Connect a Pleo account to Quickbooks (one-time set up)
This account will be used for Pleo expenses only. Go to Settings -> Chart of Accounts -> New (Top right corner).
If your company is based in the UK: Choose Account type as "Cash at bank and in hand", Detail type as "Current", and Name as "Pleo Bank". Click "Save and close".
If your company is based in Ireland: Choose Account type as "Cash and cash equivalents", Detail type as "Bank" or "Cash on Hand", and Name as "Pleo Bank". Click "Save and close".
Connect Quickbooks Online and Pleo
Click on Settings.
Click on Accounting.
Click on Quickbooks Online.
You will be prompted to connect your Quickbooks account with Pleo.
Log in and click Next and follow the permission steps to connect both systems.
Add your Pleo Bank Account number
Select your Pleo bank account that you earlier created in Quickbooks.
Click Save.
What data is synced between Pleo and Quickbooks Online?
"Categories" in Pleo reflect your expense account names in Quickbooks. When you set up your categories after enabling the integration, the drop-down menu in Pleo will automatically reflect your account names (either numerical or textual) in Quickbooks. That said, you will need to give the specific category (account number) a name in Pleo that will be easy for employees to understand when adding details to their purchases.
"Tags" in Pleo reflect your classes and projects in Quickbooks.
When you export your Pleo expenses, they'll go to the Expenses tab in Quickbooks. Receipts from Pleo are attached to each expense in Quickbooks.
What's next?