Learn how to set up and administrate the Xero integration for a seamless exporting experience
We are excited to offer a direct integration with Xero to ensure all your transactions end up in the right place in your accounting.
Connect Xero and Pleo 🔄
- Click on your name in the bottom left and select Settings
- Select Accounting
- Select Xero from the available options
- Enable the integration with Xero by clicking on Connect
Enabling the Direct Feed with Xero
You can enable the Direct Feed by following the steps below. (for a more detailed guide, head to this article)
- Click on your name in the bottom left and select Settings
- Select Accounting
- Toggle the box under Direct Feed
Other important settings
- How to set up your categories ✈️
- How to set up your tags (cost centers and projects) 🏷️
- How to export expenses from Pleo 🔁
- How to use Pocket with your accounting
- How to use Mileage
- How to Add Xero Tracking Categories to Pleo
- How to reconcile Pleo expenses in Xero
