Connecting Pleo to DATEV (Part 1)

DATEV requirements

To set up the connection with Pleo, your DATEV administrator (or accountant) needs to activate the following services in DATEV settings:

  • Rechnungsdatenservice 1.0
    Makes it possible to connect DATEV with other apps and transfer data securely. More info.

  • Kassenbuch online
    Allows you to manage expense records in Datev Unternehman Online. More info.

How to activate the required services

Your accountant: Log in to DATEV, and go to Verwaltung Rechteverwaltung online Mandanten.

Completing the setup

Log in to Pleo (desktop) to complete your accounting setup.

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