Hi @DerekT
I’ll certainly try to help with your queries.
By “register itself”, do you mean set up a QuickFile account on behalf of a user? If so, this isn’t possible. The only method of setting up an account at present, is to do it manually from our main website.
This isn’t possible at present, but you’re welcome to start a thread in the Feature Request category and we can consider this as a potential extension in the future.
For reference, you can view all available methods for the ledgers here.
I’m not sure what you mean by payment types?
If you were to apply project tags to the invoices and purchases, then I can’t see there being an issue. While a P&L isn’t available on a per project tag basis via the API, you could perform basic calculations by using the Invoice_Search function, limiting the results to the specific project tag.
However, as with the point above, you’re welcome to start a feature request for this if you wish.
Each QuickFile account is setup with a standard chart of accounts when it’s created. The exact nominals created varies depending on whether Sole Trader, Partnership, Limited Company etc. was chosen. But they can be added to freely, just not via the API at this time.
Do you mean the account sizes - XS, S, M, L and XL? These aren’t defined by the user, but calculated by QuickFile based on the number of entries in the account. There’s more details on this here.
From your queries, I’m either on a different wavelength (highly likely on a Sunday!), or the concept of QuickFile apps isn’t quite what you’re looking for.
The app marketplace on QuickFile allows you to create an app with set privileges (such as allowing invoices to be created, suppliers to be viewed, documents to be uploaded and so on). The app would sit in a public marketplace within a QuickFile account and can be activated by the user. This generates a token which can then be given to the app to retrieve the details to make the connection.
For your reference, you may find these pages useful:
https://api.quickfile.co.uk/
Of course, if you have any further queries, please don’t hesitate to reply here and either myself, my colleagues, or another member of our community will try and help 