Where will I see my Brex transactions on QuickBooks Online?
That depends! You may be using the QBO bank feed integration, the QBO Categorize & Match Receipts integration, or both. Please see the relevant section below for where you can find your Brex transactions.
Option 1 - You are using just the QBO Bank Feed
Your Brex transactions will automatically appear in the Banking tab > under Brex card > For review.
Option 2 - You are using just QBO Categorize & Match Receipts
After manually exporting your transactions from the Brex dashboard, your transactions will appear in the Reports tab > Balance Sheet > Liabilities and Equity > Credit Cards > Brex > click on the balance amount to the right.
Option 3 - You are using both the QBO Bank Feed and QBO Categorize & Match Receipts
Your Brex transactions imported through the bank feed will automatically appear in the Banking tab > under Brex card > For review. After manually exporting your transactions from the Brex dashboard, they will be matched to the bank feed records automatically as long as your books have not been closed on QBO.
You will then have the option to confirm if these matches are accurate by clicking on match on the right-hand side of each transaction on the banking feed. You should not see any duplicates.
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