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 out-of-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".