How can we help?

Install the Gmail add-on

1. Sign in to Close Ledger.
2. Open Settings → Integrations.
3. Select Install Gmail add-on.
4. Complete Google's installation and permission screens.
5. Refresh Gmail and open an email.
6. Select the Close Ledger icon in Gmail's right sidebar.

Connect your account

1. Open an email in Gmail.
2. Select the Close Ledger add-on.
3. Choose Connect Close Ledger.
4. Approve the connection in the Close Ledger window.
5. Return to Gmail and reopen the add-on.

Close Ledger accesses only the message currently opened through the add-on and eligible attachments submitted by the user.

Create a Personal To-Do

1. Open the email you want to turn into a task.
2. Open the Close Ledger add-on.
3. Review the title, description, due date, and eligible attachments.
4. Select Create Personal To-Do.
5. Open My To-Dos in Close Ledger to review the new task.

Troubleshooting

• Icon missing: Refresh Gmail, reopen the right sidebar, and confirm the add-on is installed.
• Not connected: Open Close Ledger Settings → Integrations and select Refresh status.
• Permission issue: Confirm that your Google Workspace administrator permits Marketplace add-ons.
• Attachment missing: Confirm the attachment is an eligible type and within the displayed size limit.