Knowledge Base

Crypto API General guidance on interacting with the QuickFile REST API. MTD Other Income Guidance This section provides general guidance on the end of year process for MTD income tax and self assessment (ITSA). This includes guidance on the declaration of other income sources such as dividends, savings income, capital gains, pensions etc. Self-Assessment Guidance on Making Tax Digital (MTD) Income Tax and Self-Assessment (ITSA). 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. 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. Advanced Subscriptions Learn more about the added benefit of the Power User Subscription, and the differences compared to Affinity. Payroll From recording your payroll journals, to linking your account with The Payroll Site Legal General terms of service, privacy policies and branding guidelines. 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. 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. Reporting From viewing your profit and loss to analysing your balance sheet. QuickFile offers powerful reporting tools, including project tagging. 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. Document Management Streamline your accounts by emailing or uploading your invoices and receipts to QuickFile. Manage documents with ease. Integrations Make the most of your QuickFile account by linking it with other apps such as Google Calendar, Zapier and more. General General subjects on getting the most from your QuickFile Account Bookkeeping Understanding the basics of bookkeeping.