Pleo

To set up the connection with Pleo, your DATEV administrator (or accountant) needs to activate the following services in DATEV settings:

Makes it possible to connect DATEV with other apps and transfer data securely. <a href="https://www.datev.de/web/de/datev-shop/betriebliches-rechnungswesen/rechnungsdatenservice-1-0/">More info</a>.

Allows you to manage expense records in Datev Unternehman Online. More info.

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Your accountant: Log in to DATEV, and go to Verwaltung → Rechteverwaltung online → Mandanten.

Log in to <a href="http://app.pleo.io" rel="nofollow noopener noreferrer" target="_blank">Pleo</a> (desktop) to complete your accounting setup.

By connecting Pleo and DATEV, you can easily transfer expenses and receipts to the correct bookkeeping accounts.

Connecting Pleo to DATEV

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DATEV requirements

How to activate the required services

Completing the setup