Integrations
Works alongside QuickBooks
QuickBooks is the system of record for most Infile customers - books, reporting, and often client billing. Infile does not replace QuickBooks; it solves the step before reconciliation: getting complete document packages from clients.
Collect bank statements, tax forms, and supporting files through branded checklist links, then export organized submissions into the same QuickBooks workflow you use today.
Popular with ProAdvisors and bookkeeping firms who serve dozens of QBO clients on fixed monthly fees and need predictable document collection without another per-seat practice suite.
Accounting & bookkeeping
Setup guide
- 01
Build your QBO-aligned template
Create monthly close or tax organizer templates matching the documents you need before opening each client's QuickBooks file.
- 02
Import or add clients
Add clients manually or import from CSV - name, email, and optional tags for entity type or service tier.
- 03
Send passwordless checklist links
Clients upload without a QuickBooks login. Reminders run until the package is complete.
- 04
Export and reconcile
Download ZIP or PDF summaries and attach to the client record in QBO or your document folder structure.
Capabilities
- Monthly bookkeeping document checklists
- Tax organizer templates with conditional logic
- Bulk send to your active QBO client roster
- Automated reminders until completion
- Export organized files for reconciliation
- Dashboard filtered by client and template
- Unlimited clients on flat monthly plans
- Branded portal matching your firm identity
Complement, not replace
Infile handles outbound collection. QuickBooks handles ledger, reporting, and client accounting relationships. Keep both - each does one job well.
ProAdvisor workflow example
On the 1st, send monthly checklists to all managed clients. By the 5th, reconcile clients with complete packages. Reminders handle the rest - you stop chasing statements in text messages.
- Day 1: bulk-send monthly template
- Day 3: first automatic reminder
- Day 5: reconcile complete packages
- Day 7: escalate stalled accounts from dashboard
Direct integrations roadmap
Today firms export completed packages into QuickBooks manually - a five-minute step that still beats email chaos. Native sync integrations are on the roadmap; collection value is available now.
Frequently asked questions
Answers to common questions about this topic.