How do I export my Brex transactions to my active integration?
As a card admin, account admin, or bookkeeper, you can export transactions to your active integration by following the steps below:
Step 1: Click Accounting on the left side of your Brex dashboard.
Step 2: Click Prepare transactions to review and edit transactions.
Step 3: Review your company's transactions to ensure that categories have been applied correctly and that receipts are attached. You can do this by using the search bar, filtering transactions by alerts, GL accounts, date, and dollar amount.
Step 4: When you’re ready, enter in a date range, select transactions that you would like to export or select all, and click Mark as prepared to move all of your company's previously un-exported transactions to the Review & export transactions page. If this is your first time exporting, all transactions posted prior to your export time frame will be cleared from your Accounting page.
Step 5: Go to Accounting > Review & export transactions to view all transactions that have been prepared for review and export.
Note: On this page, you’ll have the same filter and searching functions, but you will not be able to edit any transactions. Here, you can export or send transactions back to review.
Step 6: To export transactions, select a date range and all transactions, or select individual transactions and click Export on the right.
Step 7: Select whether you would like to export directly to your accounting software or export the transactions as a CSV file. Choosing either option will mark these transactions as exported and avoid duplicates the next time you export.
For all direct exports, and CSV exports with more than 500 transactions you’ll be prompted with a banner indicating your export is in progress, which will update when it’s complete. If you’d like, you can also check the option to receive a notification email once the export is ready for download.
Note: While previously exported transactions can no longer be exported directly to your integration, you can still download these transactions to a CSV from the Expenses page or the Transactions page. To view Transactions, go to Accounts, and click on your account.