How to set up the Quickbooks Online integration

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? 

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