How do I create a merchant rule?

Merchant rules are a type of mapping whereby a particular merchant is mapped to a preferred GL account that lives within your chart of accounts. They can be mapped for the following integrations: NetSuite, QuickBooks, Sage Intacct, and Xero.

Brex admins and bookkeepers can create these rules by following the steps below.

Step 1: Click Integrations on the left side of your Brex dashboard.

Step 2: Click Manage under your active integration.

Step 3: Click Merchants to expand the section.

Note: Merchants will only appear after a transaction has been made with that particular merchant.

Step 4: Click the Add Merchant button to map the specific merchant(s) to the desired GL account.

Any subsequent transactions at this merchant will follow the merchant rule, overriding the default Brex category mapping.