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Create Clients and Suppliers from Companies House Data


#1

Based on some recent feedback we have now extended our Companies House integration to simplify the creation of client and supplier records. When creating a new client or supplier record you will now find a button to Search Companies House.

You can then simply select the matching company and import the data into your form.

QuickFile will pre-fill the new client or supplier creation form with as much relevant data as possible that can be sourced from Companies House. This will typically include:

  • Company Name
  • Company Number
  • Full Address
  • First listed officer

We have also created two additional buttons in the regular Companies House search tool accessible from Reports >> Companies House. You can then dynamically create new client and supplier records right from a Companies House search.

It’s a relatively small updated but it should allow users to quickly create comprehensive client and supplier records without manually keying them in.


Create Supplier/Client from Companies House Search
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