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.