Name: Quick File
Author: Quick File

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Development

Higher Education

K-12 Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

File Sharing

Smart Spaces

Streaming Analytics

Enterprise

Accounting

Financial Close

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Cost Management

Cloud Storage

Data Preparation

Debugging

Edge Computing

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Managed Hosting

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Runtime Application Self-Protection

Secure Web Gateway

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

App Store Optimization (ASO)

Community

Content Experience

Content Management

Creative Collaboration

Customer Journey Mapping

Digital Asset Management

Email Marketing

Marketing Automation

Online Proofing

Public Relations (PR)

Sales and Marketing Automation

Social Media Management

Social Media Marketing

Survey & Forms Building

Video

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Content Management

Sales

Chiropractic

Civil Engineering

ID Card

Moving Software

Nonprofit Fundraising

Oil and Gas

Tax Practice Management

Vertical-Specific

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### Accounting Basics
User consensus seems to be that Quick File's accounting features are a strong point. Users appreciate the ease of conducting day-to-day accounting tasks such as invoicing and purchases without the need for extensive training. The software's ability to facilitate efficient management of financial activities like sales, purchases, and invoicing has garnered positive feedback. Additionally, the integration of bank feeds and the availability of a cloud-based platform for online access to payments and invoices have been highlighted as efficient tools for businesses. Despite some initial learning curves for those unfamiliar with accounting concepts, users have found Quick File's accounting basics to be user-friendly and effective for their financial management needs.

### Invoicing and Payments
User consensus seems to be that Quick File excels in invoicing and payments functionality. Users appreciate the ease of creating invoices, managing payments, and integrating with various platforms like PayPal and Stripe. The software's ability to streamline invoicing processes, customize payment terms for clients, and provide automatic invoicing and reminders has garnered positive feedback. Additionally, the affordability and efficiency of Quick File in handling accounting activities related to sales, purchases, and invoicing have been highlighted as significant advantages by users. The integration of an app for on-the-go invoicing and receipt recording has further enhanced the overall invoicing and payments experience for Quick File users.

### VAT and Tax Handling
Users appreciate Quick File's VAT handling functionality for its ease of use and accuracy in filing returns. The software's ability to convert currencies for VAT payments and streamline year-end accounting processes has garnered positive feedback. Additionally, the option to integrate with various payment gateways for cross-border transactions adds to the overall efficiency of managing VAT obligations.

### Mobile Accounting
Some users appreciate Quick File's mobile accounting capabilities, highlighting its ease of use and integration with various platforms. However, others find the mobile interface lacking in user-friendliness and efficiency, suggesting room for improvement in terms of functionality and performance. Despite differing opinions, the overall consensus on Quick File's mobile accounting features appears to be mixed, with users expressing both positive and negative experiences with its mobile capabilities.

### User Interface and Experience
Users consistently highlight Quick File's user-friendly interface as a standout feature, praising its simplicity and ease of use. While some users find the mobile interface less intuitive, the desktop version garners widespread acclaim for its efficiency in managing tasks like creating invoices, managing inventory, and integrating with various platforms. The software's support for multiple currencies and payment gateways further enhances its appeal, making it a valuable tool for businesses of all sizes. Despite minor drawbacks, the overall sentiment towards Quick File's user interface and experience remains positive, with users appreciating its straightforward approach and essential features tailored for small and medium-sized enterprises.

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.



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.

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.

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

SAP S/4HANA Cloud

Quick File

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Quick File

Overview

What is Quick File?