Pleo has a functional integration with QuickBooks Online, ideal for expense management that does not require tracking at a customer level.
- Pleo works with the Simple Start, Essentials, and Plus versions of QuickBooks Online in the UK.
- Chart of accounts
Pleo pulls in the COA and allows you to choose the relevant accounts
Pleo does not pull in supplier information, or send suppliers to QuickBooks Online. Expenses are pushed into QuickBooks Online to the Pleo bank account without a supplier
Pleo pulls in tax rates from QuickBooks
- Transaction type
Pleo will only post expense transactions into QuickBooks
Pleo converts multicurrency purchases back into the base currency of the card
At this time Pleo only supports assigning expenses to account codes
A copy of the receipt and any other attachments will be synced to the attachments section of the expense in QuickBooks
- Customer/project tracking
This is currently in development.
As there is no customer tracking, expenses cannot be made billable.
- Class tracking
This is available at a line item level. However there is no option to set a default class at a supplier level.
- Location tracking
This is not currently supported