Brex

Our mission is to reimagine financial systems so every growing company can realize their full potential.

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How’s does Brex integration work?

The QuickBooks Online integration allows you to leverage automation to close your books faster, avoid manual errors, and streamline manual inputs in the following ways:

  • Import your chart of accounts directly from QuickBooks Online.
  • Create a series of rules to automatically map all transactions to GL accounts, customers, vendors, and classes.
  • Memos, receipt URLs, and links back to the transaction will be provided  in the Brex dashboard.
  • Export to a CSV file which can then be imported into QuickBooks Online.

Which versions of QuickBooks Online are supported?

Brex supports the single-user environments of QuickBooks Online listed below.

Version tiers:

  • Accountant
  • Pro
  • Pro Plus
  • Premier
  • Premier Plus
  • Enterprise

Special editions:

  • Contractor
  • Manufacturing and Wholesale
  • Accountant
  • Professional Services
  • Nonprofit

What are the requirements for setting up the QuickBooks Online integration?

To set up the QuickBooks Online integration, you’ll need to have a bookkeeper or admin role within Brex and be running QuickBooks Online in administrator mode.

Read How do I set up the QuickBooks Online integration? to get started.