> ## Documentation Index
> Fetch the complete documentation index at: https://developers.pleo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Customer Account in Pleo

export const WarningCallout = ({title, children}) => <div className="callout-box callout-warning">
    <div className="callout-row">
      <span className="callout-badge">
        <svg width="18" height="18" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 256 256" fill="currentColor"><path d="M215.46,216H40.54C27.92,216,20,202.79,26.13,192.09L113.59,40.22c6.3-11,22.52-11,28.82,0l87.46,151.87C236,202.79,228.08,216,215.46,216Z" opacity="0.2" /><path d="M236.8,188.09,149.35,36.22h0a24.76,24.76,0,0,0-42.7,0L19.2,188.09a23.51,23.51,0,0,0,0,23.72A24.35,24.35,0,0,0,40.55,224h174.9a24.35,24.35,0,0,0,21.33-12.19A23.51,23.51,0,0,0,236.8,188.09ZM222.93,203.8a8.5,8.5,0,0,1-7.48,4.2H40.55a8.5,8.5,0,0,1-7.48-4.2,7.59,7.59,0,0,1,0-7.72L120.52,44.21a8.75,8.75,0,0,1,15,0l87.45,151.87A7.59,7.59,0,0,1,222.93,203.8ZM120,144V104a8,8,0,0,1,16,0v40a8,8,0,0,1-16,0Zm20,36a12,12,0,1,1-12-12A12,12,0,0,1,140,180Z" /></svg>
      </span>
      <div>
        {title && <div className="callout-title">
            {title}
          </div>}
        <div className="callout-body">
          {children}
        </div>
      </div>
    </div>
  </div>;

export const NoteCallout = ({title, children}) => <div className="callout-box callout-note">
    <div className="callout-row">
      <span className="callout-icon">
        <svg width="22" height="22" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 256 256" fill="currentColor"><path d="M208,104a79.86,79.86,0,0,1-30.59,62.92A24.29,24.29,0,0,0,168,186v6a8,8,0,0,1-8,8H96a8,8,0,0,1-8-8v-6a24.11,24.11,0,0,0-9.3-19A79.87,79.87,0,0,1,48,104.45C47.76,61.09,82.72,25,126.07,24A80,80,0,0,1,208,104Z" opacity="0.2" /><path d="M176,232a8,8,0,0,1-8,8H88a8,8,0,0,1,0-16h80A8,8,0,0,1,176,232Zm40-128a87.55,87.55,0,0,1-33.64,69.21A16.24,16.24,0,0,0,176,186v6a16,16,0,0,1-16,16H96a16,16,0,0,1-16-16v-6a16,16,0,0,0-6.23-12.66A87.59,87.59,0,0,1,40,104.49C39.74,56.83,78.26,17.14,125.88,16A88,88,0,0,1,216,104Zm-16,0a72,72,0,0,0-73.74-72c-39,.92-70.47,33.39-70.26,72.39a71.65,71.65,0,0,0,27.64,56.3A32,32,0,0,1,96,186v6h64v-6a32.15,32.15,0,0,1,12.47-25.35A71.65,71.65,0,0,0,200,104Zm-16.11-9.34a57.6,57.6,0,0,0-46.56-46.55,8,8,0,0,0-2.66,15.78c16.57,2.79,30.63,16.85,33.44,33.45A8,8,0,0,0,176,104a9,9,0,0,0,1.35-.11A8,8,0,0,0,183.89,94.66Z" /></svg>
      </span>
      <div>
        {title && <div className="callout-title">
            {title}
          </div>}
        <div className="callout-body">
          {children}
        </div>
      </div>
    </div>
  </div>;

<WarningCallout title="This page has now been ARCHIVED. Please visit:">
  * **[Classifying Expenses: Tags, Categories, and Tax Codes](/docs/current/platform/accounting-integrations/expense-classification-overview)**
</WarningCallout>

For correct representation of accounting data and successful export to any ERP/accounting system, you must set up a few configurations in Pleo.

<NoteCallout title="Note">If there are specific configurations relevant to a certain accounting system, you must configure them during the integration set up.</NoteCallout>

## Configuring Accounting Settings

After the integration with an ERP/accounting system is complete, set up the following configurations in the specific order mentioned:

1. **Tax Codes**: For more information on tax codes, see [here](/docs/configuring-tax-codes).

2. **Categories**: For more information on categories, see [here](/docs/configuring-categories).

3. **Tags**: For more information on tags, see [here](/docs/configuring-tags).