General Ledger accounts show up on the Brex Dashboard when you integrate with an accounting software like Xero, Sage Intacct, Quickbooks Online, or NetSuite. These GL accounts are pulled over from the accounting software so you can map your transactions accordingly.
If you do not see the GL account you’re looking for in the dropdowns, please try the following:
Refresh the integration
Refreshing the integration pulls all updated information from your accounting software.
To refresh the integration, follow these steps:
Step 1: Click Integrations.
Step 2: Select Manage.
Step 3: Under Settings, click Refresh connection.
Please visit the following article for instructions on refreshing your updated GL accounts: How do I refresh updated categories within Brex?
Check the GL accounts settings within Brex
The GL accounts setting allows you to change which GL accounts you can map your Brex transactions to. All GL accounts will be displayed in this settings page with boxes to the left of each GL account. If the box is checked, you can select the GL account from the dropdown menu on your transaction—if unchecked, the GL account won’t come up as an option.
To navigate to the GL account settings and confirm if the GL account has been enabled to display in the dropdowns, follow these steps:
Step 1: Click Integrations.
Step 2: Select Manage.
Step 3: Click Settings.
Step 4: Under GL Accounts you can check or uncheck the GL accounts you want to appear.
Type in the GL account box
When clicking on the GL account dropdown, a limited number of GL accounts will be displayed. Additional GL accounts can be located by typing to search in this field.
If you still don't see the desired GL account after completing the steps above, please reach out to support.
General Ledger accounts show up on the Brex Dashboard when you integrate with an accounting software like Xero, Sage Intacct, Quickbooks Online, or NetSuite. These GL accounts are pulled over from the accounting software so you can map your transactions accordingly.
If you do not see the GL account you’re looking for in the dropdowns, please try the following:
Refresh the integration
Refreshing the integration pulls all updated information from your accounting software.
To refresh the integration, follow these steps:
Step 1: In the top right of your dashboard, click your name and go to Integrations.
Step 2: Under Connected integrations, find the tile for the integration you want to refresh.
Step 3: Click the three dots and click Refresh.
Please visit the following article for instructions on refreshing your updated GL accounts: How do I refresh updated categories within Brex?
Check the GL accounts settings within Brex
The GL accounts setting allows you to change which GL accounts you can map your Brex transactions to. All GL accounts will be displayed in this settings page with boxes to the left of each GL account. If the box is checked, you can select the GL account from the dropdown menu on your transaction—if unchecked, the GL account won’t come up as an option.
To navigate to the GL account settings and confirm if the GL account has been enabled to display in the dropdowns, follow these steps:
Step 1: In the top right of your dashboard, click your name and go to Integrations.
Step 2: Under Connected integrations, find the tile for your integration and click Manage.
Step 3: Click GL accounts to expand the list of GL accounts available for mapping. Check or uncheck the GL accounts you want to appear.
Type in the GL account box
When clicking on the GL account dropdown, a limited number of GL accounts will be displayed. Additional GL accounts can be located by typing to search in this field.
If you still don't see the desired GL account after completing the steps above, please reach out to support.