Commerce

QuickFile

2min

With QuickFile modules in Make, you can:

  • search, retrieve, create, update, and delete clients
  • search, retrieve, create, update, and delete invoice
  • search and create bank accounts

To get started with QuickFile, create an account at Zendesk.com.

Connect QuickFile to Make

To connect QuickFile app, you need to obtain the Account Number, API Key, and Application ID.

  1. Log in to your QuickFile account.
  2. Copy the Account Number at the top right corner.

  3. Click Account Settings > 3rd Party Integration > API. Copy the Account API Key to a safe place.

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  4. Click Account Settings > 3rd Party Integration > API > App ID. Copy the AppID to a safe place.

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  5. In your Make account, insert a QuickFile module in your scenario and click the Add button next to the Connection field.

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  6. In the Connection name field, enter a name for the connection.
  7. In the Account Number, API Key, and Application ID fields, enter the details copied in steps 2, 3, and 4. Click Save.
    You have successfully connected the QuickFile app and can now build Make.



Updated 25 Mar 2025
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