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.