We are excited to offer a direct integration with Quickbooks Online to ensure all your transactions end up in the right place in your accounting. You will need to take the following steps:

Set up Pleo bank 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

  • Select Accounting

  • Select 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

Setting up the integration

  • Select your Pleo bank account that you earlier created in Quickbooks.  

  • Click Save

What now?

You have now connected both systems, meaning that your expense data can be exported directly your Quickbooks account. The next part of the set up is aligning your chart of account with Pleo categories for bookkeeping atomisation by setting up your categories page.

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