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).

  • Choose Account type to be "Cash at bank and in hand", for Detail type "Current" and Name to be "Pleo Bank". Save and close.

Connect Quickbooks Online and Pleo

  • Click on your name in the bottom left and select 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 chart of 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.

What's next?

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