QuickFile Connect - User Quotations
The top 10 advertisers on QuickFile Connect will automatically receive quotation request emails from QuickFile users seeking help. The quotation system allows users to complete a short checklist to define exactly what type of services they are looking for along with additional information on the size of their business, turnover, industry sector, income/expenditure breakdown and filing dates.
If you are a Connect Advertiser then you will automatically receive email quotation requests for the types of businesses you are targeting (e.g. limited companies, sole traders and partnerships).
Whenever you create an ad listing within the Connect module on Affinity you will automatically receive quotation requests from QuickFile users with the type of business for which your ad is targeting, e.g. limited companies, sole traders and partnerships.
No, as long as you have an active listing on QuickFile Connect you will receive the quotation request emails.
By default your quotation requests will be sent to the primary user email address on your Affinity account. If you would like to have these emails sent to a different address, please contact us and we will update this information.
Here is a list of the key bits of information included in a quotation request. Not all fields are mandatory and the information provided will depend on the checklist options selected by the user.
A couple of bullet points outlining the type of services required.
This section will be available if this user is seeking assistance with setting up QuickFile or bringing their accounts up to date. It will show how the business income is processed, e.g. cash, card, bank transfers, cheque etc.
This section will be available if this user is seeking assistance with setting up QuickFile or bringing their accounts up to date. It will show how the business outgoings are made, e.g. cash, card, bank transfers, cheque etc.
This section will be available if this user is seeking assistance with Self Assessment. The number of properties from which the individual received investment income during the accounting period.
This section will be available if this user is seeking assistance with Self Assessment. The number of employed positions and directorships held during the accounting period.
The trading name of the business which is seeking assistance.
The trading model of the business, e.g. limited company, sole trader or non-limited partnership.
For incorporated companies. Will show when the accounts are next due at Companies House
For incorporated companies. Will show when the annual return is next due at Companies House
For incorporated companies. The date the company was incorporated at Companies House.
In cases where the user is seeking help to bring their accounts up to date we will ask them how many months behind they are. This will enable you to more accurately estimate your costs.
The approximate annual turnover of the business for the most recent completed trading period.
The industry sector or activities carried out by the business.
The user may provide additional information regarding the services they require in the additional comments box. This field is mandatory whenever the user selects the option “None of the above” for the type of services required.
The name of the contact within the business whom you should correspond with.
The email address of the contact within the business whom you should correspond with.
The date the user’s account was created.
The size of the account (e.g. XS, S, M, L or XL), this is determined by the number of nominal entries within the account over a rolling 12 month period. You can read more about how we determine account sizes [here][27] .
The number of ledger entries on the account over a rolling 12 month period. The ledger entries for any QuickFile account can be accessed from the Chart of Accounts page by drilling down into a given nominal code.
The total number of ledger entries on the account. The ledger entries for any QuickFile account can be accessed from the Chart of Accounts page by drilling down into a given nominal code.
