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Your first client

Nothing here is new material — it is the order to do things in, with a link to the detail at each step. Follow it once and the shape of the app makes sense; after that you will only need the individual pages.

Two decisions come first
Engagement Type and GSTR-1 Filing Frequency, both set when you create the client. One decides which pages that client gets at all; the other drives every due date Quillix will ever show for them. Both are changeable later — but everything below assumes they are right.

1 · Create the client

In Manage Clients, click Add. Name and a short Code are the only required fields; enter the GSTIN if you have it, because Quillix validates the format here rather than at filing time.

The client is created active, with no users.

2 · Give people logins

In Users by Client, add the client's own admin and users if they will be working in Quillix — and add your own associates, ticking the clients each is allowed to work on.

Everyone gets an email link to set their own password. Skip this entirely for a GST Filing only client: nobody there needs an account.

3 · Open their books

From Load Client Data, click Open Store. The whole sidebar becomes that client's own pages, and the top bar names who you are working inside.

4 · Set up the masters before the transactions

This is the step it is tempting to skip, and the one that costs the most when you do — a customer with no GSTIN cannot be a B2B invoice, and an item with the wrong HSN files a wrong return.

  1. Sales Masters — customers, their registration type and place of supply. Watch the Missing GSTIN count.
  2. Items — descriptions, HSN or SAC codes, GST rates, and opening stock if the client tracks inventory. Run Verify HSN with AI over an imported list.
  3. Purchase Masters — vendors, and the expense categories that will classify every overhead. Quillix seeds 56 of those for you.
  4. Settings — document numbering to match the series the client already uses, and the Tally ledger defaults.

5 · Get the month's transactions in

There are three routes, and which you use depends on the engagement rather than on preference.

The client bills in Quillix
They raise documents from New Sale as they go. You book the inward side from New Purchase and New Other Expense.
You have a spreadsheet
Bulk Import for a full-service client, or GST Filing Import for a GST-only one.
You have a pile of paper
Sales OCR and Purchase OCR read the scans and put the review in front of you.

6 · File, then export

  1. Run the pre-filing checks and download the JSON from GSTR-1.
  2. Check GSTR-3B, and reconcile 2A / 2B so the client claims what they are entitled to and nothing they are not.
  3. Submit on the portal, then mark the client Filed on the GSTR-1 Status tracker — which locks that period's invoices against later edits.
  4. Export to Tally when the books need to land in the client's own company file.
Next month is much shorter
The masters are already built, the import remembers this client's column layout and the names you resolved, and Purchase OCR has learned their vendors' bill formats. Step 4 is a one-time cost; steps 5 and 6 are the monthly job.

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