How do I set up the Pilot integration?

Pilot will set up the automatic feed of Brex transactions into QuickBooks (QBO) as part of the bookkeeping process. If you don’t already have a Pilot account, you can sign up here.

Requirements

You must be a Pilot customer using bookkeeping services.
You must use QuickBooks as your primary ERP platform.
You must have disabled your QuickBooks ERP integration before initializing the Pilot integration to prevent duplicate transactions in your ERP.

Setup instructions

Step 1: Please follow the steps here to grant access to your new Brex account.

Step 2: Once Pilot has access, Pilot will set up the integration between Brex, Pilot, and QBO for you–please don’t enable the Brex <> QBO integration yourself to avoid duplicate transactions.

Once Pilot has set up the integration, Brex transactions will automatically start exporting over to Pilot and QBO daily.

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