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edwina-saintwilf
April 18, 2022
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Does anyone know where I can see the export from pleo into quickbooks online. i have exported the transactions from pleo, but can't remember how to get them into qb

  • April 18, 2022
  • 1 reply
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Best answer by JessT

Thank you for the update, edwina-saintwilf.

 

Transactions from third-party apps are normally imported in the App transactions section on the Banking page.

 

I checked our list of supported apps and didn’t find Pleo there. If you use a third-party connector app, I suggest contacting their support team, so they can tell you how your transactions were exported to QuickBooks.

 

On the other hand, if you like reading articles about QBO, you can check out the references on the main support page.

 

If you have any additional concerns, please don't hesitate to go back to this thread. Take care!

1 reply

RenjolynC
RenjolynC
April 18, 2022

Hello and welcome to the Community, edwina-saintwilf.

 

Let me help you go over the steps where you can find the transactions.

 

When you logged into QuickBooks Online, you can head to the Chart of Accounts page to see the data.

 

Here's how:

 

  1. In QuickBooks, go to Accounting on the left navigation menu.
  2. Select the Chart of Accounts tab.
  3. Find the account you created for Pleo.
  4. Click the Account history link under the Action column.
  5. Review the data you've imported.

I've got this sample screenshot for a visual guide:

 

 

To help manage your accounts in QuickBooks Online, please check out this article: Learn about the chart of accounts in QuickBooks.

 

Please feel free to go back to this thread if you have additional questions about your transactions, or need help with other features. I'll be around to help you out some more. Have a good one!

E
edwina-saintwilfAuthor
April 19, 2022

Thank you for that, I had already looked in the chart of accounts, and the bank account for Pleo, the transactions are not showing there.  They show as exported on Pleo, do I have to tell qbs to download them or something.  My link in pleo and qbs are connected too.

JessT
JessTAnswer
April 19, 2022

Thank you for the update, edwina-saintwilf.

 

Transactions from third-party apps are normally imported in the App transactions section on the Banking page.

 

I checked our list of supported apps and didn’t find Pleo there. If you use a third-party connector app, I suggest contacting their support team, so they can tell you how your transactions were exported to QuickBooks.

 

On the other hand, if you like reading articles about QBO, you can check out the references on the main support page.

 

If you have any additional concerns, please don't hesitate to go back to this thread. Take care!

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