QuickFile

quickfile is an online accounting platform for small businesses, enabling invoicing, expense tracking, and financial reporting integrating quickfile with make com allows users to automate invoice creation, synchronize client data, and streamline bookkeeping workflows between quickfile and other business tools this is ai generated content based on official quickfile documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www quickfile co uk/home/contact directly requirements to use the quickfile app in make, you must have an active quickfile account a registered application and an api key, https //www quickfile co uk/ for subscription, refer to the https //www quickfile co uk/ connect quickfile and {{product name}} to get started, you must first create a connection between quickfile and {{product name}} , allowing the two services to communicate obtain your api key in your quickfile account create the connection in make obtain your api key in your quickfile account before you create the connection in {{product name}} , you should first obtain your api key in your quickfile account to obtain your api key navigate to the account settings menu in the top right corner after logging in locate your account number displayed in the top right corner of the screen and copy the account number click on 3rd party integrations or api in the account settings menu copy the api key displayed under the api section click create a quickfile app or similar option to register a new application enter an application name and description if prompted select the api methods you require access to for your application copy the client id displayed after your application is registered you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //api quickfile co uk/ create the connection in {{product name}} https //www make com/en/register , add the quickfile module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your quickfile account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page quickfile modules after connecting to the quickfile app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a bank account creates a new bank account within your selected financial institution create a client creates a new client profile in the system create an invoice generates a new document, allowing you to create an invoice, an estimate, or a recurring invoice template for your clients delete a client deletes an existing client record from your database or system delete an invoice deletes a selected invoice, estimate, or recurring invoice template from your account get a client fetches detailed information about clients and their associated contacts get an invoice fetches detailed information for a specific invoice, estimate, or recurring invoice template make an api call executes a custom api request to the connected service using your authorized credentials search bank accounts searches for specific bank accounts or retrieves a complete list of all available bank accounts search clients searches for specific clients based on given criteria or retrieves a complete list of all clients search invoices searches for specific invoices or retrieves a complete list of all invoices update a client updates the details of an existing client record in your database update an invoice updates the details of an existing invoice, estimate, or recurring invoice template with new information templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} quickfile resources you can have access to more resources related to this app on the following links https //community make com/search?q=quickfile https //www quickfile co uk/ https //api quickfile co uk/ https //www make com/en/integrations/quickfile