QuickFile

quickfile is an accounting software for small and medium businesses, offering invoicing, bank feeds, vat, and reporting integrating quickfile with make com enables automated invoice creation, bank transaction syncing, and streamlined document management within business workflows 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 copy the account number displayed in the top right corner of the dashboard when logged in navigate to the account settings menu click on 3rd party integrations click on api copy the api key displayed on screen create a new application in the api section if required copy the application id assigned to your application 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 //community quickfile co uk/t/api partners/15344 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 for a user within the specified financial institution create a client creates a new client profile in your database 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 a specific 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 retrieves 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 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 based on your criteria 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