Why aren't my transactions exporting to QuickBooks Online?
To help troubleshoot, please refer to the relevant section(s) below, depending on whether you have expenses data enabled.
Step 1: Ensure that you are signed in to QuickBooks Online, not QuickBooks Desktop.
Step 2: Click the Brex card on the Banking tab and check that you have associated the bank feed to the correct QuickBooks account–you may have to create a new account.
Step 3: Check that the sync-from date is accurate.
Step 4: Ensure that you, or another admin or bookkeeper, have not clicked on the Disconnect button under Integrations in the Brex dashboard.
If someone has disconnected the integration, please follow the QuickBooks Online bank feed setup instructions again.
If you're still having issues, please file a ticket with the QuickBooks support team.
If you have expenses data enabled, try the following steps as well:
Step 1: Confirm that you have Master Admin access on QuickBooks Online.
Step 2: Check that you've mapped all three of the Settings categories on the Integrations tab of the Brex dashboard–Accounts payable, Bank account, and Rewards credits.
Step 3: Check that the Accounts payable account you selected on QuickBooks matches the Accounts payable account you selected in your Settings in the Brex dashboard.
Step 4: Ensure that you haven't mapped one of the Brex categories to a deleted category on QuickBooks Online.
Click Integrations on your Brex dashboard and then Manage under QuickBooks. Look at the Categories section to verify that you don't see any red exclamation marks next to a mapping. If you do, please refresh your categories, and re-map the broken mappings before attempting to export again.
Step 5: On the Review & Export page, check that you have no conflicting rules.
These are transactions have multiple custom rules applied to them. In order to export the transactions, Brex needs to know which conflicting custom rule(s) should be ignored. Click the X on the rules you want to ignore (you can always reapply them).
Step 6: Create a new Credit Card account on QuickBooks Online and call it Brex Credit Card; use this account for the Accounts payable mapping in the integration setup(you may have to refresh your categories to see this new account).
Step 7: Confirm that the books for the period you are trying to export have not been closed.
Step 8: Confirm that you haven't previously exported transactions via CSV file instead of directly to QuickBooks Online–check your downloads, or speak with someone on your team that may have already exported the data.
Step 9: Check that you haven't moved the transactions pulled from the bank feed out of the Transactions > Banking tab.
If you're still having issues, please reach out to Brex Support via your dashboard.