# DualEntry integration Get answers to all of your questions regarding Brex **URL Source:** https://www.brex.com/support/dualentry-integration --- ## Overview Connecting your Brex account to DualEntry can streamline accounting, reduce errors, and eliminate manual data entry. You can tag expenses with accounting fields before export, sync receipts and memos, and map Brex categories to your DualEntry general ledger (GL). This article explains prerequisites, setup in DualEntry, how to connect from your Brex dashboard, and how to export and manage data. Key benefits include: - **Simplified accounting control**: Tag expenses with custom fields and GL codes prior to syncing to DualEntry. - **Accurate data transfers**: Send card transactions, reimbursements, bills, receipts, and memos directly from Brex to DualEntry. - **Reduced manual work**: Create rules and mappings to categorize transactions and sync them to DualEntry automatically. - **Aligned vendor data**: Link Brex merchants to DualEntry vendors for consistency. ### Prerequisites - **Access & permissions:** You're an account admin, card admin, or bookkeeper in Brex, and you have admin access in DualEntry. - **API Token:** You must agree to the Brex Developer Agreement under _Settings > Developer_. - **Security:** You must turn on 2 Factor Authentication. - **Chart of accounts:** A designated Brex card (or equivalent) GL account in DualEntry. - **Active Integrations:** You must disconnect any active accounting software integrations in Brex prior to connecting to DualEntry. ## Connect DualEntry in your Brex dashboard **Step 1:** In your Brex _dashboard_, go to _Accounting_ and click Set up. **Step 2:** When prompted with a list of integrations, select DualEntry and click Continue. ![DualEntry 1](https://brand.brex.com/asset/b3c2d8f9-344c-435c-9655-012cf761edfa/thumbnail/webimage-DualEntry-1) **Step 3:** You will be redirected to DualEntry's Integration page to set up the connection. Complete the authentication flow from DualEntry. ![DualEntry 2](https://brand.brex.com/asset/0a567b4c-c043-4b64-a37b-3c30774c9d75/thumbnail/webimage-DualEntry-2) **Step 4:** Once the connection is completed, all your DualEntry data will be imported into Brex for you to use. ## Export Settings After setting up your DualEntry connection, you will need to map your GL accounts to indicate how Brex syncs your transactions to DualEntry. **Step 1:** Open _Accounting > DualEntry settings_ in Brex. **Step 2:** Map Brex settings to DualEntry Liabilities accounts. See below for an example configuration set: - **Accounting entity:** Brex legal entity > DualEntry subsidiary - **Accounts payable:** Brex Card GL - **Personal expense receivable:** Employee Receivable - **Rewards:** Other income - **Manual payments:** Bank GL - **Reimbursement liability:** Employee Liability ## Custom fields All DualEntry fields and field values are imported into Brex on the initial connection. Subsequent changes to your field or field value in DualEntry will be updated to Brex within a short period. You may also trigger a manual sync from the DualEntry side. Once imported to Brex, you can manage all field configuration and visibility in the [Fields Library](https://www.brex.com/accounting-fields). **Note:** When you export transactions to DualEntry, fields populate based on selections in Brex prior to exporting. ## Export transactions to DualEntry You can export both Brex card expenses and reimbursements to DualEntry from the Accounting tab. **Step 1:** Prepare your transactions in Brex (review receipts, memos, category, and fields). **Step 2:** In _Accounting > Review & export_, select DualEntry and click Export. **Step 3:** Confirm successful export and review results in DualEntry. Exports are reflected to DualEntry in real time and contain direct links to the DualEntry entry. The DualEntry entry also contains a direct link back to Brex for improved traceability. Brex card transactions will appear in DualEntry as Direct Expenses, and Brex reimbursements will appear in DualEntry as Journal Entries. **** **Note:** If you choose CSV, files won't post to DualEntry automatically. You will have to upload them to DualEntry manually. Brex marks exported items to prevent duplicates. You can read more about the [Brex Accounting](https://www.brex.com/brex-dashboard-accounting-page) page. ## Automating your month-end close Once integrated with DualEntry, you can leverage Brex's native automation features to help you speed through your month-end close. Set up mappings and accounting rules in the [Automation Hub](https://www.brex.com/accounting-automation) so transactions are coded with the right fields and GL accounts as soon as cards are swiped. Set up workflows in the [Automation Hub](https://www.brex.com/accounting-automation) so that compliant transactions are automatically exported to DualEntry based on your cadence, giving you full control over when transactions are added to your DualEntry account. ## Exporting bills to DualEntry Bills uploaded and processed on Brex Bill Pay can also be synced to DualEntry. **Step 1:** In your dashboard, click _Bills > Manage Bill pay settings_. **Step 2:** Click Manage DualEntry. **Step 3:** Toggle on Sync bills and select the timing for syncing your bills: - Sync bills on approval - Sync bills on submission Bill payments are also synced to DualEntry when the funds clear from your vendor’s bank account. **Note:** Ensure the fields and GL account are updated on the bill pay form prior to the sync trigger to maintain accounting accuracy. ## Disconnect DualEntry You can disconnect if you no longer want to use the DualEntry integration. **Step 1:** In Brex, go to the _Accounting_ tab. **Step 2:** Open DualEntry settings. **Step 3:** Click the three dots (⋯) and select Disconnect. **Note:** Reconnecting to the same DualEntry account preserves your mappings. ## Troubleshooting ### Error: Time out waiting for ERP results Exports are done in real time. This error means that we have not received any response from DualEntry. Please contact your support team at Brex or DualEntry for assistance. ### Connection errors Make sure you have agreed to the Developer Agreement in Brex, are an admin or bookkeeper in Brex, and are an admin in DualEntry. You also need 2-factor authentication enabled in Brex.