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Knowledge Base

Legal General terms of service, privacy policies and branding guidelines. Advanced Customisation Customise your QuickFile account with custom CSS and JavaScript, including your login page, your client area and more. Design How to update invoice details, change their appearance with CSS, managing multiple trading styles and more. Advanced Subscriptions Learn more about the added benefit of the Power User Subscription, and the differences compared to Affinity. Affinity QuickFile Affinity is an advanced tool-set for managing multiple QuickFile profiles under a single login and dashboard. Payroll From recording your payroll journals, to linking your account with The Payroll Site Stock Control Create delivery notes in a few clicks, using the invoices you already have in your account. Video Year End Accounts When it comes to your year-end, we can help make it as simple as possible with our straight-forward price comparison tool, linked with a panel of accountants. Services This category will cover any add-on services provided by QuickFile such as company formation, reports and dedicated support packages. General General subjects on getting the most from your QuickFile Account Document Management Streamline your accounts by emailing or uploading your invoices and receipts to QuickFile. Manage documents with ease. Payments At the core of any business is the payments from your clients. From adding prepayments to sending a notification of payment received. Purchases Creating recurring purchases, export a batch payment report, or enabling and creating purchase orders. Reporting From viewing your profit and loss to analysing your balance sheet. QuickFile offers powerful reporting tools, including project tagging. Integrations Make the most of your QuickFile account by linking it with other apps such as Google Calendar, Zapier and more. VAT QuickFile supports both cash and accrual VAT accounting, as well as the flat rate scheme, exempt and out-of-scope invoices. Here you will find details on how to handle these, as well as submitting MTD (Making Tax Digital) VAT returns. Banking Help guides relating to bank feeds (including Open Banking and direct feeds), bank reconciliation, account management, bank tagging rules and more. Mobile Help on using the QuickFile mobile apps and services. Invoicing From bulk entering invoices to managing credit notes; from recurring statements to managing additional terms and conditions pages. Getting Started From creating suppliers to importing data from CSV or another accounting package. Bookkeeping Understanding the basics of bookkeeping.
Topic Replies Activity
Importing an invoice from one QuickFile account to another 1 April 7, 2020
Bank balance monitoring 1 March 27, 2020
Managing Open Banking Feeds 1 December 3, 2018
Setting up Direct Debits 1 October 6, 2015
Open Banking Coverage 1 September 5, 2019
Dropbox integration setup 1 October 6, 2015
Daily transfer limit explained 1 October 6, 2015
Starling Bank Feed 1 November 21, 2018
Automated overdue invoice reminders 1 October 6, 2015
Importing sales and purchase invoices 1 October 6, 2015
Setting up a recurring invoice 1 October 6, 2015
Power User Subscription vs Affinity 1 September 23, 2016
Create your first invoice 1 October 3, 2015
Manual invoice payments and bank feeds 1 November 16, 2019
Sorting and Hiding Bank Accounts 1 October 22, 2019
Requesting Access to a Beta Feature 1 October 16, 2019
Using a 2-step verification Google Account with QuickFile 1 September 30, 2019
Receipt capture with CamScanner 1 October 6, 2015
EU Data Processing Addendum 1 July 9, 2019
How to fix an overlapping logo 1 September 19, 2013
How to determine what items make up your ledger count 1 November 5, 2015
Email Complaints and Bounces 1 November 16, 2016
HMRC Tax Accounts - MTD Returns 1 December 20, 2018
Year End Accounts - Price Comparison Service 1 May 3, 2016
Welcome to the Knowledge Base 1 October 8, 2015
Recording payroll 1 March 20, 2017
Full feature list 1 October 8, 2015
Privacy Policy 1 November 24, 2017
QuickFile Sub-processors 1 May 21, 2018
Quick File Ltd Terms and Conditions of Service 1 November 24, 2017