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ACCOUNTING MADE EASY FOR REAL ESTATE INVESTORS

From Acquisition to Sale, ZipBooksREI Offers Everything You Need: Accounting Software, Step-By-Step Instructions, and a Done-for-You Setup – Ready to Use Right Out of the Box.

  • Step-by-step instructions tailored for Rentals, Flips, Lease Options, and Wholesalers.
  • Easily track & record every transaction by stage: Under Contract, Closing, Operations, Rehab, Capital Improvement, Refinance, and Sale.
  • Done-for-you chart of accounts and tags optimized for real estate transactions.
  • Manage unlimited properties, companies, accounts, and users.
  • Use it for any business.
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$45.00/month plus a one-time setup fee of $299. Cancel within 7 days for a full refund.

How It Works…

1️⃣ Complete, Simple, and Powerful Accounting System 💻

We give you the tools 🛠️ to take your business to the next level. The system enables you to send invoices 🧾 and accept payments through all major credit cards 💳 and PayPal, with features like auto-billing and 🔄 automated payment reminders.

The system allows you to add, delete, or edit the chart of accounts as needed. You can save receipts, invoices, pictures, or other documents directly to transactions for organized record-keeping. The tagging system makes it easy to track individual companies, entities, projects, houses, tenants, customers, and vendors.

Transactions are simple and intuitive. You can share access 🔑 with your accountant, tax preparer, or team members, granting full, partial, or read-only permissions. Connecting to a bank or credit card is easy and makes reconciliation seamless. You can also import transactions from a bank statement or another accounting program 📊 using the import tool.

Time tracking and billing 📄 are built into the system, making it easier to manage billable hours. You can split categories and amounts across different reporting tags or customers. The reporting tools 📈 are comprehensive yet simple, including Accounts Receivable, Balance Sheet, General Ledger, Income Statement, Taxes Invoiced, and Trial Balance.

Payroll 📊 integrates seamlessly with Gusto, ensuring a smooth and efficient payroll process. All this and more are available in this powerful, easy-to-use accounting software designed with your business in mind.

2️⃣ Comprehensive Step-by-Step Instructions by Investment Type 🏠

We provide detailed, step-by-step instructions 📄 with illustrations to record all your real estate transactions. To keep everything organized, we break down each investment into stages, making it simple to record transactions 🧾 no matter where you are in the investment cycle. Supported investment types 🏠 include rentals, flips, options, lease options, and wholesale transactions such as assignments and double closings.

The stages covered include purchase and under contract, closing, operations, rehabs, capital improvements, refinancing, closing the sale, calculating profit or loss, and final closeout. Additionally, we provide instructions for automating 🔄 recurring depreciation and bank interest expenses, streamlining routine tasks to save time and improve accuracy.

3️⃣ Done-for-You Setup 🛠️

We handle the entire setup process 🛠️ for you, creating and installing your chart of accounts 🧾 and standard tags directly into the accounting software. When you log in 💻 for the first time, everything will be ready for immediate use.

Our instructions include how to set up multiple companies or entities, 👥 saving you money on additional fees. We also provide downloadable forms 📄 for recording closing transactions, profit or loss calculations, and other tasks involved in the transaction recording process.

To assist in categorizing 📊 expenses, we include sample lists of accounts for rentals, flips, general business, and more. Additionally, we provide a recommended computer filing system 💾 for organized storage and redundancy of all your accounting records.

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$45.00/month plus a one-time setup fee of $299. Cancel within 7 days for a full refund.

Easy…

Rental Properties

• Set up new accounts and tags.
• Chart of accounts done for you.
• Record transactions before closing.
• Record the closing statement figures.
• Schedule automatic depreciation & interest expenses.
• Record operating transactions.
• Run profit & loss reports for tax time.
• Record loan payments including escrow.
• Record payments made from loan escrow.
• Joint venture loans.
• Record & depreciate capital expense projects.
• Refinance property.
• Record property sale and closeout.
• Record property profit or loss.

