Google Drive lets you store files online. If you have a Google account, integrate it to save copies of sales invoices, credit notes, or quotes automatically when you create or change them.

 NOTE: You must have a Google account to access Google Drive and integrate it. If you don't have one, create a Google account. 

How does Google Drive integrate?

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

 NOTE: The copy created in Google Drive uses the invoice or credit number, such as SI-2 or SCN-3. 

Google Drive creates a new copy and sends the old one to the Bin folder when you change an invoice or credit note. Moving an invoice or credit note creates a new copy, leaving the original copy unaffected.

Changes include:

1. Changing any details on an existing sales invoice or credit note.
2. Crediting a sales credit note, which creates a copy of the credit note and a new copy of the invoice.
3. Recording a payment against the sales invoice. Google Drive updates the outstanding amount and creates a new invoice, despite no visible change in the sales invoice.
4. Voiding an invoice or credit note sends the corresponding copy in Google Drive to the Bin folder.

 NOTE: If you convert a quote to an invoice, the original quote stays in the folder, and Google Drive creates a copy of the invoice. 

To access Google Drive

You can access Google Drive in the following ways:

• Go to https://accounts.google.com.
• Click Drive.
• Install Google Drive on your computer and sync it to your online account.
• Download the Google Drive app on compatible devices.

For more information about downloading Google Drive, visit www.google.com/drive.

Enabling Google Drive Integration

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

You've successfully enabled integration with Google Drive.

Disabling Google Drive Integration

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

You disabled the integration successfully, and Google Drive no longer copies your sales invoices, credit notes, and quotes. You can enable integration again at any time by clicking Enable.

1. If you're logged into the same Google account used for integration setup, you don't need to do anything else.
2. If you're signed out of Google, sign in and allow access.
3. If you're currently signed into a different Google account, you're prompted to allow access. If you don't want to use this account, sign out and then sign in with the account details you want to use.

Revoking Access to Google Drive

 NOTE: You can only integrate one company with your Google Drive account at any time. To change which company integrates with Google Drive, you must first revoke the original company's access.

1. Go to https://accounts.google.com.
2. If you're not already signed in, enter your email address and password, and then click Sign in.
3. Click Security, and then click Connected applications.
4. Click Sites, and then click Manage access.
5. Click Revoke Access.

  NOTE: If there's no confirmation, the system revokes access immediately. 

You've successfully removed access to Google Drive. You can now enable access for a different company if required.