All the features of QuickFile compressed into nice neat bullet points.
- Highly intuitive software, no jargon, simple bookkeeping for the non-accountant.
- The software is constantly updated giving you the best tools in the industry to manage your accounts.
- Save £1000s on unnecessary bookkeeping fees.
- Highest level 256bit SSL Security similar to that which you will find in the banking industry.
- 24-hour offsite backups of your data. 15 minute full backups, minimising risk of data loss.
- Optional weekly backups by email or directly to your Dropbox account.
- Configure multiple users with restricted access levels.
- Two factor authentication with Google Authenticator
- Create one-off invoices.
- Setup a recurring invoice profile to auto-send invoices according to your schedule.
- Create estimates and allow the client to accept/decline.
- Send invoices by email with full customisation over the wording.
- Send invoices by post (Worldwide).
- Inline invoice comments
- Full multi-currency support, invoice in over 100 currencies.
- Multilingual support enables you to invoice in six different languages.
- Configure the style, layout, colours and images that will appear on your invoices.
- CSS Designer for advanced invoice editing.
- Custom branded administration and client area.
- Full reporting enables you to see your financial position at any given time.
- Sophisticated search and aggregation tools for invoices and clients.
- Process full and partial refunds.
- Tag invoices as paid directly from the bank.
- Create and email account statements to your clients. Attach statements to a recurring schedule.
- Manage 1000s of inventory items.
- Invoice for time-related services (i.e. by the hour).
- Link the client area into your payment portal for faster online payments. Currently supporting Worldpay, GoCardless, - SagePay, Stripe, Bitcoin, PayPal and PaymentSense.
- Attach files to your invoices.
- Automated overdue reminders by email, with configurable timing and templates
- Fully integrated with GoCardless for one-off and repeat Direct Debit collection.
- Invoice revision history, track changes to invoices and estimates.
- Cash and Accrual based VAT accounting.
- Full support for EC Sales and VAT exemption.
Full support for EC Acquisitions and VAT exemption.
- Online integration with HMRC allowing VAT returns to be prepared and sent electronically.
- Online integration with HMRC allowing EC Sales List to be prepared and sent electronically.
- Full support for Flat Rate VAT accounting.
- Log purchases with multiple items and categorisation.
- Add new supplier records on the fly.
- Record payments in-line with your purchase.
- Process full and partial credit notes.
- Tag purchases as paid directly from the bank.
- Expense in foreign currencies.
- Upload digitised receipts to your purchase records from the website or with our iPhone App.
- Obtain instant categorisation help on 1000s of items. Removing doubt over where items should be posted.
- Create, track and convert purchase orders.
- Setup recurring purchase profiles to be created, weekly, monthly or yearly.
- QuickFile is FCA registered and connects to all major UK business bank account providers through Open Banking.
- Full multi-currency support with live exchange rates.
- Upload bank data from your online banking application in CSV format.
- Individual and bulk tagging system for rapid categorisation and sales and purchase generation.
- Drill down on bank transactions to retrieve invoice and purchase documents.
- Intelligent search allows you to pull up similar transactions.
- Dashboard view of your most frequently used accounts.
- Bank statement matching tools to easily reconcile with your paper statement.
- Open Banking compliant, along with custom transaction feeds for Starling, American Express, PayPal, Stripe, Ebay and many more current account and payment service providers.
- All QuickFile accounts are provided with a unique sub domain e.g. MyCompany.QuickFile.co.uk.
- Create custom branded administration and client areas.
- Select from ten pre-saved colour themes or build your own.
- Create your own horizontal tab menus for integration with your company website.
- Upload your own company logo.
- Advanced support for full HTML customisation of the headers and footers.
- Fully customisable invoice design.
- Manage 100s of QuickFile account from one dashboard.
- Track key filing dates, view officers, download filing history. Fully integrated with Companies House.
- White label QuickFile to match your own corporate branding.
- Internal messaging system for communicating with clients.
- Create Workspace areas to share files with your clients and collect routine information to complete various year-end formalities.
- Create customised templates for messaging your clients.
- Advanced, segmented Profit and Loss statement broken down into months, quarters and years.
- Allow your suppliers to create their invoices for you and post them directly into your QuickFile account.
- Provide a fully branded client area where your customers can log in, view, print and pay their invoices online.
- Basic Profit and Loss report.
- Basic Balance Sheet report.
- Full access to chart of accounts and nominal ledgers.
- Create your own customer reports and display your data in graph and tabular format.
- Export your data view to CSV throughout many areas of QuickFile.
- Debtor and Creditor ageing reports.
- Historical debtor and creditor reports.
- Full project level reporting.
- Trial balance.
- Advanced segmented profit and loss reports by monthly, quarterly or yearly periods.
- Send and receive messages to and from your clients using our internal messaging system.
- Create email templates for routine communications with your clients (e.g. change of password, new invoice created, etc)
- Configure access for your staff with individually allocated logins.
- Send letters to your clients and suppliers, full integration with I-Mail who can print and dispatch your correspondence.
- Full audit trail available through the event logger.
- 6-month audit log of sent emails
- Automatic date tracking for limited companies. We will poll Companies House for the latest filing dates.
- Live charts for sales and purchases along with client and supplier level data.
- Keyboard shortcuts