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Accounting on Pleo
Accounting on Pleo
Learn how to merge and master all your expenses with your accounting system
+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.
Written by
Angela
Updated this week
How to set up your tax codes 💷
Learn how to set up and administrate tax codes in Pleo
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
Written by
Angela
Updated this week
How to Add Xero Tracking Categories to Pleo
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.
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
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
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
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.
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
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.
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.
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.
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.
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
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
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!
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
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!
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
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
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
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
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
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
Written by
Angela
Updated over a week ago
How does one access e-conomic's multiple agreements?
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
Written by
Angela
Updated over a week ago
Selecting the right access in e-conomic for your integration
Written by
Azai Jacobsen
Updated over a week ago
How do I enable the API in e-conomic?
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
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
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
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
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
Written by
Martin Lapain Ziebrandtsen
Updated over a week ago
Bookkeeping Expenses
How to download expenses
Download some or all expenses if you need to share a report
Written by
Angela
Updated over a week ago
Split expenses
Split expenses into multiple VAT rates and accounts
Written by
Angela
Updated over a week ago
How to use Pocket with your accounting
Pocket helps you keep track of cash and out of pocket expenses. Here is all you need to know to account for these.
Written by
Angela
Updated over a week ago
Authorisations vs. Presentments
Learn about authorisations and presentments to understand the status of your transactions in Pleo
Written by
Anya
Updated over a week ago
How to account for transfers into Pleo, in Xero?
Written by
Aoife Ryan
Updated over a week ago
Reverse VAT in Sweden ↩️
Learn how to set up tax codes to be able to account for reverse VAT in Sweden
Written by
Angela
Updated over a week ago
Different time zones on Expenses
Written by
Yuna
Updated over a week ago
Exporting to your accounting system
How to export expenses from Pleo
Learn how to export the expenses from Pleo to your bookkeeping system
Written by
Angela
Updated this week
How to download a balance statement from Pleo
All you need to know about your wallet balance and how to get a statement
Written by
Yuna
Updated over a week ago
How to reconcile with direct feed in Xero
Written by
Miia
Updated over a week ago
How to reconcile Pleo expenses in Xero
This is a guide to show you how to reconcile your expenses once they are exported to Xero
Written by
Angela
Updated over a week ago
Xero export errors
Learn what these Xero export errors mean and what to do when they come up.
Written by
Angela
Updated over a week ago
Fortnox export errors
Learn what these Fortnox export errors mean and what to do when they come up.
Written by
Angela
Updated over a week ago
Visma e-conomic export errors
Learn what these e-conomic export errors mean and what to do when they come up.
Written by
Angela
Updated over a week ago
Datev export errors
Learn what these Datev export errors mean and what to do when they come up.
Written by
Angela
Updated over a week ago