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QuickFile is a versatile software that offers a range of use cases for users seeking efficient and convenient accounting solutions. With …
Overview
What is Quick File?
QuickFile is an accounting software solution designed to automate routine accounting tasks and simplify record-keeping for small to medium-sized accounts. According to the vendor, QuickFile caters to a diverse range of professionals and industries, including self-employed businesses, landlords, small...
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Product Details
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- Tech Details
What is Quick File?
QuickFile is an accounting software solution designed to automate routine accounting tasks and simplify record-keeping for small to medium-sized accounts. According to the vendor, QuickFile caters to a diverse range of professionals and industries, including self-employed businesses, landlords, small businesses, freelancers, and contractors. With its user-friendly interface and comprehensive features, QuickFile aims to streamline financial management and enhance productivity.
Key Features
Automate your Accounting: According to the vendor, QuickFile offers automated bank feeds and reconciliation, connecting to major UK banks and over 300 other web services. This feature simplifies the maintenance of accurate business records and ensures productivity even while on the move.
Invoice Reminders on Autopilot: QuickFile provides a fully branded portal where clients can conveniently view and pay their invoices. Users can set up automated invoice reminders to streamline the payment process.
User-Friendly Interface: QuickFile Accounting Software is designed to be intuitive and easy to use, with available support when needed.
Receipt Matching: QuickFile allows users to capture and store receipts in the cloud using the QuickFile App for iOS and Android. Receipts can be tagged from the app or uploaded to the Receipt Hub for later tagging, facilitating efficient record-keeping.
Customizable Invoices: QuickFile enables the creation of fully customizable, professional-looking invoices. Users can establish a branded online portal where clients can access, download, print, and pay invoices. Integration with popular payment solutions such as PayPal, Stripe, GoCardless, Square, SumUp, and more is also available.
Free for Small/Medium Sized Accounts: According to the vendor, QuickFile Accounting Software is available at no cost for small to medium-sized accounts, provided the 12-month nominal ledger count remains under 1,000.
VAT Tracking and Filing: QuickFile supports the tracking and filing of VAT Returns directly to HMRC. It accommodates both Standard and Flat Rate VAT methods on a cash or accrual basis.
Comprehensive Reporting: QuickFile offers a range of reports and custom tools to gain valuable insights into business performance. Users can analyze activity with Projects or create customized charts to identify trends.
API Integration: According to the vendor, QuickFile provides a well-documented API that facilitates seamless integration with back-office systems.
Multi-Currency Support: QuickFile supports sales, purchases, and foreign currency bank accounts in multiple currencies, enabling businesses to operate globally.
Quick File Features
- Supported: Accounts Receivable
- Supported: Purchase Order Management
- Supported: Tax Management
- Supported: Bank Reconciliation
- Supported: Expense Tracking
- Supported: General Ledger
- Supported: Billing & Invoicing
- Supported: Accounts Payable
- Supported: Budgeting/Forecasting
- Supported: Fund Accounting
- Supported: Multi-Currency
- Supported: Inventory Management
- Supported: Project Accounting
- Supported: Nonprofits
Quick File Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Android, iPhone, iPad |
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QuickFile is a versatile software that offers a range of use cases for users seeking efficient and convenient accounting solutions. With QuickFile, users can easily track expenses, manage bookkeeping tasks, and securely store client information. The software's impeccable organization of client information ensures that users can quickly locate and access relevant data when needed.
One of the key benefits of QuickFile is its user-friendly interface, which allows even inexperienced users to effectively manage their businesses. From the first day of opening an account, QuickFile proves to be easy to understand and simple to use. Users with little accounting experience find the platform intuitive and appreciate features such as bank feeds and an iOS app for keeping their accounts up-to-date.
QuickFile also eliminates manual data entry by integrating with payment platforms like PayPal, Stripe, and GoCardless, as well as linking with users' banks to automatically import transactions. This feature not only saves users a significant amount of time but also ensures accurate financial records. Furthermore, QuickFile streamlines the invoice system, allowing users to provide invoices with consistent characteristics and automate invoice delivery in real-time.
The software's remote accessibility enables users to work from anywhere and provide clients with invoice notifications and payment visibility. This accessibility also extends to clients, who can view invoices online, improving communication and transparency between business owners and their customers. Additionally, QuickFile automates various accounting tasks, further enhancing efficiency and convenience for users regardless of their location.
With its range of features tailored towards ease-of-use, automation, and remote accessibility, QuickFile proves to be a valuable tool for small business owners, freelancers, and individuals looking for efficient accounting solutions without the need for extensive accounting knowledge or the burden of carrying around a computer.
Bank feed integration and ledger: Users have consistently praised the bank feed integration and ledger in QuickFile, with many stating that it has greatly helped them keep track of their finances.
Automatic receipt monitoring: The automatic receipt monitoring feature in QuickFile has received high praise from users. They appreciate how it allows them to easily connect a Dropbox folder for automatically ingesting receipts and order confirmations, making expense tracking convenient and efficient.
Affordability: Many users find the price of QuickFile to be excellent. Small businesses appreciate that it is free, while larger businesses consider it reasonably priced compared to other accounting software options they have used in the past.
Complicated Software: Some users have found Quick File to be complicated, particularly if they do not have a financial background. They mention that there is a learning curve associated with the software, especially for those who are not familiar with accounting concepts.
Lack of Direct Support: Many paying clients express dissatisfaction with the lack of direct contact options with the support team. Users would prefer faster and more personalized assistance through phone, email, or live chat instead of relying solely on online resources.
Unfriendly Mobile User Interface: The mobile user interface of Quick File is often criticized by users as being unfriendly and in need of improvement. This can make it difficult for users to navigate and use the software effectively on their mobile devices.