Accounting on Pleo

Learn how to merge and master all your expenses with your accounting system

Aoife Ryan avatar Kasper Thybo avatar Azai Jacobsen avatar +7
49 articles in this collection
Written by Aoife Ryan, Kasper Thybo, Azai Jacobsen and 7 others
Setting up your accounting

How to set up your tags

This is a guide on how to create and administrate tags in Pleo to track your projects or cost centres.
Angela avatar
Written by Angela
Updated this week

How to set up your tax codes 💷

Learn how to set up and administrate tax codes in Pleo
Angela avatar
Written by Angela
Updated over a week ago

Example categories for Pleo

This article can serve as inspiration while you are setting up your categories
Angela avatar
Written by Angela
Updated this week

How to Add Xero Tracking Categories to Pleo

Aoife Ryan avatar
Written by Aoife Ryan
Updated over a week ago

Setting up the Netvisor export

Learn how to set up the accounting settings for the Netvisor export file.
Filip Örtegren avatar
Written by Filip Örtegren
Updated over a week ago

Setting up the Xero Integration

Learn how to set up and administrate the Xero integration for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Enabling the Direct Feed with Xero

Set up an automated and Direct Feed from Pleo to Xero
Kasper Thybo avatar
Written by Kasper Thybo
Updated over a week ago

The projects module in e-conomic

Find out about the dependencies of the projects module before asking support to enable it for your Pleo account
Angela avatar
Written by Angela
Updated over a week ago

Setting up the Procountor integration

Connect the direct integration to Procountor and export expenses from Pleo to your accounting journal.
Filip Örtegren avatar
Written by Filip Örtegren
Updated over a week ago

Setting up the Dinero Online integration

Learn how to set up and administrate the Dinero Direct Online integration for a seamless exporting experience
Lukas avatar
Written by Lukas
Updated over a week ago

Set up the DATEV Unternehmen online integration (Part 1)

This article covers the prerequisite checklist to go over before enabling Pleo’s integration with DATEV Unternehmen (Enterprise) online.
Angela avatar
Written by Angela
Updated over a week ago

Set up the DATEV Unternehmen online integration (Part 2)

Here’s how to turn on Pleo’s integration with DATEV as well as sync your account numbers and tax codes.
Angela avatar
Written by Angela
Updated over a week ago

Set up the DATEV Unternehmen online integration (Part 3)

Here's how to sync your categories (a.k.a. ledger accounts or Sachkonten) and tags (cost centres) across Pleo and DATEV.
Angela avatar
Written by Angela
Updated over a week ago

CSV export file for DATEV Kanzlei Rechnungswesen

Learn how to export data from Pleo into a CSV format optimised for DATEV Kanzlei Rechnungswesen.
Angela avatar
Written by Angela
Updated over a week ago

Setting up the Sage 50 Desktop export

Learn how to set up and administrate the Sage 50 desktop format for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Setting up the custom export format

Here's how to create a data export from Pleo into a custom csv or xlsx format
Miia avatar
Written by Miia
Updated this week

Custom Format for Sage50

Pleo has created ready made files for Sage50, but if you want to bring tags (Cost centres) to it - have a look at this article!
Miia avatar
Written by Miia
Updated over a week ago

Setting up the Quickbooks Online integration

Learn how to set up and administrate the Quickbooks Online integration for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Custom Format for Sage200c

Pleo has created a format for Sage200, but if you want to bring tags (Cost centres) to it - have a look at this article!
Miia avatar
Written by Miia
Updated over a week ago

Setting up the Billy integration

Learn how to set up and administrate the Billy integration for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Setting up the Inventio integration

Learn how to set up and administrate the Inventio integration for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Setting up the Microsoft Dynamics 365 Business Central integration

Learn how to set up and administrate the Business Central integration for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Setting up the SIE file 🦌

Learn how to set up and administrate the SIE file for a quick export to any Swedish Accounting system
Angela avatar
Written by Angela
Updated over a week ago

Setting up the Visma eEkonomi Integration

Learn how to set up and administrate the Visma eEkonomi integration for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Setting up the Dinero export

Learn how to set up and administrate the Dinero format for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

How does one access e-conomic's multiple agreements?

Azai Jacobsen avatar
Written by Azai Jacobsen
Updated over a week ago

Setting up the Visma e-conomic integration

Learn how to set up and administrate the e-conomic integration for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Selecting the right access in e-conomic for your integration

Azai Jacobsen avatar
Written by Azai Jacobsen
Updated over a week ago

How do I enable the API in e-conomic?

Azai Jacobsen avatar
Written by Azai Jacobsen
Updated over a week ago

Setting up the Sage One export

Learn how to set up and administrate the Sage One export for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Setting up the Sage 200 export

Learn how to set up and administrate the Sage 200 format for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Setting up the Fortnox integration

Learn how to set up and administrate the Fortnox integration for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

Setting up the lexoffice integration

Learn how to set up and administrate the lexoffice integration for a seamless exporting experience
Angela avatar
Written by Angela
Updated over a week ago

How to set up e-conomic's departments in Pleo

You can easily import your departments from E-conomic to Pleo, attach the tag to an expense and export it together
Martin Lapain Ziebrandtsen avatar
Written by Martin Lapain Ziebrandtsen
Updated over a week ago