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QuickFile

Connect QuickFile integrations

Modernize your company's bookkeeping by automating QuickFile to instantly create custom invoices and track receipts in the cloud. Linking this software with our workflow automation tool lets you import bank feeds, record client payments, and sync MTD VAT returns in real time. Sign up for a free account today to activate your first automated accounting pipeline.

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Verified

QuickFile

This app is supported and maintained by Make.

Triggers and actions

Developed, supported and maintained by community users.

Create a Bank Account
Creates a new bank account.
Action
Create a Client
Creates a new client record.
Action
Create an Invoice
Creates a new invoice, estimate or recurring invoice template.
Action
Delete a Client
Deletes a client record.
Action
Delete an Invoice
Deletes an invoice, estimate or recurring invoice template.
Action
Get a Client
Retrieves client and contact data.
Action
Get an Invoice
Retrieves a single invoice, estimate or recurring invoice template.
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
Update a Client
Updates an existing client record.
Action
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QuickFile

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Popular QuickFile workflows

Connect QuickFile with Make to automate your accounting. Sync invoices, track payments, and simplify your daily business workflows.

Commerce

Create a QuickFile invoice for new WooComerce order

Every time a new WooCommerce order is created, Make will automatically create an invoice in QuickFile.

Create a QuickFile invoice for new WooComerce order
Use template
Commerce

Create a QuickFile invoice for new Shopify order

Every time a new Shopify order is created, Make will automatically create an invoice in QuickFile.

Create a QuickFile invoice for new Shopify order
Use template
App Families

Create a QuickFile invoice for new Google Calendar event

Every time a new Google Calendar event is created, Make will automatically create an invoice in QuickFile.

Create a QuickFile invoice for new Google Calendar event
Use template
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Supercharge your workflows

Integrate and automate QuickFile with Make to simplify your bookkeeping

By using Make to connect QuickFile with Shopify, WooCommerce, Mailchimp, and Google Calendar, you can automate your billing workflows and keep your accounting records updated without manual data entry.

Automated e-commerce billing

Instantly generate QuickFile invoices whenever a customer buys from your Shopify or WooCommerce store.

Calendar-to-invoice syncing

Turn Google Calendar appointments into QuickFile invoices automatically to simplify billing for your services.

Seamless client onboarding

Automatically create new QuickFile client profiles directly from your Mailchimp subscriber sign-ups.

No more manual data entry

Eliminate copy-pasting between your apps to prevent bookkeeping mistakes and save hours of work.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.