How to export expenses

Before your first export, make sure you have set up your accounting with Pleo. If you set up Pleo with custom file export, you'll be able to export expenses to an Excel or CSV file.

Navigate to Export
Make sure all expense details are correct
- If they are not you can bulk edit expenses by using the filters or selecting more than 3 expenses and clicking Bulk edit
- If the details are correct, continue to step 3
Select the expenses you want to export
Click Add to Export Queue
Navigate to the Export Queue
Select the expenses you want to export
Click Export
Download file if needed

Good to know:

You can only export settled transactions
Once your expenses have been moved to the Export Queue, you can't edit them unless you move them remove them from the queue
There is a difference between downloading and exporting your expenses.
- Exporting expenses- For bookkeeping purposes
  - Move your expenses to your accounting integration
  - Lock the expenses so they can no longer be edited
- Downloading expenses- For analytics purposes
  - Download a .csv or .xlsx file with selected expenses
  - Expenses will not be moved to your accounting integration and will not be locked so they can still be edited

Revert export

Once you have exported your expenses, it's not possible to revert the export. Reach out to our support team if you have an export that needs to be reverted.

How to export expenses

Revert export

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