application. I have not
downloaded the mobile app but you can upload receipts easily.
Many small business or freelancers have been using this web
tool to keep them better organized with their business. Many people have found it easier to prepare their
taxes because they can easily download reports to show what transactions they
made. Others wanted a cheap and easy to
use an accounting software for themselves.
I would use zipbooks for my ecommerce business to help separate my personal expenses. With little resources to help on regular accounting,
zipbooks will simplify the work when it comes to prepare taxes. It will help shows the amounts coming in and
out of the business. I will use it
professionally. Someone could easily use
it for personal, if he or she has a very business life with many expenses to
manage.
As far as what I want zipbooks to say about me? I guess that I take my finances seriously and
don’t want Uncle Sam to take more than he needs to. And I like to take advantage of quality free productivity
tools. Ha!
I want to be a secure as possible with my finances. There are a lot or privacy measures that
zipbooks puts in place for protection. Since it is a cloud-based software, I
can securely use the tool anywhere there is a connection. You can read the privacy and safety measure
zipbooks takes for their users here: https://zipbooks.com/security/
I learned that this is rated one of the top accounting
software and it’s free. Not many are
free. I checked out the Waveapp accounting tool (free too) and it’s a lot limited
to what you can do with the categories.
It was also slower with uploads. Here
is a review on zipbooks https://reviews.financesonline.com/p/zipbooks/
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