Our aim is to make bill payments easy. The Bill pay feature will allow you to see, store, and schedule all of your bills directly from Brex Cash. Give your vendors your unique email address for bills
or add them to your dashboard. From there, one click sends the payment and syncs it to your accounting software.
To sign up, click on the Bill pay
tab on your Brex dashboard. This will run you through your first bill, and it will also show you how to sync your bills directly to Quickbooks.
Before we get into troubleshooting, here are a few quick notes about Bill Pay:
- We sync bills only when the bill is submitted for payment
- We do not retroactively sync bills created before the integration is set up
- This is a one-way sync, meaning we only sync data from Brex into Quickbooks.
When a bill sync fails, you will see a banner on top of the Bill pay tab with some information as to why it failed, and often it will provide messaging on how to fix the issue. On top of that, you will also see a resync button once the issue blocking the sync has been fixed.
Overwrite Stale Data
Another common error for Bill Pay is due to stale data. When data is modified on the Quickbooks side, syncing will halt for that bill. If you wish to continue syncing the bill changes to Quickbooks, you will have to overwrite the data for that bill, which you can do by navigating to the specific bill, and clicking on Resync this bill.