ERPNext: Quickfile Sync

ERPNext Features Item Code: Feature-Quickfile

UOM : Unit

Do you need to connect ERPNext to your Quickfile account? Maybe you need to live-sync, migrate or just pull your bank transactions.

Currently the integration only supports Bank Transaction sync, but please contact us if you need another feature.

Here is a list of the supported Open Banking Providers.

Also available on frappe cloud.

Set up your Quickfile Account

Create a new Quickfile Settings document for your Company. You'll need to find two pieces of information from your Quickfile account:

Account Number: Go to Quickfile Account Settings, Company Settings
Token: Go to Quickfile Account Settings, 3rd Party Integration, App Marketplace and Connect with ERPNext

The contact you select will receive the consent notifications below. Complete the other settings and hit Save, the status should change to Authorised

Bank Accounts

Next go to the Bank Accounts in ERPNext and click the Link to Quickfile button, pick the Quickfile Settings and Bank Account that matches.

Make sure the Last Integration Date is set to the earliest Bank Transaction date you want to sync.

That's it. Your bank account transactions will be synced at 8AM every morning.

Consent Notifications

ERPNext will send an email notification in the week before your bank account connection expires.