Setting up the Dinero export

We are excited to offer a custom CSV export that you can use for Dinero to ensure all your transactions end up in the right place in your accounting.

Connect Dinero and Pleo

  • Click on Settings

  • Select Accounting

  • Select Dinero from the available options

Setting up the export

Once connected, you can set up the accounts that fit your system.

  • Setup a Contra account number. We recommend customers to create a new account in the chart of accounts, just as you would for a bank account.

  • Choose a bank account for your out-of-pocket expenses. This will be the transition account to which the expenses are accounted against until they have been reimbursed.

  • Choose a contra account for Reimbursements. This will typically be the account from which you send the reimbursement.

  • Last step is setting up your tax codes, which you can learn how to do here.

Other important settings

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Need more help? Contact us.

Chat with us if you have an Essential or Advanced plan, otherwise send us an email!