Many accounts, one routine. Catch slip-ups early.
When money moves through several accounts, it is easy to pay twice, miss a bill, or use the wrong account. A short routine on the same day each week catches those slip-ups while they are small. Keep reading to see the three slip-ups and the routine that stops them.
- Keep bills in one list with due dates
- Choose the account on every payment
- Match your records to your bank lines
Which slip-up is yours?
Most owners have one of these two.
A bill list that shows what is left.
Add each bill once, then watch it go from Unpaid to Paid.
Add the bill
Enter the vendor, the dates, and the amount.
Watch the status
The Bills list moves each bill from Unpaid to Paid.
Add a memo
Note the order or invoice number so a repeat bill stands out.
Keep your books in sync
Works with QuickBooks, Xero, Zoho, and other accounting tools.
Works with the tools you already use.
Connect your accounting tools and more. See all integrations
The slip-ups, and the fix for each.
Here are the slip-ups behind most account mix-ups, and how ZIL MONEY helps.
I paid from the wrong account.
Pick the account every time. Choose it in the bank account field before you send.
I paid the same bill twice.
Look at the list first. Each bill shows Unpaid or Paid, so you can see if it is done.
A bill slipped through.
Keep bills in one place. Add every bill to the list and watch the due dates.
I cannot tell what a payment was for.
Add a memo. A short note makes a bank line easy to match.
Month end is a mess.
Set a weekly routine. Do a short review on the same day each week.
My books do not agree with my bank.
Sync your accounting tools. ZIL MONEY works with QuickBooks, Xero, Zoho, and other accounting tools.
I am not always at my desk.
Use your phone or tablet. Do it from anywhere.
A weekly routine in four moves.
Pick one day each week. Stick to it.
Open your Bills list
Scan what is Unpaid and what is Paid.
Look for repeats
Two bills for the same vendor and amount are the first to look at.
Match to your bank lines
Find each paid bill on the right account.
Fix and sort
Correct anything odd and give each item a category.
Easy to learn. Quick to help.
In their own words, from businesses that use ZIL MONEY.
“Working with ZIL MONEY has been such a great experience.”
We use their platform to create and send eChecks to multiple parties, and it’s been incredibly smooth and efficient. Anytime we have a question or run into an issue, their team is quick to respond and always helpful.
“ZIL MONEY has been a game-changer for our business!”
Their payment support is top-notch, quick, reliable, and always ready to assist with any questions we have.
“The most helpful part is that ZIL MONEY can be used by everyone.”
It’s very easy to navigate. The user interface is very easy to learn. It solves the problem of having various accounting software separately and unable to integrate.
Common questions
How do I manage more than one bank account?
How do I avoid paying a bill twice?
What does reconciling mean?
Can I add another bank account later?
How do I keep bills from getting lost?
Can I set my own categories?
Where does the money come from?
Does it work with QuickBooks?
Put your accounts on a weekly routine.
Open an account, or book a short demo and we will show you around.
Have a question? Talk to our team
Recent Comments