Connect to Google Drive:
FloQast is built on top of Google Drive (G-drive) to ensure Enterprise level security for your documents. When you first sign up for FloQast you will be prompted to authenticate your G-drive credentials.
Once this is completed, the owner of the G-drive account will need to share the FloQast folder with the rest of the team. You will not be able to use the reconciliation functionality without this being done:
If you would like to restrict folder access on an entity level, please click on the FloQast folder and invite collaborators at the 'FQ-company name' level.
Once the folder has been shared with you, a “FloQast” folder will appear in “Shared with me” and will be used as the parent folder for your engagement. We recommend downloading Google Drive to your Desktop by clicking on the settings icon in the top-right corner of your Drive web application:
Don’t forget to drag this folder from “Shared with Me” to “My Drive” to make this folder appear under your Google Drive folder on your desktop.
Work on Your Desktop & Sync to FloQast:
The folder structure in FloQast will mirror the folders in Google Drive on your desktop. Each new close period, this will be replicated and automatically created in Google Drive. By centralizing the different pieces of your close, FloQast will help you save your supporting documentation the same way each month and guarantee it always ties to your General Ledger.
If Google Drive is not syncing your files to FloQast, you can right click on the Google Drive icon and see if there are any sync issues. Additionally, if you click the three dots icon on the right side, you can quit Google Drive and then restart it.