Admins and bookkeepers can integrate their Brex account with QuickBooks Desktop by following the steps below. Please note that you must be using a single-user QuickBooks Desktop environment which is currently not supported on Mac and can only be set up using Windows.
Step 1: Click Integrations on the left side of your Brex dashboard.
Step 2: Click Connect under QuickBooks Desktop and follow the prompts.
Note: Please ensure that you're not already integrated with another accounting software. To disconnect from your previous software, please see How do I disable my existing integration and set up a new one?.
Step 3: Click Next to download the Codat/QuickBooks Desktop connector.
Step 4: Once the download is complete, make sure you are running both the Connector and QuickBooks Desktop in administrator mode. When prompted, copy and paste the license key in your Brex dashboard into the QuickBooks Desktop connector.
Step 5: Click Install.
Step 6: Follow the prompts to ensure that you have the correct company open in QuickBooks and have verified your data integrity. Click the checkbox for I have verified my QuickBooks Desktop data.
Step 7: Select your region as US from the dropdown and click Link with Brex.
Step 8: Click Yes, always; allow access even if QuickBooks is not running and click Continue…
Step 9: QuickBooks Desktop should automatically open a new tab in your browser, completing the connection. You can now close the Brex tab where you began the installation or refresh once the connection is complete.
Admins and bookkeepers can integrate their Brex account with QuickBooks Desktop by following the steps below. Please note that QuickBooks Desktop is currently not supported on Mac and can only be set up using Windows.
Step 1: In your dashboard, click your name in the top right and go to Integrations.
Step 2: Find QuickBooks Desktop under Accounting (you may need to click See all). Click Connect next to QuickBooks Desktop and follow the prompts.
Note: Please ensure that you're not already integrated with another accounting software. To disconnect from your previous software, please see How do I disable my existing integration and set up a new one?.
Step 3: Click Next to download the Codat/QuickBooks Desktop connector.
Step 4: Once the download is complete, make sure you are running both the Connector and QuickBooks Desktop in administrator mode. When prompted, copy and paste the license key in your Brex dashboard into the QuickBooks Desktop connector.
Step 5: Click Install.
Step 6: Follow the prompts to ensure that you have the correct company open in QuickBooks and have verified your data integrity. Click the checkbox for I have verified my QuickBooks Desktop data.
Step 7: Select your region as US from the dropdown and click Link with Brex.
Step 8: Click Yes, always; allow access even if QuickBooks is not running and click Continue…
Step 9: QuickBooks Desktop should automatically open a new tab in your browser, completing the connection. You can now close the Brex tab where you began the installation or refresh once the connection is complete.