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Pleo and accounting
Pleo and accounting
Learn how to sync Pleo with your accounting system
+10
54 articles in this collection
Written by
Aoife Ryan,
Azai Jacobsen,
Yuna
and 10 others
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.
E
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