QuickBooks Desktop integration

New for Summer

Connecting QuickBooks Desktop with Brex enhances your financial management experience to minimize manual data entry and errors. You can import your chart of accounts directly from QuickBooks Desktop and create a set of rules to automatically map transactions to GL accounts, customers, and classes. Please note that QuickBooks Desktop to Brex integration does NOT offer automatic receipt or bank feed.

We provide memos, receipt URLs, and links back to transactions in your Brex dashboard. When it's time to export your data, you can generate an IIF or CSV file that can be effortlessly imported into QuickBooks Desktop.

Setup

Account admins, card admins, bookkeepers and any other users with the specific product capability can connect their Brex account with QuickBooks Desktop by following the steps below.

Step 1: Create a Credit Card account type for your Brex card.

Step 2: If you plan on using Brex for reimbursements, set up an Accounts Payable account type for processing those reimbursements if one does not exist already.

Step 3: Verify that the payment source intended for reimbursement payments is correctly configured as a Bank Account type.

Step 4: Switch to single-user mode in QuickBooks Desktop.

Step 5: Go to File > Utilities > Export > Lists to IIF Files.

Step 6: Select Chart of Accounts (Required) and any additional fields you’d like to import.

Step 7: Click OK to export the IIF file.

Step 8: In your dashboard, click your name in the top right and go to Integrations.

Step 9: Find QuickBooks Desktop under Accounting (you may need to click See all). Click Connect and follow the prompts to import your prepared IIF file.

Note: If you’re already integrated with another accounting software, please disconnect it before you can proceed.