Just wondering if anyone uses Quickfile Affinity for their clients book-keeping?
With MTD coming up we are trying to move our excel book-keeping onto a cloud package, has to be cheap so no Xero/Freeagent, mostly cash accounting clients so an easy way to import bank statements (bank feeds too risky at present), we have tried sage Start (£1 a month) which is horrible - QF seems to be a possible answer (cost around £2 per month per client).
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Isn't QF owned by an accounting firm?
It is, but they promise not to promote any consultancy services to clients signed up through your dashboard.
I've got a client using it, and had others use it in the past. I can't log in to the new client with my normal email address because it's still associated with the old client's record unless I create a paid for dashboard.
Given that there is no chance of me recommending it to any other client, that's not going to happen.
I use it.
I have the Affinity dashboard and it doesn't cost me a penny.
Two clients are on it and it works just as well as Quickbooks / Xero. One client gets bank feeds and the other doesn't.
I love it. I also have it white labelled, so that when clients log on, they don't see 'Quickfile', they see my firm's name and logo.
I'm surprised I don't have to pay for this, but I don't.
It gets a thumbs up from me!
We find QF brilliant for the smallest clients; we've been using it for 3 years and no hint of attempts at client poaching yet.
It's weakness is in reporting, which doesn't compare with Xero, but in most other respects it's incredibly user-friendly and efficient to use. I particularly love the ability to bulk-move transactions the client has mis-posted!
I haven't any experience of quickfile but one I would look at is Wave which is free and they have a receipt scanning app within it - free too. It's funded by advertising but I have to say I was pleasantly surprised at how unobtrusive the advertising is when you're using Wave.
The VAT problem has been fixed on the sales side, try using the Cash Register button.
https://community.quickfile.co.uk/t/cash-register-tool/15076
'you have to create an invoice in the sales or purchase ledger for every transaction'
This is easily dealt with via the bank screen, no need to go in to either the sales ledger or purchase ledger.
Also, I have set up bank tagging rules to automate the process. It is now very fast and 100% accurate.