Knowledge Base


Crypto Announcements Here you will find new feature notifications, planned maintenance and general updates. Purchases Creating recurring purchases, export a batch payment report, or enabling and creating purchase orders. 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. 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. Stock Control Create delivery notes in a few clicks, using the invoices you already have in your account. 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. Video Affinity QuickFile Affinity is an advanced tool-set for managing multiple QuickFile profiles under a single login and dashboard. Legal General terms of service, privacy policies and branding guidelines. Payroll From recording your payroll journals, to linking your account with The Payroll Site Reporting From viewing your profit and loss to analysing your balance sheet. QuickFile offers powerful reporting tools, including project tagging. Banking Help guides relating to bank feeds (including Open Banking and direct feeds), bank reconciliation, account management, bank tagging rules and more. Invoicing From bulk entering invoices to managing credit notes; from recurring statements to managing additional terms and conditions pages. General General subjects on getting the most from your QuickFile Account Integrations Make the most of your QuickFile account by linking it with other apps such as Google Calendar, Zapier and more. Getting Started From creating suppliers to importing data from CSV or another accounting package. Services This category will cover any add-on services provided by QuickFile such as company formation, reports and dedicated support packages. Mobile Help on using the QuickFile mobile apps and services. 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. Bookkeeping Understanding the basics of bookkeeping.
Topic Replies Views Activity
47 4995 3 August 2022
0 59394 25 August 2017
0 9489 6 October 2015
0 5532 6 October 2015
0 1283 14 January 2022
1 1885 14 June 2021
0 175316 8 October 2015
8 2807 20 July 2020
17 5630 28 April 2020
32 3289 1 July 2020
4 2145 14 April 2020
5 2087 2 April 2020
1 2573 25 March 2020
3 1910 17 February 2020
33 3629 1 December 2019
1 1988 1 January 2020
3 1896 19 September 2019
3 1870 27 June 2019
1 1815 23 June 2019
3 1958 28 May 2019
2 1772 20 May 2019
0 5766 8 November 2017
2 1747 16 May 2019
2 2048 14 March 2019
1 2653 4 January 2019
8 3799 12 September 2018
1 2139 5 March 2017
2 2347 4 March 2017
2 3396 31 July 2016
1 3522 28 July 2016