{"id":18655,"date":"2025-01-05T08:49:20","date_gmt":"2025-01-05T13:49:20","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18655"},"modified":"2026-05-17T06:29:54","modified_gmt":"2026-05-17T11:29:54","slug":"how-to-sync-expenses-to-your-gmail-account-on-the-web-app","status":"publish","type":"post","link":"https:\/\/bookipi.com\/au\/guides\/how-to-sync-expenses-to-your-gmail-account-on-the-web-app\/","title":{"rendered":"How to sync Expenses to your Gmail account on the Web app"},"content":{"rendered":"
\n

Learn how to sync your Expenses to your Gmail account on the Web app.<\/h2>\n

How to sync Expenses to your Gmail account on the Web app<\/h2>\n

Sync your Gmail account with the Expenses feature to easily review entries received in your Gmail inbox. Follow the steps below to connect Expenses to your Gmail account using the web app.<\/p>\n

\n

Step 1: <\/b>Select the \u2018Expenses\u2019 <\/i><\/b>Option <\/h3>\n

Navigate to the \u2018Expenses\u2019 <\/i><\/b>section located in the sidebar. <\/p>\n

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Step 2: <\/b>Start Sync Setup<\/h3>\n

Click on \u2018Try it now!\u2019<\/i><\/b> to begin the integration process.<\/p>\n

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Step 3: <\/b>Initiate Connection<\/h3>\n

Press the \u2018Connect now\u2019 <\/i><\/b>button to proceed with syncing.<\/p>\n

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Step 4: <\/b>Choose a Google Account<\/h3>\n

Select the Google account you want to sync with Bookipi.<\/p>\n

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Step 5: Grant Access<\/h3>\n

Click \u2018Continue\u2019 <\/i><\/b>to move to the next step.<\/p>\n

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Step 6: <\/b>Review Permissions<\/h3>\n

Carefully review the access permissions required for Bookipi services, then click \u2018Continue\u2019<\/i><\/b> to authorize.<\/p>\n

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Step 7: <\/b>Complete the Process<\/h3>\n

Click \u2018Close\u2019<\/i><\/b> to finalize the synchronization setup.<\/p>\n

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\n

Reviewing an expense received through Gmail<\/h2>\n

Step 1: <\/b>Access the Review Expenses Section<\/h3>\n

Navigate to the \u2018Expenses\u2019<\/i><\/b> page, and click on \u2018Expenses to review\u2019<\/i><\/b> beside the add button.<\/p>\n

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Step 2: <\/b>Open the Review Expenses Window<\/h3>\n

Clicking the \u2018Expenses to review\u2019<\/i><\/b> button will open the review expenses side window. Here, you can review all pending expenses before adding them to the expense list.<\/p>\n

\n

Option 1: <\/b>Confirm All Expenses at Once<\/p>\n

To add all expenses to your list at once, click the \u2018Confirm all expense(s)\u2019 <\/i><\/b>button.<\/p>\n

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All expenses will immediately be added to your expense list.<\/p>\n

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Option 2: <\/b>Confirm Expenses Individually<\/p>\n

To review and confirm expenses individually, check on an expense to view its details. Click the \u2018Confirm this expense\u2019 <\/i><\/b>button located at the bottom-right corner of the page to add it to the expense list.<\/p>\n

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\n

Editing an expense before adding it to the lists<\/h2>\n

Step 1: <\/b>Access the Review Expenses Section<\/h3>\n

Navigate to the \u2018Expenses\u2019<\/i><\/b> page, and click on \u2018Expense to review\u2019<\/i><\/b> beside the add button.<\/p>\n

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Step 2: <\/b>Edit the Expense Details<\/h3>\n

Click on a field to edit entries like Category<\/b> or add a Note<\/b> if necessary.<\/p>\n

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Step 3: <\/b>Confirm the Edited Expense<\/h3>\n

Once your edits are complete, click the \u2018Confirm this expense\u2019 <\/i><\/b>button at the bottom-right corner to add the expense to the list.<\/p>\n

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\n

Deleting an expense to exclude from adding to the list<\/h2>\n

Step 1: <\/b>Access the Review Expenses Section<\/h3>\n

Navigate to the \u2018Expenses\u2019<\/i><\/b> page, and click on \u2018Expenses to review\u2019<\/i><\/b> beside the add button.<\/p>\n

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Step 2: <\/b>Delete the Expense<\/h3>\n

Upon review, if you decide to exclude an expense, simply click the trash icon located in the lower right corner of the page to delete it.<\/p>\n

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A confirmation message will appear, indicating the expense has been successfully deleted. Once confirmed, the system will automatically display the next expense for review.<\/p>\n

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\n

FAQ<\/h3>\n

Q: What file types are supported by the AI Smart Capture?<\/h3>\n

A: Images and PDFs.<\/p>\n

\n

Q: Can I sync with multiple Gmail accounts?<\/h3>\n

A: No, not at the moment. If you\u2019d like to link a different account, go to the \u2018Settings\u2019<\/i><\/b> page > \u2018Integrations\u2019<\/i><\/b> tab, disconnect the current account, and then connect the new one.<\/p>\n

\n

Q: Can anyone from your company access my expense documents?<\/h3>\n

A: No, all documents \u2013 both images and PDFs \u2013 are encrypted and secure.<\/p>\n

\n

Q: I accidentally closed the Gmail sync option on the \u2018Expenses\u2019 <\/i>page. How can I connect?<\/h3>\n

A: To connect, go to \u2018Settings\u2019<\/i><\/b>, navigate to the \u2018Integrations\u2019<\/i><\/b> tab, and click on \u2018Connect\u2019<\/i><\/b> next to Gmail Sync (Expenses).<\/p>\n

\n

\n

Discover more tutorials for Bookipi Invoice on Web v2<\/b><\/h2>\n

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides<\/a>.<\/p>\n

\n

Download the Bookipi Invoice mobile app and check out our mobile app guides<\/a> to make sending invoices anytime and anywhere even easier.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Learn how to sync your Expenses to your Gmail account on the Web app.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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