Option 1 - You are using just the QBO Bank Feed
You will be able to manually categorize transactions as they come in to the banking feed. Once categorized, QBO will remember the categorization for the same type of transaction moving forward (e.g. Lyft transactions will be categorized as ground transportation). You can also automate the categorization of Brex transactions by creating rules in your QBO account. Learn more here
If you wish to manually re-categorize your transactions, you can do so at any time on QBO.
Option 2 - You are using just QBO Categorize & Match Receipts
Option 3 - You are using both the QBO Bank Feed and QBO Categorize & Match Receipts
The mappings, as well as receipts and memos, from the Categorize & Match Receipts integration will be matched to the bank feed records automatically when you export them 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.