Google Drive

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

You can now easily submit your scans and documents by sharing them with us via Dropbox. Whether it concerns documents that Nmbrs Accounting needs to process or documents you want to archive yourself, submitting your documents is arranged in no time.

To submit scans and documents via Dropbox, follow these three steps:

1. Create Google Drive folder
2. Share folder with Nmbrs Accounting.
   
   

Step 1. Create Google Drive folder

To start, create a folder within your own Google Drive environment at a location of your choice (e.g. My drive/<domain name>).

Yuki recognizes your administration by the folder name. Therefore, use the following naming convention for the main folder:

<administration name> (company) : <domain name>

TIP!

Would you prefer to use a different name for your folder? Then change the email address for documents in your administration profile within Nmbrs Accounting. 

ATTENTION!

Documents from Google Drive are automatically retrieved by Nmbrs Accounting once a day, specifically at midnight.

Step 2. Share folder with Nmbrs Accounting

After you have created the folder, you must share it with the Nmbrs Accounting Googke Drive account.

To share the folder with Nmbrs Accounting:

• right-click on the newly created folder in Google Drive
• select the Share option
  
  
  Google Drive will then open a window for sharing the folder.
  
  
  
• add the user drive@accountingnmbrs.nl here
• .Ensure that the permissions are set to Edit (Editor).

Add your unique verification code

You must enter your unique Nmbrs Accounting code in the invitation personal message field. Nmbrs Accounting uses this code to verify that this is a legitimate request from an existing Nmbrs Accounting customer.

Therefore, Nmbrs Accounting cannot approve the request without this verification code. 

To find this code in the domain:

• log in to Nmbrs Accounting

• click on the PO Box icon in the navigation bar

• in the now-opened screen, if necessary click on Submit

• then click on the Drive button
  
  

  
  
• in the now-opened screen, scroll down. You will find your unique verification code in the yellow bar

• enter the verification code into Google Drive

• click on the Send button.

ATTENTION!

Do not place any documents in the shared folder until you have received an official confirmation of the request from support.accounting@nmbrs.com.

How does Nmbrs Accounting process the files?

• 'Processed' Folder: Unlike other connections, Nmbrs Accounting does not delete the files from Google Drive. Successfully processed documents are automatically moved to a subfolder named 'Processed' within the shared folder. Nmbrs Accounting creates this folder itself.
• Check status: You will immediately find all files that Nmbrs Accounting has successfully imported as digital mail in your PO Box.

Install Google Drive on your PC

Do you want to easily drag documents from your computer to Google Drive? Then download and install the official Google desktop software (such as Google Drive for desktop / File Stream). This program links a folder on your PC directly to your Google Drive in the cloud.

You will find a link to download the software on the website of Google.

Need more help?

You can find more information about Google Drive on www.google.com/drive.