Integration Process

After enabling integration, Google Drive creates a folder for copies when you first create a sales invoice, credit note or quote.

Google Drive creates a new copy and moves the old one to the Bin when you update an invoice or credit note. Moving an invoice or credit note creates a new copy without changing the original.

Changes include:

• Updating details on an existing invoice or credit note
• Crediting a sales credit note, which creates a copy of the credit note and a new invoice
• Recording a payment against an invoice. Google Drive updates the outstanding amount and creates a new invoice
• Voiding an invoice or credit note sends its copy to the Bin

If you convert a quote to an invoice, the original quote remains, and Google Drive creates a copy of the invoice.

Access Google Drive

1. Visit https://accounts.google.com.
2. Click Drive.
3. Install Google Drive on your computer and sync it.
4. Download the Google Drive app on compatible devices.

For more details, visit www.google.com/drive.

Enabling Google Drive Integration

1. Go to Settings, Apps and connections, Google Drive.
2. Click Enable.
3. If logged in, click Allow access.
4. If not logged in, enter your email and password, click Sign in, then click Allow access.

Disabling Google Drive Integration

1. Go to Settings, Apps and connections, Google Drive.
2. Click Disable.

Google Drive stops copying your documents. You can enable integration anytime by clicking Enable. After you log into the same Google account, you take no further action. Signing out or using another account requires you to sign in and allow access.

Revoking Access to Google Drive

You can integrate only one company at a time. To change the company:

1. Go to https://accounts.google.com.
2. Sign in if required.
3. Click Security, Connected applications.
4. Click Sites, Manage access.
5. Click Revoke Access.

The system removes access immediately. You can then enable access for another company.