How to sync your Pleo categories with your chart of accounts in Xero

In Pleo, "Categories" reflect your chart of accounts from Xero. Before you follow this guide to sync them up, please make sure that you've connected your Pleo account to Xero.

Sync Categories with your chart of accounts

1. Log in to the Pleo web app.

2. Go to the Categories tab.

You'll see that several Category groups are already listed. These are just a few generic examples that Pleo displays by default. It's up to you as an admin or bookkeeper to add, edit, and delete Categories based on your needs. Here's an example of how to edit a Category:

1. Click inside a Category field and select from the drop-down list (this is where you'll see all of the accounts that are automatically synced with Xero).

2. Type in the name of the Category in the middle column.

3. Click Add Category to save the changes.
   
   

Good to know:

• If a tax code is applied to a specific account in Xero, that tax code will automatically show up in the right-hand column. Otherwise it will say "No tax code."

• When importing your accounts from Xero, the respective categories in Pleo will include the associated nominal codes and tax codes. If you need to change an associated tax code, please do so in Xero and then re-import the category into Pleo.

• When naming your categories in Pleo, try to pick something that's easy for all employees to understand (Travel, Subscriptions, etc.).

Related articles

• Invite your external bookkeeper to Pleo

• Example Categories for Pleo