# Sync your Brex business account with other platforms Get answers to all of your questions regarding Brex **URL Source:** https://www.brex.com/support/sync-business-account-with-other-platforms --- ## Overview To best manage your company's funds, you can link your Brex business account with various ecommerce and payroll software. You can do so by using your Brex business account details to connect from the dashboard of your desired platform. Other software cannot be linked directly from the Brex dashboard. ## Ecommerce Linking an ecommerce platform allows you to make fast, externally initiated payments to and from your checking account. Here are some examples of ecommerce platforms that you can connect to your Brex business account: - Amazon - BigCommerce - Braintree - Deel - PayPal - [Shopify](https://www.brex.com/best-accounting-software-for-shopify) - Square - Stripe - Venmo - Wix - Xoom If your platform isn’t listed here, please contact their customer service to ask whether it’s compatible with Brex. **Note:** The balance of your linked ecommerce platform will not be used for underwriting purposes and will not affect your credit limit. Below are instructions for linking specific platforms. ### Deel **Step 1:** On the Deel homepage, select the contract from the _Contracts_ menu or click _Pay_ from the homepage icon. **Step 2:** Select the person (or people) you want to pay and click _Continue_. **Step 3:** To add Brex as a payment method, click _Use Another Method._ **Step 4: ​​**Select _Brex_ from the bottom of the available options. Payment is available in USD. Click _Continue._ **Step 5:** When prompted, sign in to Brex. **Step 6:** Select the Brex account you'd like to use and click _Select Account._ **Step 7:** Verify the payment amount and click _Confirm Payment._ You'll see a popup screen that your payment was successful. **Note:** To view the statement before the transfer, click _Download PDF,_ select the statement type (Summary or Detailed), then click _Download_. Use the _X_ to go back and confirm payment. You can confirm the payment was made by going to _Invoices & Receipts_ and selecting _Receipts._ The status should read _"Paid"_ under the amount. ### PayPal **Step 1**: Navigate to _Wallet_ in the menu of your PayPal dashboard and click _Link a bank_. **Step 2:** Search for Brex in the financial list. (Note: Brex is not a bank, but for these purposes, it is listed as the financial institution you are using.) **Step 3:** Enter your Brex account credentials (email and password). **Step 4:** Enter the 2FA code sent to your phone number when prompted to confirm your identity. **Step 5:** Choose your Brex account when prompted, which shows the last four digits of your Brex business account number. **Step 6:** PayPal will let you know that the account has been linked. The _Bank Name_ will be listed as COLUMN NATIONAL ASSOCIATION BREX. Note: Your checking account is provided by Column N.A., Member FDIC (an unaffiliated Institution). ### Stripe **Step 1:** In your Stripe dashboard, click _Settings_ > _Bank accounts and scheduling._ **Step 2:** Click _+ Add bank account._ **Step 3:** Enter your checking account details and click _Add Bank Account_. You can update your account information in your Stripe dashboard by following these steps: **Step 1:** In your Stripe dashboard, click _Settings_ > _Bank accounts and scheduling._ **Step 2:** Click _Edit_ next to your checking account and make edits to the information. **Step 3:** Click _Update bank account_. ## Bill management Linking a bill management platform lets you fund outgoing bill payments and receive incoming payments through your Brex business account. You can only link a checking account, since the Treasury and Vault accounts don’t allow external transfers. **Note:** Brex also offers its own bill pay product that funds bills directly from your checking account, with no external connection required. For more information, refer to this [help article](https://www.brex.com/bill-pay-overview). ### BILL (Bill.com) **Step 1:** In BILL, click _Settings > Bank Accounts_ and select _Set up new bank_. **Step 2:** Search for Brex in the bank list. (Note: Brex is not a bank, but for these purposes, it is listed as the financial institution you are using.) **Step 3:** Enter your Brex account credentials (email and password). **Step 4:** Enter the 2FA code sent to your phone number when prompted to confirm your identity. **Step 5:** Choose your Brex account when prompted, which shows the last four digits of your Brex business account number. **Step 6:** Enter your full legal business name as the name on the account and complete any compliance information BILL requests. The _Bank Name_ will be listed as COLUMN NATIONAL ASSOCIATION BREX. If instant verification doesn't complete, you can add your account manually by following these steps: **Step 1:** In BILL, click _Settings > Bank Accounts_, select _Set up new bank_, then close the bank connection window and select _Continue_ to add your bank manually. **Step 2:** Enter your account and routing number, select _Checking_, and enter your full legal business name. You can find your account and routing number in _Accounts >_ Checking account. **Step 3:** BILL will send a test deposit to your checking account, typically within 1–2 business days. Find the amount in your dashboard under _Accounts_. **Step 4:** In BILL, open your to-do list, select _Finish bank account setup_, enter the deposit amount, and select _Verify_. **Note:** Only the user who added the account can verify it, and the verification window is limited. If it expires, re-add the account to receive a new test deposit. Once verified, confirm your Brex business account is marked _Default to Pay_ and _Default to Get Paid_ in _Settings > Bank