QuickFile can connect securely to your Microsoft OneDrive account to automatically import receipts and other business documents to your Receipt Hub.

When you link QuickFile to OneDrive, a dedicated folder is created in your OneDrive account:

OneDrive/QuickFile_Receipts/..

Any files placed into this folder are automatically imported into the QuickFile Receipt Hub , where you can:

• Preview the document
• Apply AI analysis to extract key information and suggest tagging options
• Link it to an existing purchase
• Create a new purchase record
• Move it to the Document Manager

Important: QuickFile only tracks activity within the designated “QuickFile_Receipts” folder and any sub-folders you setup for account routing.

Setting up OneDrive integration in QuickFile

Linking your OneDrive account to QuickFile takes just a few steps:

1. Log in to QuickFile and go to Account Settings
2. Under 3rd Party Integration, select Cloud storage integrations
3. Click on the OneDrive logo and then click Connect

You will then be redirected to OneDrive, where you must:

4. Log in to your OneDrive account
5. Authorise access for QuickFile Accounting software

Once authorised, the integration is complete and your QuickFile_Receipts folder on OneDrive will be ready to use.

Supported file types

QuickFile will automatically import the following file types from OneDrive:

• PDF documents
• Images (PNG, GIF, JPG, TIF)
• Word documents (including RTF)
• Excel spreadsheets (including CSV)
• Text files (Notepad)
• HTML documents

Any unsupported file types will be ignored.

Managing multiple QuickFile accounts within your OneDrive

QuickFile allow you to create multiple sub-folders in your main QuickFile_Receipts folder for the purpose of routing documents to specific QuickFile accounts.

You must first connect OneDrive to each of your QuickFile accounts. You can then select an individual target folder for each integration. Make sure to create the folders first in your OneDrive.

If you select a target folder QuickFile will only track and synchronise changes within this folder.

Data limits

Each QuickFile account has a daily storage transfer limit of 262 MB. QuickFile also has an individual file size limit of 5 MB, any files that exceed this will be ignored.

If the total size of files placed in the OneDrive folder exceeds this limit:

• Files up to the limit will be imported
• Remaining files will be ignored until the limit resets the following day

How long does an import take?

When a file is added to the designated OneDrive folder, OneDrive notifies QuickFile immediately.

In most cases, files appear in the Receipt Hub within five minutes, depending on:

• File size
• Internet connection speed

If files do not appear, the most common reasons are:

• Unsupported file type
• Daily transfer or file limit exceeded
• Duplicate file name exists already present in the Receipt Hub

You can also use the “Sync” button to manually query your OneDrive account for any new files.