As an Admin or Bookkeeper, you are able to export Brex transactions to your active integration by following the steps below:
Step 1: Click on the Integrations tab on the left-hand menu bar of the Brex dashboard
Step 2: Click on Manage under your active integration
Step 3: Click on the Review & Export button on the top right-hand side
Step 4: Review your company's transactions to ensure that categories have been applied correctly and that receipts are attached
Step 5: When you’re ready, enter in a date range and click on Export to export all of your company's previously un-exported transactions within the time frame you indicated
Step 6: Select whether you would like to export directly to your accounting software or export the transactions as a CSV file (please note that choosing the CSV option will mark these transactions as exported as to avoid duplicates the next time you export)