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How do I export my Brex transactions to my active integration?

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)

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