Google Drive sync: documents from your folder reach QuickTax on their own
Share one Google Drive folder with QuickTax, and the new files you put in it arrive in your QuickTax account about every 30 minutes, with no manual upload.
If you already keep invoices and bank statements in Google Drive, you no longer have to upload them a second time. Connect the folder once, and QuickTax collects new files from it.
What changes
- QuickTax checks the shared folder about every 30 minutes and takes the files it has not seen before.
- Each file goes through the same processing as a manual upload: we recognise whether it is an invoice, a bank statement or another document and file it in your account.
- Sub-folders named by month, such as 2026-09 or 2026-10, set the accounting month. Files outside them arrive without a month.
- When you connect a folder that already has documents in it, we take the ones from the last three months.
How it works
- Open the folder in Google Drive and click Share.
- Add quicktax.ac@gmail.com as a Viewer and click Send.
- Sort your documents into sub-folders named by month.
- Copy the folder link and paste it in QuickTax under Files → ⋮ → Google Drive folder, or send it to your QuickTax manager.
After that, the Files section shows when the folder was last synced, and the Google Drive window lists the latest files with their status.
What this means for you
QuickTax gets read-only access to that one folder. Deleting or renaming a file in Drive does not remove it from your account. If you replace a file before we have processed it, we take the new version.
A few files are skipped: Google Docs and Sheets in their native format (export them as PDF or XLSX), files larger than 32 MB and empty files. One folder connects to one company, and you can stop syncing at any time from the same window.
Availability
Google Drive sync is available to every QuickTax client since 9 October 2026, in the Files section of your company page in the QuickTax app.