Pleo and accounting | Pleo Help Centre

Setting up categories, tags, and tax codes

How to set up your categories

Your guide to setting up categories, which is an essential part of merging and automating Pleo to your accounting system

Written by Aoife Ryan
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 over a week ago

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 over a week ago

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

Managing Pleo expenses

How to export expenses from Pleo

Learn "the why" and "the how" of exporting expenses from Pleo to your bookkeeping system.

Written by Angela
Updated over a week ago

Export: Best Practices

Increase your efficiency with these handy tips to help save time preparing your expenses for exporting.

Written by Aoife Ryan
Updated over a week ago

How to download a balance statement from Pleo

Learn how to 1) check your running balance and 2) download a balance statement from a specific date.

Written by Angela
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

How to split expenses

Learn how employees, admins and bookkeepers can 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 versus presentments

Learn about authorisations and presentments to understand the status of your transactions in Pleo

Written by Anya
Updated over a week ago

Different time zones on expenses

Written by Yuna
Updated over a week ago

Reverse VAT (for customers 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

Pleo and Billy

Setting up the Billy integration

Learn how to set up and administrate the Billy integration for a seamless exporting experience

Written by Tobias Diness
Updated over a week ago

Pleo and Business Central

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

Pleo and Datev

Setting 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

Set up DATEV Unternehmen Online to support Pleo Invoices

Written by Tom Dwyer
Updated over a week ago

DATEV Unternehmen online: account for Pleo Invoice payments

Contra account for your invoice payments with Pleo

Written by Janina Vanessa Haspel
Updated over a week ago

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

This article explains how to update an existing tag group (or groups) without losing any data.

Written by Angela
Updated this week

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

Pleo and Dinero

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

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

Pleo and e-conomic

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 to enable the API in e-conomic

Written by Azai Jacobsen
Updated over a week ago

How to access e-conomic's multiple agreements

Written by Azai Jacobsen
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

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

Pleo and Visma eEkonomi

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

Pleo and Exact Online

How to set up the Exact Online integration

Connect the direct integration to Exact Online and export expenses from Pleo to your accounting journal.

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Written by Essi Ranta
Updated over a week ago

Pleo and Inventio

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

Pleo and Fortnox

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

Pleo and Holded

How to set up the Holded direct integration

Learn how to set up and administrate the Holded integration for a seamless exporting experience

Written by Angela
Updated this week

Pleo and lexoffice

Setting up the lexoffice integration

Learn how to connect Pleo and lexoffice, what data is synced and how to reconcile expenses.

Written by Angela
Updated over a week ago

Pleo and Navision

How to set up the custom format for Navision

Learn how to create a custom format export file in Pleo that is importable to Navision.

Written by Martin Lapain Ziebrandtsen
Updated over a week ago

Pleo and Netvisor

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

Pleo and Procountor

How to set 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

How to set up the custom format for Procountor

How to use Pleo with ProCountor

Written by Filip Örtegren
Updated over a week ago

Pleo and QuickBooks

How to set 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

How to create a Pleo bank account in Quickbooks

How to set up your Quickbooks to handle expenses from Pleo

Written by Aoife Ryan
Updated over a week ago

Pleo and Sage

Custom Format for Sage 50

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

How to set 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 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

Custom Format for Sage 200c

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

Pleo and the SIE format

Setting up the SIE file (for customers in Sweden)

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

Pleo and Uniconta

How to set up the Uniconta integration

Learn how to connect Pleo and Uniconta so that business expenses can be synced.

Written by Angela
Updated over a week ago

Pleo and Xero

How to set 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

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

Learn how to select your Xero chart of accounts while setting up your Pleo Categories.

Written by Miia
Updated over a week ago

How to import Xero tracking categories into Pleo

How to get Xero tracking categories to show up as Tags in Pleo

Written by Angela
Updated over a week ago

How to reconcile Pleo expenses in Xero

Learn how to reconcile Pleo expenses in Xero using 1) a more automated method with the Pleo Bank Feed or 2) a more manual method

Written by Angela
Updated over a week ago

How to account for transfers to Pleo, in Xero

Written by Aoife Ryan
Updated over a week ago

Pleo's custom export format (generic)

How to set 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 over a week ago