Send invoices by email or pick them in Google Drive

Forward invoices to your company's own address with a Gmail filter or any inbox rule, or have vendors send them there. Each is booked in the month it covers and matched to its payment.

In Accountable: Settings › Invoices and receiptsUpdated October 6, 2026

Before you start

An owner or admin role, to connect Google Drive. Anyone in the company can forward receipts.

Steps

Step 1: Open Settings › Invoices and receipts, or Finish setup › Send your invoices here.
Step 2: Gmail: add the address as a forwarding address, enter the code Accountable shows, then Download filter and import it in Gmail (Settings › Filters and Blocked Addresses › Import filters). It forwards any invoice or receipt, from new vendors too.
Step 3: Outlook and other inboxes: make a rule that forwards mail whose subject contains invoice, receipt, billing or statement to the address. Work accounts on Microsoft 365 block this unless your admin allows it.
Step 4: Any inbox: under Straight from your vendors, add the address as a billing email at the vendors that allow one.
Step 5: To use Drive, press Connect next to Google Drive and pick your Google account, then Choose folder and pick the folder or files that hold invoices and statements.
Step 6: Accountable reads each receipt, attaches it to the payment it belongs to, and shows Last looked under Google Drive.

Gmail

Accountable doesn't read your Gmail. The filter you import forwards only invoices and receipts to your company's address; leave Forward a copy of incoming mail off.

When access expires

Google sometimes stops an app's access, for example after a password change. The Google Drive row then says Access expired; press Reconnect and allow access again. Receipts already attached stay attached.

Disconnect

Press Disconnect, then Disconnect Google Drive. Google's access is revoked. Files already attached stay in Documents.

Good to know

Accountable only reads. It never changes files in Drive.
Drive access covers only the folder or files you pick, not the rest of your Drive.
Demo data under a row means that company runs on sample Google data.