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

# Configuring Customer Account in Pleo

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

> [!NOTE]
>
> ⚠️ Note: If there are specific configurations relevant to a certain accounting system, you must configure them during the integration set up.

## 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](https://pleo-preview.mintlify.site/docs/configuring-tax-codes.md).

2. **Categories**: For more information on categories, see [here](https://pleo-preview.mintlify.site/docs/configuring-categories.md).

3. **Tags**: For more information on tags, see [here](https://pleo-preview.mintlify.site/docs/configuring-tags.md).


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