- How do I enable QuickFile Connect quotations?
- Is there any additional cost to receive quotation requests?
- Can I change the email to which quotation requests are delivered?
- What information will be provided in the quotation request?
- Type of services required
- Income received (Bookkeeping/setup queries only)
- Outgoings made (Bookkeeping/setup queries only)
- Number of investment properties (Self Assessment)
- Number of employed positions and directorships (Self Assessment)
- Business name
- Business type
- Accounts due date (incorporated companies only)
- Return due date (incorporated companies only)
- Incorporation date (incorporated companies only)
- Approx number of months bookkeeping need completing.
- Approximate annual turnover
- Additional comments
- Contact name
- Contact email
- Account created
- Account size
- Ledger entries over last 12 months
- Total number of ledger entries
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).
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.
No, as long as you have an active listing on QuickFile Connect you will receive the quotation request emails.
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.
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.