What to do if you see the message “the account period has closed”

The cause:

One or more Pleo expenses have a date that falls within a closed accounting period.

There are two alternative solutions:

  • If the affected expense is a Pocket expense, you can manually change the date in Pleo so that it falls within an open accounting period.

  • If the affected expense is a card expense, open the closed accounting period in Quickbooks:

    1. Go to "Account and Settings".

    2. Click "Advanced Settings".

    3. Un-tick the box that says "Closing the books".

    4. Click "Save".

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