Automatically export business documents to Google
Need to share your bank statements or invoices with your accountant or someone else you trust? Want some help with storing and organising these documents?
With Monzo Business Pro, you can auto-export monthly bank statements or paid invoices to a Google Drive. From there, you can share access to whoever needs to see them.
It's completely optional, so you'll need to opt in before we start exporting your data.
How to set up auto-export bank statements
If you choose to opt in, we'll create a folder in your Google Drive called 'Monzo Business' and export last month's bank statement on the 1st of each month. You can also ask us to export statements from the past.
You can choose PDF, CSV and QIF format and you can turn it off at any time from the app by tapping 'Disconnect account'.
To get set up, head to the app and in your 'Home' screen swipe down, tap 'Auto-export documents' and follow the steps.
How to set up auto-export invoices
If you choose to opt in, we'll create a folder in your Google Drive called 'Monzo Business' and export your invoices as a PDF as soon as they are marked as paid. You can turn it off at any time from the app by tapping 'Disconnect account'.
To get set up, head to the app and in your 'Home' screen swipe down, tap 'Auto-export documents' and follow the steps. Once you're set up, you can share access to the relevant folders or files with your accountant or whoever else needs to see them directly from Google Drive.
