QuickFile

Create a new invoice, estimate, or recurring invoice template.

Retrieve a single invoice, estimate or recurring invoice template.

Retrieve a URL to download the PDF document for an invoice or estimate.

Search for invoices and estimates based on a set of search parameters.

Send an invoice or estimate by email or snail mail.

Create a new bank account.

Return a list of bank balances for an array of account IDs.

Return a list of bank accounts grouped by type.

Query bank account transactions by date range, nominal code, reference or amount.

Create or update a purchase invoice.

Delete a purchase invoice.

Retrieve a purchase invoice.

Search for purchase invoices based on parameters.

Create a new supplier record.

Delete a supplier record.

Retrieve supplier data.

Retrieve supplier records based on search parameters.

Create a new inventory item or task.

Retrieve an inventory item or task.

Search for inventory items or tasks based on search parameters.

Create a new journal entry.

Delete a journal entry.

Retrieve a journal by reference.

Create a new payment record (from client or suppliers) and allocate to invoices or credits.

Retrieve a payment record.

Search for payments/credits based on parameters.

Mark an estimate as accepted or declined.

Create an invoice from a given estimate.

Return a full list of nominal ledgers for a given range/parameters.

Query nominal ledger transactions by date/amount and other filters.

Retrieve a debtor or creditor ageing report.

Retrieve a balance sheet report.

Notifications are sent to your configured endpoint for events such as invoices, payments, clients, suppliers, etc. (endpoint is user-defined, not a QuickFile path).

Webhook events are delivered to a user-configured HTTPS endpoint (no fixed QuickFile path).

Retrieve client records based on a set of search parameters.

Upload a document to QuickFile Document Management or Receipt Hub.

Create a new purchase order record.