Before exporting expenses from Pemo to QuickBooks, finance teams should review them for accuracy and compliance. Pemo makes this fast and efficient by turning your Accounting Export page into a smart to-do list.
Why reviewing matters
Prevents duplicate work
Ensures all required accounting fields are complete
Leverages Pemo Copilot for faster categorization
Keeps exports clean and audit-ready
Expense statuses explained
Each expense in the Accounting Export page has a status to guide your workflow:
Incomplete: A required field is missing (e.g., Chart of Account, Vendor, VAT)
Complete: All required fields are filled
Ready for Export: The expense has been reviewed and marked ready by your team
Only settled expenses appear in the Accounting Export view. Authorized but unsettled expenses won’t show up until their billing amount is confirmed.
Automate with Pemo Copilot
When Copilot is activated, Pemo automatically categorizes expenses by:
Chart of Account
Vendor
VAT
This saves time and improves accuracy. You can always review or edit Copilot’s suggestions before marking expenses as Ready for Export.
If Copilot wasn’t activated during setup, you can enable it anytime in your Accounting Settings.
Bulk actions for efficiency
If you manage large volumes of expenses, bulk actions make processing faster.
Here’s how:
Apply filters (e.g., all transactions from Careem)
Select all matching expenses
Use Edit to assign fields like Account, Vendor, or VAT
Mark all completed expenses as Ready for Export in one go
Review individually with full context
Some expenses need a closer look — Pemo’s detail view makes that simple:
View receipts and expense details side by side
Check payment status, approvals, and policy compliance
Seamlessly switch between expenses without closing the detail page
Next step: Export to QuickBooks
Once your expenses are marked as Ready for Export, you can proceed with exporting them directly to QuickBooks.