QuickBooks integration guide

Brex can integrate with both QuickBooks Online and QuickBooks Desktop. The integration setup is different for each application so please refer to the relevant section below.

QuickBooks Online

Step 1: Considerations and benefits

Review the ways that Brex integrates with QuickBooks Online. If you’re not already using QuickBooks Online, this can help you determine whether the software and our integration is right for your company.

Step 2: Setup instructions

Add Brex to your QuickBooks Online bank feed to begin the setup process.

Step 3: Mark expenses as billable

Prior to exporting expenses to QuickBooks Online, bookkeepers and admins can mark them as billable. An employee can also mark their own expenses as billable if they’d like.

Step 4: Exporting receipts and memos

Enable expense data in your Brex dashboard so you can start exporting receipts and memos to QuickBooks Online.

Step 5: Enabling data syncing for reimbursements

(Skip this is you’re using Brex Empower)

When using the Brex classic experience, you’ll need to confirm the QuickBooks Online integration to save time reconciling expenses.

Step 6: Bill pay

Set up bill pay to sync your bills with QuickBooks Online automatically.

If you run into any trouble with your QuickBooks Online integration, please refer to the article I need help troubleshooting my QuickBooks Online integration.

QuickBooks Desktop

Before deciding whether to move forward with the QuickBooks Desktop integration, please note that QuickBooks Desktop is currently not supported on Mac and can only be set up using Windows.

Step 1: Considerations, benefits, and requirements

Review the ways that Brex integrates with QuickBooks Desktop. If you haven’t already signed up for QuickBooks Desktop, this can help you determine if the integration is right for your business.

Step 2: Setup instructions

Follow the steps in How do I set up the QuickBooks Desktop integration? to complete the integration setup.

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