We are excited to offer an integration with Business Central to ensure all your transactions end up in the right place in your accounting.

What you need to do before integrating

  • Create a Contra account for Pleo in your chart of accounts

  • Create a Journal where you can export Pleo expenses

Connect Business Central and Pleo

  • Click on your name in the bottom left and select Settings

  • Select Accounting

  • Select Microsoft Dynamics 365 Business Central from the available options

  • You will be prompted to connect your Microsoft Dynamics 365 Business Central account with Pleo on a separate page.

  • Log in and click allow access to your Pleo App.

  • You are now sent back to Pleo and the integration is now connected.

We’ll be happy to walk you through the integration in case the standard set-up instructions above do not work for you. This might be the case if you’ve customized your Business Central.

Please note that Pleo only supports the version hosted directly by Microsoft, not by a partner. If you access your account through https://businesscentral.dynamics.com then your version is hosted directly by Microsoft. We also currently do not support Microsoft Dynamics 365 for Finance and Operations.

Other important settings

Did this answer your question?