Exporting to Accounting Software
Pemo can sync all card expenses, out-of-pocket expenses, and vendor invoice information with your accounting software through its integrations with various accounting software platforms such as Quickbooks, Zoho Books, Tally, Microsoft Dynamics, Xero, Wafeq, and others. Here's a general overview of how Pemo syncs expense information with your accounting software:
- 1.Once you've linked your Pemo account and accounting software accounts, Pemo will automatically export expense data to your accounting software on a regular basis (daily, weekly, or monthly).
- 2.Pemo will export data such as transaction dates, amounts, categories, and any associated notes or receipts.
- 3.The exported data will then be integrated into your accounting software, which can be reconciled with your bank statements and used to create financial reports and statements.
- 4.Pemo's integration with your accounting software can also help automate the reconciliation process by matching transactions in Pemo with those in your accounting software.
The exact process of syncing expense information between Pemo and your accounting software may vary depending on the software you're using and the specific integration settings you've configured. Pemo provides detailed guides and support to help you set up and manage your integrations with accounting software.
If Pemo doesn't offer direct integration to your accounting software, you can download a customized CSV file from the Pemo platform that contains your expense information. You can then import this file into your accounting software by mapping the columns in the CSV file to the appropriate fields in your accounting software. This ensures that your expense data is imported correctly and matches the format required by your accounting software. Pemo provides detailed guides and support to help you customize and download the CSV file.