Flip Properties

• Set up new accounts and tags.
• Chart of accounts done for you.
• Record transactions before closing.
• Record the closing statement figures.
• Set up joint venture loans.
• Record holding costs, repair costs, and draws received.
• Record property sale and closeout.
• Refinance property if kept.
• Run property project report for, buy costs, repair costs, hold costs, sell costs, & profit.

Short & Mid Term Vacation Rentals

• Set up a new entity, accounts, and tags.
• Chart of accounts done for you.
• Record transactions before closing.
• Record the closing statement figures.
• Schedule automatic depreciation & interest expenses.
• Record operating transactions.
• Run profit & loss reports for tax time.
• Record loan payments including escrow.
• Record payments made from loan escrow.
• Set up joint venture loans.
• Record & depreciate capital expense projects.
• Refinance property.
• Record property sale and closeout.
• Record property profit or loss.

Options & Lease Options

• Set up new accounts and tags.
• Chart of accounts done for you.
• Record option fee transactions.
• Record the closing statement figures.

Wholesalers

• Set up new accounts and tags.

• Chart of accounts done for you.
• Record transactions before closing.
• Record assignment fees collected.
• Record double closing statement figures.

Other Business Entities

• Real estate brokerage
• Property management
• Property maintenance
• Construction
• Meetups or clubs
• And much more

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$45.00/month plus a one-time setup fee of $299. Cancel within 7 days for a full refund.

What Our Customers Are Saying…

“Finally, a bookkeeping system tailored for real estate investors that’s both complete and easy to use.”
– Tom

“The step-by-step directions are amazing! Everything was pre-set, and the instructions even covered how to name accounts. So impressed!”
– John

“I love that I can manage my real estate business and other companies I’m involved with—all for the same monthly fee.”
– Emily

Pricing

$45/month

Perfect for investors who want flexibility and ongoing support.

  • Unlimited properties, companies, and users.
  • Preloaded real estate-specific chart of accounts.
  • Step-by-step instructions for transactions, taxes, and more.
Sign Up for $45/month →

Best Value

$450/year (Save $90)

Best Value: Get two months free with our discounted annual plan.

  • Everything in the monthly plan.
  • Extra savings for committing to a full year.
Sign Up & Save →

$45.00/month plus a one-time setup fee of $299. Cancel within 7 days for a full refund.

$299 One-Time Setup Fee

Covers the complete setup and customization of your accounting software.

Start Managing Your Real Estate Finances Today!

Get Started →

$45.00/month plus a one-time setup fee of $299. Cancel within 7 days for a full refund.

Frequently Asked Questions

❓ What is ZipBooksREI?

✔️ ZipBooksREI is an affordable bookkeeping system designed specifically for real estate investors. It includes:

  • A fully functional web-based accounting system.
  • Step-by-step directions for recording real estate transactions.
  • Preloaded with category accounts and tags tailored for real estate.
  • Support for accounting software and bookkeeping questions.

❓ What does the one-time setup fee include?

✔️ The $299 setup fee covers the preloaded chart of accounts (categories) and basic tags for real estate transactions.

❓ Do I need to know accounting to use ZipBooksREI?

✔️ No! ZipBooksREI is designed for real estate investors. Our step-by-step instructions make it easy to record various real estate investment transactions.

❓ What types of real estate investments are covered in the instructions?

✔️ Instructions are included for Rentals, Flips, Options, Lease Options, and Wholesale Deals.

❓ Can I manage multiple companies or entities with one account?

✔️ Yes! With ZipBooksREI, you can manage unlimited companies, entities, categories, and properties all under one account without additional fees.

❓ Can I import my current information into the accounting software?

✔️ Yes, you can import data in CSV format, including Invoices, Transactions, Categories, Contacts, Customers, and Vendors.

❓ Can I export my information if I decide to?

