Digital Accountant

Zero to Hero QuickFile Tutorial

Prepared by Rita Krekovska ACMA, CGMA

| Published on May 1, 2023

QuickFile was designed for the non-accountants giving software users a simple and easy solution to manage their businesses. As long as your 12 months nominal ledger count remains under 1,000 there’s absolutely nothing to pay!

About QuickFile tutorial

The best way to present this software will be if I will take on the role of a real business – so I am running a MakeUp Artist business. I have a salon and I have 2 girls in my team that works for me on an adhoc basis (based on appointments schedule).

Tutorial Summary

In this tutorial I am covering:

-) Intro and Registration process

-) Checking and amending Settings

-) Adding new Bank accounts (incl.Opening balances) and amending Chart of Accounts 

-) Add Suppliers, create Purchases Items list, issue PO (Purchase Orders) 

-) Add Bills, add Bills in Bulk, set up recurring Bills

-) Convert PO to Bill, record receipts (expenses), record Credit Notes, and record Payments on account

-) Add new Customers, issue Estimates (Quotes), create Sales Items list

-) Convert Estimates to Invoices, print Delivery Notes, issue Sales invoices, set up recurring Sales invoices

-) Issue Invoices in Bulk, Credit Notes, record Payments in Advance (Prepayments), and allocate Prepayment to Sales Invoices  

-) Post & correct Journals, record Cash sales, Reconcile Bank, send Customer Statements

-) Reports (P&L, Balance Sheet, Ageing Reports, Tax Summary)

More info

You can check out this software here – https://www.quickfile.co.uk

If you have any questions or need further advice, feel free to reach out to me via email: ritakrekovska@gmail.com

By Rita Krekovska ACMA, CGMA

Rita is Chartered Management Accountant and online influencer known as Digital Accountant.