QuickFile has a top menu across the screen that gives you access to every area of the platform. See the QuickFile Interface Tour for a tour of it.

Down the left side of the screen is the left menu. Under the Quick search box (see Quick Search), you can build your own menu of links (QuickLinks): links to pages in QuickFile that you use often, or links to other web tools such as your own back office or CMS system. You can also add sub-headers to group your links, put them in the order you want, and remove any you no longer need.

Hide and show the left menu

The left menu runs down the left side of the screen, below the top menu.

Until you add your first link, the left menu shows a short description with the buttons Add link and Hide.

Click Hide to hide the left menu. Click the >> button to bring it back.

Add a custom link

Click Add link in the left menu. The Add a new QuickLink window opens with three options.

Add a link to a page in QuickFile

1. Go to the page in QuickFile that you want to link to.

2. Click Add link in the left menu.

3. Click Add a link to this page.

4. In Give this link a name, type a name for the link. A name can be up to 24 characters long.

   

5. Click Save. The link appears in your left menu at once.

When you click the link, the page opens in the same browser tab.

The window also has a Copy to team members tick box. Its help text (the ? icon) reads: “Check this box if you would like the new menu option to appear for other team members on your account.”

Add a link to another website

1. Click Add link in the left menu.

2. Click Add an external link.

3. In Give this link a name, type the name to show in your menu (up to 24 characters).

4. In Enter external url, type the full address of the website, including http:// or https://.

   

5. Click Save.

An external link opens in a new browser tab.

Add a sub-header

1. Click Add link in the left menu.
2. Click Add a sub-header.
3. In Give this link a name, type a name for the sub-header (up to 24 characters).
4. Click Save.

The sub-header appears in your menu as a bold heading, without the small arrow that links show.

Organise your menu

Once you have added links, you can change their order, group them under sub-headers and delete the ones you no longer need.

1. Click Edit in the left menu. Each item shows a red x at the right.

2. Drag each link or sub-header up or down to where you want it. To group links under a sub-header, place them directly below it.

3. To delete an item, click its red x.

4. Click Done to save the order.

   

Troubleshooting

The message “Your link is invalid, please include the http:// or https:// prefix.” appears

The address for an external link must start with http:// or https://. Add the prefix and click Save again.

My link name is too long

A name can be up to 24 characters long, for links, external links and sub-headers.

The Hide button has gone from the left menu

Hide shows only while the menu has no links. Once you have added a link or sub-header, the left menu shows your links with the Edit and Add link buttons.

I want to change the menu my customers see

The left menu is for you and your team. The menu that your customers see belongs to the client area. See Customising your client area.

Related topics

• QuickFile Interface Tour: Navigate Sales, Purchases, Banking & More: A tour of the top menu, the left menu and what each area of QuickFile is for.
• Quick Search: Find clients, invoices and more from the search box at the top of the left menu.
• Customising your client area: Set up the menu and look of the page your customers see.