We are excited to offer a direct integration with Billy to ensure all your transactions end up in the right place in your accounting.
Setting up the integration
Log in to Billy
Go to Settings and then Accounting. Here, scroll down and select Edit chart of accounts.
In Chart of accounts create an account called Pleo with the account type set as "5700 - Bank- og kontantbeholdninger". Enter an unused account number.
Go to Bookkeeping and select Daybook. Here, select Create a new journal.
Name it Pleo and choose the newly created account as the Default balancing account.
(If you are not able to create a new journal, go to My profile then User profile, and enable Support multiple journals).
Go to Settings, API Tokens, and select Create API token. Name it Pleo and save it.
Connect Billy and Pleo 🔄
Log into Pleo
Click on Settings
Select Billy Online from the available options
Follow the steps inside Pleo, or see the video above to get your API integration code in Billy and copy it into Pleo.
Once the integration is up and running, scroll down and enter the account number and daybook you just created in Billy.