✔️ Absolutely! You can export the following reports:

  • Income Statement (CSV & PDF)
  • Balance Sheet (CSV & PDF)
  • General Ledger (CSV)
  • General Journal (CSV)
  • Trial Balance (CSV)
  • Accounts Receivable (CSV)
  • Sales Summary (CSV)
  • Invoice Summary (CSV)
  • Credit Card Processing Report (CSV)
  • Expense Summary (CSV)
  • 1099 Summary (CSV)
  • Billable Expenses (CSV)
  • User Summary (CSV)
  • Time Tracking Report (CSV)

❓ Can I cancel at any time?

✔️ Yes, you can cancel at any time. You will just need to finish out the current membership period.

❓ Is there a trial period?

✔️ Yes! You can try ZipBooksREI risk-free for 7 days. If you decide it’s not the right fit, simply cancel within the trial period, and we’ll refund your payment.

❓ Will it work for other types of businesses?

✔️ Yes, it is versatile and works for most business types.

❓ Can it handle payroll?

✔️ Yes, it integrates seamlessly with Gusto, syncing tracked time and automatically categorizing wages, taxes, and payroll transactions.

❓ Can I accept payments through ZipBooksREI, including ACH bank transfers?

✔️ Yes! ZipBooksREI integrates seamlessly with payment processors like Stripe, Square, and PayPal. Through Stripe, you can accept ACH (Automated Clearing House) payments, allowing tenants and customers to pay via direct bank transfer. This provides a flexible and cost-effective payment option in addition to credit cards.

❓ Can I generate and send 1099 forms through ZipBooksREI?

✔️ ZipBooksREI allows you to track and mark 1099 payments, making it easy to prepare for tax season. While the platform does not directly generate or file 1099 forms, you can integrate with Gusto to handle electronic 1099 filings, including delivery to contractors and e-filing with federal and state agencies. This combination ensures accurate and compliant tax reporting.

❓ Can I use ZipBooksREI with a team?

✔️ Yes! ZipBooksREI supports team collaboration, including accountants, tax preparers, employees, virtual assistants, and other team members. You can assign and restrict permissions, giving each member access only to the areas they need, or read-only access.

❓ Can I connect my bank account and credit cards?

✔️ Yes! You can connect an unlimited number of bank accounts and credit cards to ZipBooksREI using the latest security protocols. This ensures your data is both secure and easily accessible.

❓ Does ZipBooksREI make bank and credit card reconciliation easy?

✔️ Absolutely! ZipBooksREI simplifies reconciliation by automatically importing transactions from your connected accounts. You can quickly match transactions, ensuring your records are accurate and up-to-date.

❓ Does ZipBooksREI offer detailed reports that can be filtered by company, property, or project?

✔️ Yes! ZipBooksREI provides a comprehensive suite of reports, including Income Statements, Balance Sheets, General Ledgers, and Expense Reports. You can filter these reports by company, property, or project using tags, allowing you to gain detailed insights into your real estate investments.

❓ How do I add ZipBooksREI to my phone?

✔️ You can access ZipBooksREI on your mobile device by downloading the ZipBooks app from the App Store for iOS devices or the Google Play Store for Android devices. Once installed, log in with your account credentials to manage your finances on the go.

Sign Up Now!

$45.00/month plus a one-time setup fee of $299. Cancel within 7 days for a full refund.

About Us

We’re Real Estate Investors Too.

Finding the right accounting software can be a daunting task. First, you must learn how to use the software – your initial challenge. Then, you need accounting knowledge to set it up specifically for real estate investing – your second challenge. As your business grows, adding entities, accounts, or users can quickly become expensive.

That’s where our system makes a difference. All the account categories and system tags are preloaded into the software, saving you time and effort. We provide detailed checklists for buying, selling, and managing your real estate business. Instead of teaching you accounting, we show you how to record transactions step by step. With everything neatly organized, you can easily generate reports for your accountant, financial planner, or tax preparer. Many members even give their team direct access to the system, saving on bookkeeping costs while streamlining collaboration. With ZipBooksREI, managing your real estate finances becomes simple, efficient, and cost-effective. Focus on growing your business while we handle the bookkeeping challenges for you.

Sign Up Now!

$45.00/month plus a one-time setup fee of $299. Cancel within 7 days for a full refund.