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Getting started using Pliant's accounting features

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Understand the accounting features of the admin app

For accountants and tax advisors

Setting up general accounting settings

Setting up G/L accounts (subcategories)

Setting up VAT Rates

Setting up supplier creditor accounts

Setting up cost centers (teams)

Setting up cost units (projects)

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Pre-Accounting, Automation, Customization, Enrich transaction data

Custom Fields

The “Select” custom field type lets allows to manage dropdown values in accounting settings for streamlined data entry and tracking.

Custom Field: "Select" Type

Accounting Settings

Preparing transactions for export

Merchant-based accounting rules

Exporting transactions to your company's accounting system

Custom export format

Exporting transactions for Netvisor

CAMT.053.2 Export Available on Pliant

Learn how to securely share your sFTP credentials and private key with Zucchetti after activating the integration on the Pliant platform.

How to Share Your Credentials with Zucchetti

Exporting transactions for Procountor

Accounting Export

How can I connect Pliant with Microsoft Dynamics?

Exporting transactions to MS Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central Integration

Exporting transactions to lexoffice

Lexoffice Integration

Step 1: Link Oracle Netsuite to Pliant

Step 2: Sync data from Oracle Netsuite

Step 3: Push data to Oracle Netsuite

Oracle Netsuite Integration

Exporting transactions to Xero

XERO Integration

Using Pliant with Circula

Using Pliant with Bezala

Finance Integrations

How can I connect Pliant to Quickbooks Online?

Exporting transactions to Quickbooks Online

Quickbooks Online Integration

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