Using QuickFile for property management

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how to use quickfile for property management

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Hi @BigBoss_luki

We’ll certainly try our best to help.

What capacity would you be using QuickFile, for example, are you the landlord, or an agent?

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Thank you for your response,

I am a private landlord, currently have a 16 property portfolio which will increase in the following months.

Regards,
Michael

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Hi @BigBoss_luki

An approach to this may be:

  • Set each tenant up as a client, and create an invoice for their rent
  • Use GoCardless to accept direct debit payments
  • Use project tags to group sales and purchase invoices by property

I am aware of a property management platform working on an integration with QuickFile, although I don’t have any timescales for this unfortunately. I can certainly ask them to keep you updated if you wish?

This is an open forum, so other users may be able to comment on their own set up too.

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Thanks Matthew, I shall spend some time on QuickFile and use the points you mentioned. The property manager integration sounds a much better software, please may I request a notification when it arrives?

Many thanks,
Michael

1 Like
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Hi @BigBoss_luki

Sure, no problem. I’ll drop you a private message shortly.

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