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Why aren't my transactions exporting to QuickBooks Online?

That depends! You may be using the QBO bank feed integration, the QBO Categorize & Match Receipts integration, or both. If you don't see your Brex transactions in QuickBooks Online, please see the relevant section below for troubleshooting steps:

Option 1 - You are using just the QBO Bank Feed

Step 1: Ensure that you are logged into QuickBooks Online, not QuickBooks Desktop

Step 2: Click on the Brex card on your Banking tab and check that you have associated the bank feed to the correct QuickBooks account; you may have to create a new account if needed

Step 3: Check that the sync from date is consistent with the date that you would like transactions to start pulling from

Step 4: Ensure that you, or another Admin/Bookkeeper have not clicked on the Disconnect button of the Integrations tab on the Brex dashboard

If someone has, please follow the QBO Bank Feed setup instructions again.

If you are still having issues, please file a ticket with the QBO support team here.

Option 2 - You are using just QBO Categorize & Match Receipts

Step 1: Confirm that you have Master Admin access on QuickBooks Online

Step 2: Check that you have mapped all three of the Settings categories on the Integrations tab of the Brex dashboard; the three categories include Accounts Payable, Bank Account, and Rewards Credits

Step 3: Check that you have not mapped one of the Brex categories to a deleted category on QuickBooks Online

Click on the Integrations tab of the Brex dashboard, click on Manage under QuickBooks, click on Mapping, and look at the Categories section to ensure that you do not see any red exclamation marks next to a mapping. If you do, please refresh your categories, and re-map the broken mappings before attempting to export again.

Step 4: On the Review & Export tab, check that you have no conflicting rules

These are transactions have multiple custom rules applied to them. In order to export the transactions, Brex needs to know which conflicting custom rule(s) should be ignored. Click the X on the rules you want to ignore (you can always reapply them).

Step 5: Create a new Credit Card account on QuickBooks Online and call it Brex Credit Card; then, please use that account for the Accounts Payable mapping in the integration Setup (you may have to refresh your categories to see this new account)

Step 6: Confirm that the books for the period you are trying to export has not been closed

Step 7: Confirm that you have not previously exported transactions via CSV file instead of directly to QuickBooks Online; please check your downloads, or speak with someone on your team that may have done so

If you are still having issues, please reach out to our support team.

Option 3 - You are using both the QBO Bank Feed and QBO Categorize & Match Receipts

First, see both options 1 and 2 above. If that does not resolve the issue, please follow the steps below:

Step 1: Check that you have not moved the transactions pulled from the bank feed out of the Banking tab

Step 2: Check that the Accounts Payable account you selected when you set up the bank feed matches the Accounts Payable account you selected in the Settings screen on the Brex dashboard

If you are still having issues, please reach out to our support team.

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