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How do I add Brex to my QuickBooks Online bank feed?

As a Brex Admin or Bookkeeper, you are able to add your Brex card or Cash account on the banking feed of your QuickBooks Online by following the instructions below: 

Step 1: Login to your QuickBooks Online

Important note: This process is not supported on QBO Desktop. Please login via the Intuit QBO website to link your Brex account.

Step 2: On the left-hand menu bar, click on the Transactions > Banking

Step 3: On the top right corner, click on Link Account

Step 4: In the Connect an account prompt, search for Brex

Step 5: Select Brex and follow the steps to connect

Step 6: Click on an account you wish to add (or both)

Step 7: You will be prompted to select a QuickBooks account that you would like Brex transactions to sync to (you can create a new account if needed)

Step 8: You will then be able to select a sync from date (note that transactions older than 90 days will not sync over)

Step 9: Once you click on Connect, Brex transactions will start automatically syncing over right away and begin appearing in your banking feed, where you will be able to manually categorize them

If you encounter any issues, please reach out to the QuickBooks support team here. You can also read more information on how to add bank and credit card accounts to your QBO here or watch the video below.

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