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does anyone use Quickfile Affinity?

Quickfile Affinity

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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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By pacta
28th Sep 2016 10:07

Isn't QF owned by an accounting firm?

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Replying to pacta:
By Cloudcounter
28th Sep 2016 10:24

pacta wrote:

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.

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By Manchester_man
28th Sep 2016 16:45

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!

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By Connie1
29th Sep 2016 13:06

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!

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By MarieD
29th Sep 2016 17:29

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.

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blue sheep
By Nigel Henshaw
02nd Oct 2016 14:12

Thanks for the replies, I have started using it this week and it seems very good, I especially like the CSV bank upload as I do not feel happy with bank feeds security yet.

Two things I do not understand, firstly it is free to use up to 1000 nominal transactions if you sign up as a business, but you can only have one account per email address. If you want to sign up more than one client you have to do that through Affinity which you pay for no matter how many transactions. Seems a very odd pricing structure.

Secondly, if you are VAT registered you have to create an invoice in the sales or purchase ledger for every transaction even if you are on cash accounting, so it is not great if you use it like a cashbook.

But overall I really like it

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Replying to NH:
By John Wheeley
02nd Mar 2017 11:13

The VAT problem has been fixed on the sales side, try using the Cash Register button.

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Replying to NH:
By John Wheeley
19th Apr 2018 11:41

'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.

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