Google Drive
Last updated
Last updated
Google Drive is a service by Google for data storage and synchronisation, created and managed by Google. Google Drive allows for documents to be stored in the cloud and files to be shared.
Important: the connection between BestInvoicing and Google Drive works in one direction. Documents can be sent and updated from BestInvoicing to Google Drive, but not the other way around.
Navigate to the top right corner in BestInvoicing anc click your email address
Select 'Apps and Integrations'
Select 'Advanced Settings'
Go to 'Sync and backup with Google Drive' and click the green button 'Activate' to the right
In order to start synchronisation, you have to enter the data from your own Google Drive. Click the yellow button 'Configure' to do so. You will now be directed to a page where you can add one or more Google Drives.
At the top right, you'll see a green button '+ Add Google Drive'
Name this Google Drive (e.g. Company Name BestInvoicing)
Indicate which way the folders need to be structured in your Drive. Three choices are offered:
Click 'Save'. You will now be redirected to a login screen by Google, where you need to identify yourself via email address and password. A message is displayed saying BestInvoicing would like to get access to your Google Account. This is necessary in order for BestInvoicing to push documents to your Google Drive. Click 'Allow'.
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BestInvoicing will now ask you to choose a folder in which your BestInvoicing documents should be stored on your Google Drive. BestInvoicing will create a folder with your company name in the selected folder, and place the documents in there per calendar year. Select the destination folder of choice and click the green button 'Select current folder' below.
Is the folder you want to select not listed in the overview? Then first create it in Google Drive.
You'll now see a confirmation that Google Drive is connected. After setup, all existing BestInvoicing documents will be copied to the Drive in one go and from that moment on the connection runs live in the background. New documents or changes to existing documents are automatically synchronized with the Google Drive.
