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EzzyBills User Guide

Gmail Sync

Sync your Gmail to EzzyBills

EzzyBills supports direct Gmail syncing, allowing any Gmail account to be connected so your invoice emails and attachments are automatically pulled into EzzyBills for processing and export to your accounting software.

Please follow the instructions below to configure your Gmail sync.

Step 1. Log in to EzzyBills, select Settings from the left-hand menu, and then click the Email tab at the top.

Step 2: Scroll down to the Email Sync section and select one of the three options — Disabled, Automated, or Manual. We recommend starting with Manual. Once selected, click Connect on the Gmail as shown in the screenshot below.

*Disabled – email sync is turned off.

*Automated – EzzyBills scans your inbox and processes emails automatically.

*Manual – Emails are processed only when you manually move them into the EzzyBills folder/label.

Step 3: Log in to your Gmail account that you want to sync with EzzyBills.

Step 4: Check the “Select All” box to grant EzzyBills “EzzyBills email Connector” the required permissions to connect to your Gmail account, then click Continue.

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