Connect QuickFile integrations
Balance your business accounts to instantly track client invoices, log receipt uploads, and manage records. Integrating QuickFile with our workflow automation tool lets you trigger transaction reconciliations, update bank feeds, and file VAT returns. Create your free Make account today to activate your first automated accounting pipeline.
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Connect QuickFile to your business stack with Make to automate accounting tasks and sync financial data instantly. Start your free Make trial today to integrate QuickFile and boost productivity!
Creates a new bank account.
Creates a new client record.
Creates a new invoice, estimate or recurring invoice template.
Deletes a client record.
Deletes an invoice, estimate or recurring invoice template.
Retrieves client and contact data.
Retrieves a single invoice, estimate or recurring invoice template.
Performs an arbitrary authorized API call.
Searches for bank accounts or lists them all.
Connect any app with QuickFile
Popular QuickFile workflows.
Connect QuickFile with Make to automate your accounting workflows. Sync invoices, track payments, and save time.
Save Time by Automating Your QuickFile Accounting on Make
Connect QuickFile to Make to instantly link Shopify, WooCommerce, Google Calendar, and Mailchimp. Automatically sync sales, invoices, and customer data to eliminate manual admin work.
Automatically generate QuickFile invoices the moment a customer makes a purchase on Shopify or WooCommerce.
Save hours of admin work by automatically moving customer and sales data directly into your accounting software.
Instantly turn your Google Calendar events into QuickFile invoices so you never forget to bill for a client meeting.
Automatically create new client profiles in QuickFile as soon as someone signs up through marketing tools like Mailchimp.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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