How do I set up the QuickBooks Online Categorize & Match Receipts integration on Brex?
To integrate with Brex's QBO Categorize & Match Receipts integration, Bookkeepers and Admins can follow the steps below:
Step 1: Click on Integrations on the left-hand menu bar of the Brex dashboard
Step 2: Find the QuickBooks option and click on Connect or Manage (if you are using the QBO bank feed)
Step 3: Click on Enable next to Expenses data
Step 4: Enter your QuickBooks credentials (please note Master Admin access is required)
Step 5: Click on the Settings button on the top right-hand side
Step 6: Select an accounts payable account where Brex will send your transactions
Important note: when you set up your integration for the first time, Brex Card will auto-populate in the AP field and you'll notice that is it set up as a credit_card under Brex in your QuickBooks chart of accounts.
Step 7: On the same Settings page, select the bank account that Brex payments are pulled from as well as the category that rewards credits should be mapped to (it is important that both fields are mapped in order for the integration to be successful)
Step 8: On the accounting mapping page, click on Categories and map each Brex category to a QuickBooks category (you can type to search for the category)
Important note: map every Brex category that you think your company will use. Otherwise, transactions associated with the unmapped Brex category will not sync as Brex will not know where to send these transactions in your QuickBooks account.
Step 9: Click the Review & Export button (at the top of the page on the right-hand side of your screen)
Step 10: After reviewing the transactions that are about to export over, click Export to export all of your company's previously un-exported transactions
Step 11: Select whether you would like to export directly to QuickBooks Online or export the transactions as a CSV file (please note that choosing the CSV option will mark these transactions as exported as to avoid duplicates the next time you export)