How to set up the Quickbooks Online integration

Connect a Pleo account to Quickbooks (one-time set up)

• This account will be used for Pleo expenses only. Go to Settings -> Chart of Accounts -> New (Top right corner).

• If your company is based in the UK:

  • Choose Account type as "Cash at bank and in hand", Detail type as "Current", and Name as "Pleo Bank". Click "Save and close".

  • If you use Reimbursements: Create a contra account for out-of-pocket expenses in QuickBooks and make sure it has ‘Cash at bank in hand’ as the Account Type and ‘Current’ as the Detail Type in QuickBooks:
    
    

    
    

    

• If your company is based in Ireland: Choose Account type as "Cash and cash equivalents", Detail type as "Bank" or "Cash on Hand", and Name as "Pleo Bank". Click "Save and close".

Connect Quickbooks Online and Pleo

• Click on Settings.

• Click on Accounting.

• Click on Quickbooks Online.

• You will be prompted to connect your Quickbooks account with Pleo.

• Log in and click Next and follow the permission steps to connect both systems.
  
  

Add your Pleo Bank Account number

• Select your Pleo bank account that you earlier created in Quickbooks.  

• Click Save.
  
  

What data is synced between Pleo and Quickbooks Online?

• "Categories" in Pleo reflect your expense account names in Quickbooks. When you set up your categories after enabling the integration, the drop-down menu in Pleo will automatically reflect your account names (either numerical or textual) in Quickbooks. That said, you will need to give the specific category (account number) a name in Pleo that will be easy for employees to understand when adding details to their purchases.

• "Tags" in Pleo reflect your classes and projects in Quickbooks.

• When you export your Pleo expenses, they'll go to the Expenses tab in Quickbooks. Receipts from Pleo are attached to each expense in Quickbooks.
  
  

What's next? 

• Set up your tax codes

• Set up your categories

• How to set up your tags

• How to export expenses from Pleo