How do I add Brex to my QuickBooks Online bank feed?

As a Brex Admin or Bookkeeper, you are able to add your Brex card or Cash account on the banking feed of your QuickBooks Online by following the instructions below: 

Step 1: Login to your QuickBooks Online

Important note: This process is not supported on QBO Desktop. Please login via the Intuit QBO website to link your Brex account.

Step 2: On the left-hand menu bar, click on the Transactions > Banking

Step 3: On the top right corner, click on Link Account

Step 4: In the Connect an account prompt, search for Brex

Step 5: Select Brex and follow the steps to connect

Step 6: Click on an account you wish to add (or both)

Step 7: You will be prompted to select a QuickBooks account that you would like Brex transactions to sync to (you can create a new account if needed)

Step 8: You will then be able to select a sync from date (note that transactions older than 90 days will not sync over)

Step 9: Once you click on Connect, Brex transactions will start automatically syncing over right away and begin appearing in your banking feed, where you will be able to manually categorize them

If you encounter any issues, please reach out to the QuickBooks support team here. You can also read more information on how to add bank and credit card accounts to your QBO here or watch the video below.

Next, you will be asked if you would like to sync expense data. Please read How does Brex integrate with QuickBooks Online? to learn more about expense data. If you do not want to sync expense data, click Not now. If you would like to sync this data, click on Sync data and follow the steps below:

Step 10: Configure your expense settings and click Done

Step 11: On the accounting mapping page, click on Categories and map each Brex category to a QuickBooks category (you can type to search for the category)

Important note: map every Brex category that you think your company will use. Otherwise, transactions associated with the unmapped Brex category will not sync as Brex will not know where to send these transactions in your QuickBooks account.

Step 12: Click the Review & Export button (on the top right-hand side of your screen)

Step 13: Review your company's transactions to ensure that categories have been applied correctly and that receipts are attached

Step 14: 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 15: Indicate that you would like to export directly to QBO (please note that choosing the CSV option will not automatically send the expense data to QBO and Brex will mark these transactions as exported as to avoid duplicates the next time you export)

Once pushed, categorizations and transaction memos exported to QBO are automatically matched to your transactions waiting for review in the Bank Feed. Matching the expense records to the bank feed will automatically reconcile your spending and move the charges out of for review and on to your balance sheet giving you better data visibility and saving you hours on your end of month close.