What to do if you see the message “fromaccount cannot be toaccount".

The cause

This error occurs when you are trying to export out-of-pocket expenses to the same contra account as card expenses.


The solution

  1. In Quickbooks, set up a contra account for out-of-pocket expenseswith the following settings:
    • Account type: Cash at bank in hand
    • Detail type: Current
  2. In Pleo, navigate to Settings
  3. Go to Accounting
  4. Add the account created as Account for out-of-pocket expenses


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