Pilot and QuickBooks Online integration

OverviewSetup instructions


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

Setup instructions

Step 1: Make sure all of the following are true:

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

Step 2: Follow the steps here to grant access to your new Brex account. Step 3: Once Pilot has access, they’ll set up the integration between Brex, Pilot, and QuickBooks Online for you. To avoid duplicate transactions, please avoid enabling the Brex <> QuickBooks Online integration yourself. After Pilot has set up the integration, Brex transactions will automatically start exporting over to Pilot and QuickBooks Online daily.

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