Brex | How do I set up the Pilot integration?
Open an account

How do I set up the Pilot integration?

Pilot will set up the automatic feed of Brex transactions into QuickBooks (QBO) as part of the bookkeeping process. If you don’t already have a Pilot account, you can sign up here.

Requirements

  • You must be a Pilot customer using bookkeeping services.
  • You must use QuickBooks as your primary ERP platform.
  • You must have disabled your QuickBooks ERP integration before initializing the Pilot integration to prevent duplicate transactions in your ERP.

Setup instructions

Step 1: Please follow the steps here to grant access to your new Brex account.

Step 2: Once Pilot has access, Pilot will set up the integration between Brex, Pilot, and QBO for you–please don’t enable the Brex <> QBO integration yourself to avoid duplicate transactions.
Once Pilot has set up the integration, Brex transactions will automatically start exporting over to Pilot and QBO daily.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->
Open an account

How do I set up the Pilot integration?

Pilot will set up the automatic feed of Brex transactions into QuickBooks (QBO) as part of the bookkeeping process. If you don’t already have a Pilot account, you can sign up here.

Requirements

  • You must be a Pilot customer using bookkeeping services.
  • You must use QuickBooks as your primary ERP platform.
  • You must have disabled your QuickBooks ERP integration before initializing the Pilot integration to prevent duplicate transactions in your ERP.

Setup instructions

Step 1: Please follow the steps here to grant access to your new Brex account.

Step 2: Once Pilot has access, Pilot will set up the integration between Brex, Pilot, and QBO for you–please don’t enable the Brex <> QBO integration yourself to avoid duplicate transactions.
Once Pilot has set up the integration, Brex transactions will automatically start exporting over to Pilot and QBO daily.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->

How do I set up the Pilot integration?

Pilot will set up the automatic feed of Brex transactions into QuickBooks (QBO) as part of the bookkeeping process. If you don’t already have a Pilot account, you can sign up here.

Requirements

  • You must be a Pilot customer using bookkeeping services.
  • You must use QuickBooks as your primary ERP platform.
  • You must have disabled your QuickBooks ERP integration before initializing the Pilot integration to prevent duplicate transactions in your ERP.

Setup instructions

Step 1: Please follow the steps here to grant access to your new Brex account.

Step 2: Once Pilot has access, Pilot will set up the integration between Brex, Pilot, and QBO for you–please don’t enable the Brex <> QBO integration yourself to avoid duplicate transactions.
Once Pilot has set up the integration, Brex transactions will automatically start exporting over to Pilot and QBO daily.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->