You'll be asked if you'd like to sync expense data. Please read How does Brex integrate with QuickBooks Online? to learn more about expense data. If you don't want to sync expense data, click Not now. Otherwise, click Sync data and follow the steps below.
Step 10: Configure your expense settings and click Done.
Step 11: On the accounting mapping page, click Categories and map each Brex category to a QuickBooks category (you can type to search for the category).
Note: Map every Brex category that you think your company will use. Otherwise, transactions associated with the unmapped Brex category will not sync because Brex won't know where to send them.
Step 12: Click Review & Export in the top-right corner.
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 Export to export all of your company's previously un-exported transactions within the time frame you indicated.
Step 15: Indicate that you'd like to export directly to QuickBooks
Note: Choosing the CSV option will not automatically send the expense data to QuickBooks–they'll need to be added to QuickBooks manually. Brex will mark these transactions as exported to avoid duplicates the next time you export.
Once pushed, categorizations and transaction memos exported to QuickBooks are automatically matched to your transactions waiting for review in the bank feed. This will automatically reconcile your spending and move the charges out of For review and into your balance sheet, giving you better data visibility and saving you hours on your end-of-month close.