Google Drive Guide
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
Teams can create new documents and share them with members. They can also engage in real-time document editing and leave comments to update members of changes.
Users can open different file types like PDFs and MPEG4s, and they can work on Microsoft Word files straight from the drive.
Tips to integrate Google Drive and Sellsy easily
Google Drive helps users store company data in one place. The platform provides a central admin panel, data-loss prevention and a vault for the drive to ensure compliance and file sharing between users.
Sellsy is an accounting / CRM software that holds sales pipelines, invoices, payment status, and projects under one roof.