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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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