Admins and bookkeepers can add a Brex business account or card account to the bank feed of QuickBooks Online by following the instructions below.
Step 1: Sign in to QuickBooks Online.
Note: This process is not supported on QuickBooks Desktop. Please sign in via the Intuit QuickBooks Online website to link your Brex account.
Step 2: On the left-hand menu bar, click Banking.
Step 3: Click Link Account or Connect account.
Step 4: Under Connect an account, search for Brex.
Step 5: Select Brex and follow the steps to connect.
Step 6: Click on an account or multiple accounts you wish to add.
Step 7: Select a QuickBooks account that you'd like Brex transactions to sync to (you can create a new account if needed).
Step 8: Select a sync-from date (transactions older than 90 days will not sync).
Step 9: Once you click Connect, Brex transactions will start automatically syncing right away and begin appearing in your bank feed, where you'll be able to manually categorize them. If you encounter any issues, please reach out to the QuickBooks support team. You can also read more about adding bank and credit card accounts to your QuickBooks Online or watch the video below.
You'll be asked if you'd like to sync expense data. Please read How does Brex integrate with QuickBooks Online? to learn more about expense data. If you don't want to sync expense data, click Not now. Otherwise, click Sync data and follow the steps below.
Step 10: Configure your expense settings and click Done.
Step 11: On the accounting mapping page, click Categories and map each Brex category to a QuickBooks category (you can type to search for the category).
Note: Map every Brex category that you think your company will use. Otherwise, transactions associated with the unmapped Brex category will not sync because Brex won't know where to send them.
Step 12: Click Review & Export in the top-right corner.
Step 13: Review your company's transactions to ensure that categories have been applied correctly and that receipts are attached.
Step 14: When you’re ready, enter in a date range and click Export to export all of your company's previously un-exported transactions within the time frame you indicated.
Step 15: Indicate that you'd like to export directly to QuickBooks.
Note: Choosing the CSV option will not automatically send the expense data to QuickBooks–they'll need to be added to QuickBooks manually. Brex will mark these transactions as exported to avoid duplicates the next time you export.
Once pushed, categorizations and transaction memos exported to QuickBooks are automatically matched to your transactions waiting for review in the bank feed. This will automatically reconcile your spending and move the charges out of For review and into your balance sheet, giving you better data visibility and saving you hours on your end-of-month close.
Admins and bookkeepers can add a Brex business account or card account to the bank feed of QuickBooks Online by following the instructions below.
Step 1: Sign in to QuickBooks Online.
Note: This process is not supported on QuickBooks Desktop. Please sign in via the Intuit QuickBooks Online website to link your Brex account.
Step 2: On the left-hand menu bar, click Banking.
Step 3: Click Link Account or Connect account.
Step 4: Under Connect an account, search for Brex.
Step 5: Select Brex and follow the steps to connect.
Step 6: Click on an account or multiple accounts you wish to add.
Step 7: Select a QuickBooks account that you'd like Brex transactions to sync to (you can create a new account if needed).
Step 8: Select a sync-from date (transactions older than 90 days will not sync).
Step 9: Once you click Connect, Brex transactions will start automatically syncing right away and begin appearing in your bank feed, where you'll be able to manually categorize them. If you encounter any issues, please reach out to the QuickBooks support team. You can also read more about adding bank and credit card accounts to your QuickBooks Online or watch the video below.
You'll be asked if you'd like to sync expense data. Please read How does Brex integrate with QuickBooks Online? to learn more about expense data. If you don't want to sync expense data, click Not now. Otherwise, click Sync data and follow the steps below.
Step 10: Configure your expense settings and click Done.
Step 11: In your Brex dashboard, go to Accounting > Manage accounting fields > Mappings. Map each Brex category to a QuickBooks category (you can type to search for the category).
Note: Map every Brex category that you think your company will use. Otherwise, transactions associated with the unmapped Brex category will not sync because Brex won't know where to send them.
Step 12: Click Accounting > Prepare transactions.
Step 13: Review your company's transactions to ensure that categories have been applied correctly and that receipts are attached. Use the alert filter to find transactions that are missing GL accounts, receipts, or memos.
Step 14: When you’re ready, enter a date range and select all transactions or select individual transactions and click Mark as prepared.
Step 15: To export directly to QuickBooks Online or into a CSV, click Review & export transactions to find all prepared transactions. From here, you can do a secondary review and when you’re ready, enter in a date range, select all transactions desired, and click Export.
Step 16: Indicate that you'd like to export directly to QuickBooks.
Note: Choosing the CSV option will not automatically send the expense data to QuickBooks–they'll need to be added to QuickBooks manually. Brex will mark these transactions as exported to avoid duplicates the next time you export.
Once pushed, categorizations and transaction memos exported to QuickBooks are automatically matched to your transactions waiting for review in the bank feed. This will automatically reconcile your spending and move the charges out of For review and into your balance sheet, giving you better data visibility and saving you hours on your end-of-month close.