The QuickBooks Desktop integration allows you to leverage automation to close your books faster, avoid manual errors, and streamline manual inputs in the following ways:
Import your chart of accounts directly from QuickBooks Desktop.
Create a series of rules to automatically map all transactions to GL accounts, customers, vendors, and classes.
Memos, receipt URLs, and links back to the transaction will be provided in the Brex dashboard.
Export to a CSV file which can then be imported into QuickBooks Desktop.
Which versions of QuickBooks Desktop are supported?
Brex supports the single-user environments of QuickBooks Desktop listed below.
Version tiers:
Accountant
Pro
Pro Plus
Premier
Premier Plus
Enterprise
Special editions:
Contractor
Manufacturing and Wholesale
Accountant
Professional Services
Nonprofit
What are the requirements for setting up the QuickBooks Desktop integration?
To set up the QuickBooks Desktop integration, you’ll need to have a bookkeeper, account admin, or card admin role within Brex and be running QuickBooks Desktop in administrator mode.
Read How do I set up the QuickBooks Desktop integration? to get started.
The QuickBooks Desktop integration allows you to leverage automation to close your books faster, avoid manual errors, and streamline manual inputs in the following ways:
Import your chart of accounts directly from QuickBooks Desktop.
Create a series of rules to automatically map all transactions to GL accounts, customers, vendors, and classes.
Memos, receipt URLs, and links back to the transaction will be provided in the Brex dashboard.
Export to a CSV file which can then be imported into QuickBooks Desktop.
Which versions of QuickBooks Desktop are supported?
Brex supports the single-user environments of QuickBooks Desktop listed below.
Version tiers:
Accountant
Pro
Pro Plus
Premier
Premier Plus
Enterprise
Special editions:
Contractor
Manufacturing and Wholesale
Accountant
Professional Services
Nonprofit
What are the requirements for setting up the QuickBooks Desktop integration?
To set up the QuickBooks Desktop integration, you’ll need to have a bookkeeper, account admin, or card admin role within Brex and be running QuickBooks Desktop in administrator mode.
Read How do I set up the QuickBooks Desktop integration? to get started.