Configure Contra Accounts in Pleo

In Pleo, navigate to Settings
Click Accounting
Access Contra accounts
Select the contra account that corresponds to your Pleo Wallet Account in the integration
Export an expense

What to do if you see “No options” when configuring Contra Accounts in Pleo?

Netsuite integration

Before you start, make sure you're using the latest version of the Pleo integration - log in to NetSuite and upgrade to the latest version.

In Netsuite, go to Transactions
Navigate to Pleo Dashboard
Click Advanced Options and Sync Chart of Accounts
In Pleo, go to Contra Accounts
Wait 15 minutes for the options to appear
Select your Netsuite PleoWallet Account as the default currency contra account

Business Central integration

Before you start, make sure you're using the latest version of the Pleo integration - learn how to update Business Central integration.

In Business Central, go to Pleo integration Setup
Click Actions and Update Access Token
Follow the steps on the screen
In Pleo Integration Setup, navigate to Tax Codes Setup
Click Sync With Pleo
Return to Pleo Integration Setup and open Configurations
Check that Local Currency Code is set. If not, enter your Business Central local currency code
In Pleo, go to Contra Accounts
Select your Business Central Pleo Wallet Account as the default currency contra account

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