Connect Gmail and Google Drive to your books: receipts found and attached

What Accountable reads in Gmail and Drive

• Receipts and invoices in the Gmail account you connect, found when a payment needs one.
• The Drive folder you choose, such as Finance / Receipts, with the invoices and statements in it.
• Nothing else: it never sends email, deletes anything or changes files.

A receipt found for a payment is attached to that payment

When a transaction has no receipt, Accountable looks in Gmail and in your folder, reads what it finds and links it to the transaction, bill or month it proves. The Documents page shows every file with its tabs, All, Bank statements, Receipts, Contracts, Tax and Board, and an Unlinked filter for what still needs a match.

How to connect Gmail and Drive in four steps

1. 1

   Step 1: Open Settings › Gmail and Drive. You need an owner or admin role in the company, and the Google account that gets your receipts and invoices.

2. 2

   Step 2: Next to Gmail, press Connect and pick your Google account. Google asks you to allow read-only access.

3. 3

   Step 3: Next to Google Drive, press Choose folder and pick the folder that holds invoices and statements, like Finance / Receipts.

4. 4

   Step 4: Accountable looks in Gmail and the folder when a payment needs a receipt, attaches what it finds, and shows Last looked under each one.

The step-by-step help article is Connect Gmail and Google Drive to find receipts.

Forwarded and uploaded receipts reach the same place

Without Google, every receipt still ends up on the same Documents page. Drag files onto any page or press Upload on Documents, or forward receipts to the address shown under Forward receipts to. Accountable accepts images, PDF, CSV, Excel, Word and text files up to 25 MB each, and files from your team are filed within a minute.

Each file is linked to the transaction, bill or month it proves, whichever way it arrived. The help article on receipts and statements has the tabs and filters.

Google can end access, and you can end it first

Google sometimes stops an app's access, for example after a password change. The row then says Access expired; press Reconnect and allow access again, and receipts already attached stay attached. To end it yourself, press Disconnect, then Disconnect Gmail and Drive: one Google permission covers both, so both stop and Google's access is revoked.

Google also lets you review and remove the apps that have some access to your account data at any time, from your Google Account's linked-apps page.