--- title: QuickFile slug: quickfile description: How to integrate QuickFile with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_quickfile.png docTags: createdAt: 2025-02-03T13:28:22.759Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/quickfile.png" alt="QuickFile logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :::hint{type="warning"} 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 [QuickFile](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, [create your account on QuickFile](https://www.quickfile.co.uk/). For subscription, refer to the [QuickFile pricing page](https://www.quickfile.co.uk/). # Connect QuickFile and Make To get started, you must first create a connection between QuickFile and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your QuickFile account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your QuickFile account Before you create the connection in Make, you should first obtain your **API Key** in your QuickFile account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** account settings menu** in the top right corner after logging in. ::: :::WorkflowBlockItem Locate your** account number** displayed in the top right corner of the screen and copy the** account number**. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/quickfile_API_Key) ::: :::WorkflowBlockItem Click on** 3rd party integrations** or** API** in the** account settings menu**. ::: :::WorkflowBlockItem Copy the** API** key displayed under the** API** section. ::: :::WorkflowBlockItem Click** Create a QuickFile App** or similar option to register a new application. ::: :::WorkflowBlockItem Enter an** application name** and** description** if prompted. ::: :::WorkflowBlockItem Select the** API** methods you require access to for your application. ::: :::WorkflowBlockItem Copy the** Client ID** displayed after your application is registered. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://api.quickfile.co.uk/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the QuickFile module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # QuickFile modules After connecting to the QuickFile app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Bank Account Creates a new bank account within your selected financial institution. ::: :::ExpandableHeading ### Create a Client Creates a new client profile in the system. ::: :::ExpandableHeading ### Create an Invoice Generates a new document, allowing you to create an invoice, an estimate, or a recurring invoice template for your clients. ::: :::ExpandableHeading ### Delete a Client Deletes an existing client record from your database or system. ::: :::ExpandableHeading ### Delete an Invoice Deletes a selected invoice, estimate, or recurring invoice template from your account. ::: :::ExpandableHeading ### Get a Client Fetches detailed information about clients and their associated contacts. ::: :::ExpandableHeading ### Get an Invoice Fetches detailed information for a specific invoice, estimate, or recurring invoice template. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Bank Accounts Searches for specific bank accounts or retrieves a complete list of all available bank accounts. ::: :::ExpandableHeading ### Search Clients Searches for specific clients based on given criteria or retrieves a complete list of all clients. ::: :::ExpandableHeading ### Search Invoices Searches for specific invoices or retrieves a complete list of all invoices. ::: :::ExpandableHeading ### Update a Client Updates the details of an existing client record in your database. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # QuickFile resources You can have access to more resources related to this app on the following links - [QuickFile topics on Make community](https://community.make.com/search?q=QuickFile) - [QuickFile website](https://www.quickfile.co.uk/) - [QuickFile API documentation](https://api.quickfile.co.uk/) - [QuickFile page on make](https://www.make.com/en/integrations/quickfile) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::