How does Brex integrate with QuickBooks Desktop?

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 or 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.

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