Accounts_. Otherwise BILL may continue routing payments through a previously linked account. You can change your linked account in BILL by following these steps: **Step 1:** Click the gear icon and select _Bank Accounts_ under _Your Company_. **Step 2:** Click the bank account number, click the delete icon, check the box, then click _Confirm_. **Step 3:** Add your new account using the steps above. **Note:** Payments scheduled from an inactivated account are cancelled and must be rescheduled. If a processed payment needs to be voided after inactivation, funds return to the original account if it's still open. If it's closed, the return fails and BILL notifies authorized users — contact BILL Support to redirect the funds to an account that's active in BILL. ## Payroll To connect your payroll provider for ACH debits and reverse wires, you’ll need to connect directly in your Brex dashboard by following the steps below: **Step 1:** Click _Accounts_ > _View all accounts_ in the top right of the Brex accounts table and then select the checking account you’d like to set up payroll for from the left side navigation menu. Click the to _Manage Settings_ button _> Manage_ below the to Payroll connection header. **Step 2:** Select your payroll provider from the dropdown menu. If you don’t see it on the list, you can type it in manually. **Step 3:** Select whether you’d like to connect via ACH debit or reverse wires and follow the instructions in the applicable section below. ### Reverse wires **Step 1:** To use your payroll connection for reverse wires, follow the instructions in your Brex dashboard. **Step 2:** After verifying your information, enter your provider’s information and authorize the payment in your dashboard. **Step 3:** Finalize the process by logging into your payroll provider’s portal and following their instructions to complete the setup**.** ### ACH debit **Step 1:** Connect directly with your payroll provider using your account and routing number. You can find these in _Accounts > Business accounts >_ checking account. Here are ACH debit instructions for several common payroll providers: - [Adp](https://www.adp.com/what-we-offer/payroll.aspx) - [Alcott HR](https://alcotthr.com/) - [Blue Marble Payroll](https://bluemarblepayroll.com/solutions/global-payroll/) - [Deel](https://help.letsdeel.com/hc/en-gb/articles/4407737660049-How-To-Add-A-Direct-Debit-Payment-Method) - [Gusto](https://support.gusto.com/article/106622315100000/Manage-company-bank-account-details) - [Justworks](https://help.justworks.com/hc/en-us/articles/360004527231-Payment-Processing) - [Quickbooks Payroll](https://quickbooks.intuit.com/learn-support/en-us/help-article/payroll-preferences/change-payroll-bank-account/L5Fn9uOLg_US_en_US) - [Trinet](https://help.trinetcloud.com/hc/en-us/articles/115000861967-Direct-Pay-Company-Setup) - [Zenefits](https://help.zenefits.com/Payroll/Using_Zenefits_Payroll/FAQs_About_Using_Zenefits_Payroll/007-How_Can_I_Change_the_Company_Bank_Account_used_by_Zenefits_Payroll/) If you don’t see your payroll provider in the list above, you can find instructions in your provider’s help center. You can either [enable ACH debits](https://www.brex.com/ach-transfers) from all counterparties or add your payroll provider to your list of trusted counterparties. **Step 2:** Check to make sure that you can successfully transfer funds to or from your payroll provider. ## Removing a payroll connection You can view your current setup by clicking _Accounts > View all accounts_ in the top right of the Brex accounts table, selecting your checking account from the left side navigation menu, and clicking _the Manage Settings_ button _> Manage_ below the Payroll connection header. **Note:** Removing a connection in your Brex dashboard doesn't cancel any payroll runs already scheduled with your provider. Update your payment method with your provider as well, or those debits and wires will fail. ### Reverse wires Revoking your authorization stops your payroll provider from pulling funds from your account. **Step 1:** Click _Vendors_ and search for your payroll provider. **Step 2:** Scroll down to the _Payroll information_ section and click the red icon next to _Reverse wire authorization_. **Step 3:** Confirm that you'd like to revoke the authorization. **Note:** You can't delete a vendor until you've revoked its reverse wire authorization. Revoking is also how you change your authorized maximum. There's no way to edit the limit on an existing authorization — revoke it, then submit a new authorization with the new amount. Once you've revoked an authorization, you can submit a new one at any time from your dashboard by following the steps above. ### ACH debit Your provider debits your account using your account and routing number therefore you will need to revoke authorization for the ACH debits with your provider. To stop the debits, remove or replace your Checking account in your payroll provider's settings or work with them to revoke authorization. If you want to make sure no further debits succeed, you can also block your provider in your Brex dashboard: **Step 1:** Click _Accounts > View all accounts in the top right of the Brex accounts table_ and select your checking account from the left side navigation menu. Click _Manage settings >_ and scroll down to the _ACH debit allow list_ section. **Step 2:** If _Only allow debits from trusted organizations_ is on, click _Manage allow list_, click the three dots next to your payroll provider, and delete it. **Step 3:** If the toggle is off, click _Manage block list_, click _Add_, enter your provider's name and unique ACH ID, and click _Continue_. **Note:** Some providers debit from more than one ACH ID. Confirm the full list with your provider, as blocking one ID may not stop every debit.