Accounting on Pleo

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

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

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