MoneyBird Gmail add-on
Add-on to conveniently upload any pdf documents directly to Moneybird from Gmail. Never forget to upload your invoice, ticket or legal document ever again!
How to Install and Use the Moneybird Gmail Add-On
Follow these steps to set up and start using the Moneybird Gmail add-on:
Install from the Google Marketplace
Go to to the add-on page in the Google Marketplace. Click “Install” and follow the on-screen instructions to add it to your Gmail.Open an Email with PDF Attachments
Navigate to an email thread in Gmail that contains PDF attachments. The add-on is optimized to work with PDF invoices and documents.Click the PDF Upload Button
In the sidebar, locate the PDF button provided by the add-on and click it. This will prepare the file for upload to Moneybird.Authorize Moneybird Access
When prompted, click the authorization button to connect your Moneybird account. Follow the on-screen instructions to grant access, allowing the add-on to upload documents to your Moneybird account.Refresh the Page
After authorizing Moneybird, refresh your Gmail tab to ensure the changes take effect.Upgrade to Full Version via Stripe (Optional)
To unlock unlimited uploads, click on the “Upgrade” button within the add-on interface. This will direct you to a secure Stripe payment page. Complete the payment, and your account will be upgraded.Refresh Again to Apply Changes
After payment, refresh the Gmail page once more. Your add-on is now fully configured and ready to use.
If you need any assistance, please contact us .