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Pleo and accounting

Pleo and accounting

Learn how to sync Pleo with your accounting system

By Angela and 13 others14 authors57 articles

Setting up categories, tags, and tax codes

How to set up your categories

Example categories for Pleo

How to set up your tags

How to set up your tax codes

Managing Pleo expenses

How to export expenses from Pleo

Export: Best Practices

How to download a balance statement from Pleo

How to download expenses

How to split expenses

How to use Pocket with your accounting

Authorisations versus presentments

Different time zones on expenses

Reverse VAT (for customers in Sweden)

Pleo and Billy

Setting up the Billy integration

Pleo and Business Central

Setting up the Microsoft Dynamics 365 Business Central integration

Pleo and Datev

Setting up the DATEV Unternehmen online integration (Part 1)

Set up the DATEV Unternehmen online integration (Part 2)

Set up the DATEV Unternehmen online integration (Part 3)

Set up DATEV Unternehmen Online to support Pleo Invoices

DATEV Unternehmen online: account for Pleo Invoice payments

How to associate a new tag group with cost centres (KOST1 and KOST2) in DATEV Unternehmen online

CSV export file for DATEV Kanzlei Rechnungswesen

Pleo and Dinero

Setting up the Dinero Online integration

Setting up the Dinero export

Pleo and e-conomic

Setting up the Visma e-conomic integration

Selecting the right access in e-conomic for your integration

How to enable the API in e-conomic

How to access e-conomic's multiple agreements

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

The projects module in e-conomic

Pleo and Visma eEkonomi

Setting up the Visma eEkonomi Integration

Pleo and Exact Online

How to set up the Exact Online integration

Pleo and Inventio

Setting up the Inventio integration

Pleo and Fortnox

Setting up the Fortnox integration

Pleo and Holded

How to set up the Holded direct integration

Pleo and lexoffice

Setting up the lexoffice integration

Pleo and Navision

How to set up the custom format for Navision

Pleo and Netvisor

Setting up the Netvisor export

Pleo and Procountor

How to set up the Procountor integration

How to set up the custom format for Procountor

Pleo and QuickBooks

How to set up the Quickbooks Online integration

How to create a Pleo bank account in Quickbooks

Pleo and Sage

Custom Format for Sage 50

How to set up the Sage 50 Desktop export

Setting up the Sage 200 export

Custom Format for Sage 200c

Pleo and the SIE format

Setting up the SIE file (for customers in Sweden)

Pleo and Uniconta

How to set up the Uniconta integration

Pleo and Xero

How to set up the Xero Integration

How to sync your Pleo categories with your chart of accounts in Xero

How to import Xero tracking categories into Pleo

How to reconcile Pleo expenses in Xero

How to account for transfers to Pleo, in Xero

Reconciling Pleo pocket in Xero

Pleo's custom export format (generic)

Custom Format for Twinfield

How to set up the custom export format

How to use Pleo with WorkBook