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. |
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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 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. For subscription, refer to the QuickFile pricing page.
Connect QuickFile and Make
To get started, you must first create a connection between QuickFile and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the QuickFile module to your scenario, 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 Connect an applicationConnect an application. page.
QuickFile modules
After connecting to the QuickFile app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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