Hey everyone,
I’ve been building some automation with the QuickFile API and it’s working great, but I’ve hit a wall that’s preventing fully automated bookkeeping.
What I’m doing
I’m using the API to automatically process expense receipts as they arrive via email:
- Extract the merchant, amount, date, category
- Create suppliers via API
- Create purchase invoices via API
- Upload receipts and attach them to the purchases
All of this works perfectly. The receipts are in QuickFile, properly categorized, with attachments.
The problem
But then the purchase invoices just sit there marked as “UNPAID” because I still have to manually go into the bank statement and confirm the match. QuickFile already knows they match (same amount, same date, same supplier) - it suggests the right invoice - but I have to click “Confirm” on each one.
It’s only 10 seconds per transaction but it defeats the whole point of the automation.
What I need
Some way to programmatically reconcile bank transactions to purchase invoices. A few ideas:
- A
Bank_TagTransactionendpoint that lets me link a transaction ID to a purchase ID - An
AutoReconcileflag when creating purchases that tells QuickFile to automatically match it - An endpoint that triggers QuickFile’s existing auto-matching logic
Why this matters
Right now, Xero and FreeAgent both let you do this via their APIs. That’s literally the only reason I’m considering switching, even though I prefer QuickFile’s interface and it’s free for my transaction volume.
I’d happily stick with QuickFile if this last piece was automated.
Safety concerns
I get that auto-reconciliation might seem risky. Could have some safeguards:
- Opt-in setting in account preferences
- Only auto-match if amount + date are exact
- Audit log of what was auto-matched
- Easy undo if something goes wrong
Is anyone else building API automation and hitting this same issue? Would be curious to hear what workarounds people are using.
Cheers,
Will