QuarterLink
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← Who it’s for

QUARTERLINK FOR SELF-EMPLOYED PEOPLE

From your records
to a clearer quarter.

Keep the spreadsheets you use for your business. Bring in your income and expenses, check the figures and prepare a quarterly update for each self-employed business.

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£4 /month or £40/year

View plan details
  • Keep your Excel or CSV files
  • One or more businesses
  • Your figures, checked by you

A FAMILIAR FILE. A CLEAR NEXT STEP.

Your books. Three clear steps.

A familiar starting point for each business, with a clear path from your spreadsheet to quarterly review.

  1. A spreadsheet character imports an income and expenses file into a laptop.

    Bring in your records

    Import the Excel or CSV file you use to record your business income and expenses.

  2. Coloured spreadsheet rows connect to the corresponding summary fields while a calculator checks them.

    Match and check

    Match your figures to the right fields. Check the totals and resolve any warnings.

  3. A spreadsheet character compares the quarterly summary with the original records using a magnifying glass.

    Review your quarter

    Trace the figures back to your spreadsheet and review the update for each business.

YOUR NEXT STEP

Your business. A little more organised.

One plan for one or more self-employed businesses under your National Insurance number. Keep your spreadsheets and make quarterly preparation part of your routine.

Check whether QuarterLink fits ↗

FOR YOUR OWN BUSINESS

Self-employed

£4/monthor £40 billed annually
  • One or more self-employed businesses under your National Insurance number.
  • Supported Excel and CSV imports
  • Source mapping and quarterly review

Start with a 14-day free trial without a card. Choose your billing and income types during setup.

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