How do I set up the Pilot integration?

Pilot will set up the automatic feed of Brex transactions into Quickbooks 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
Please ensure that you have disabled your QuickBooks ERP integration before initializing the Pilot integration to prevent duplicate transactions in your ERP

Set Up 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 integration, Brex transactions will automatically start exporting over to Pilot and to QBO daily.

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