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QuickFile Connect - User Quotations


#1

Introduction

The top 10 advertisers on QuickFile Connect will automatically receive quotation request emails from QuickFile users seeking help. The quotation system allows users to complete a short checklist to define exactly what type of services they are looking for along with additional information on the size of their business, turnover, industry sector, income/expenditure breakdown and filing dates.

If you are a Connect Advertiser then you will automatically receive email quotation requests for the types of businesses you are targeting (e.g. limited companies, sole traders and partnerships).

How do I enable QuickFile Connect quotations?

Whenever you create an ad listing within the Connect module on Affinity you will automatically receive quotation requests from QuickFile users with the type of business for which your ad is targeting, e.g. limited companies, sole traders and partnerships.

Is there any additional cost to receive quotation requests?

No, as long as you have an active listing on QuickFile Connect you will receive the quotation request emails.

Can I change the email to which quotation requests are delivered?

By default your quotation requests will be sent to the primary user email address on your Affinity account. If you would like to have these emails sent to a different address, please contact us and we will update this information.

What information will be provided in the quotation request?

Here is a list of the key bits of information included in a quotation request. Not all fields are mandatory and the information provided will depend on the checklist options selected by the user.

Type of services required

A couple of bullet points outlining the type of services required.

Income received (Bookkeeping/setup queries only)

This section will be available if this user is seeking assistance with setting up QuickFile or bringing their accounts up to date. It will show how the business income is processed, e.g. cash, card, bank transfers, cheque etc.

Outgoings made (Bookkeeping/setup queries only)

This section will be available if this user is seeking assistance with setting up QuickFile or bringing their accounts up to date. It will show how the business outgoings are made, e.g. cash, card, bank transfers, cheque etc.

Number of investment properties (Self Assessment)

This section will be available if this user is seeking assistance with Self Assessment. The number of properties from which the individual received investment income during the accounting period.

Number of employed positions and directorships (Self Assessment)

This section will be available if this user is seeking assistance with Self Assessment. The number of employed positions and directorships held during the accounting period.

Business name

The trading name of the business which is seeking assistance.

Business type

The trading model of the business, e.g. limited company, sole trader or non-limited partnership.

Accounts due date (incorporated companies only)

For incorporated companies. Will show when the accounts are next due at Companies House

Return due date (incorporated companies only)

For incorporated companies. Will show when the annual return is next due at Companies House

Incorporation date (incorporated companies only)

For incorporated companies. The date the company was incorporated at Companies House.

Approx number of months bookkeeping need completing.

In cases where the user is seeking help to bring their accounts up to date we will ask them how many months behind they are. This will enable you to more accurately estimate your costs.

Approximate annual turnover

The approximate annual turnover of the business for the most recent completed trading period.

Industry

The industry sector or activities carried out by the business.

Additional comments

The user may provide additional information regarding the services they require in the additional comments box. This field is mandatory whenever the user selects the option “None of the above” for the type of services required.

Contact name

The name of the contact within the business whom you should correspond with.

Contact email

The email address of the contact within the business whom you should correspond with.

Account created

The date the user’s account was created.

Account size

The size of the account (e.g. XS, S, M, L or XL), this is determined by the number of nominal entries within the account over a rolling 12 month period. You can read more about how we determine account sizes [here][27] .

Ledger entries over last 12 months

The number of ledger entries on the account over a rolling 12 month period. The ledger entries for any QuickFile account can be accessed from the Chart of Accounts page by drilling down into a given nominal code.

Total number of ledger entries

The total number of ledger entries on the account. The ledger entries for any QuickFile account can be accessed from the Chart of Accounts page by drilling down into a given nominal code.