How to Integrate Brex with QuickBooks?

Brex is a financial technology company that offers a comprehensive expense management platform to optimize organizational expenses and finance management. Expense management software, like Brex, helps business organizations track, process, and manage employee-initiated expenses. These platforms also automate certain financial tasks such as receipt capture, expense submissions, reimbursement and approvals, etc. All in all, tools like Brex are valuable for the efficiency they bring to the financial side of operations, making them accessible and beneficial not only to large enterprises but to businesses of all sizes.

The key features included in the Brex expense management platform are:

• Expense Management: Automated receipt capture, real-time expense tracking and reporting, and AI tools for approval automation.
• Travel Management: Travel booking and management in-app, integration with major travel providers.
• Policy Compliance: Automated spending policy enforcement, AI insights to optimize spending.
• Mobile Friendly Application: User-friendly mobile application for on-the-fly expense management.
• Bill Payment: Automated invoice and payment workflows, streamlined vendor payments.

The wide range of features Brex offers is further elevated by its integration with third-party ERP and accounting software. This blog post will elaborate on the benefits of integrating Brex with QuickBooks, the accounting software, and the steps to enable the connection.

Benefits of Integrating Brex with QuickBooks

The following points highlight the advantages of integrating the expense management platform with the accounting platform.

• Automated Data Transfer: The synchronization between Brex and QuickBooks minimizes the errors commonly caused by manual entries, ensuring accurate financial records.
• Vendor Mapping: Data fields relating to merchants in Brex can be matched to the vendor list in QuickBooks to maintain consistency across financial records.
• Automated Categorization: Transactions can be automatically tagged, matching them to your QuickBooks chart of accounts and reducing the need for manual categorization.
• Better Control Over Accounting Processes: Expenses can be appropriately tagged prior to export, enabling better control over the accounting process.
• Enhanced Reporting: Detailed reports can be generated that merges input from both platforms, and combined with AI-powered insights, to empower organizations to make data-driven decisions.
• Improved Compliance: Brex enables organizations to automate the monitoring and enforcement of specific finance-related policies, ensuring that businesses are compliant with the required regulatory standards.

How to Integrate Brex with QuickBooks?

The following steps outline the integration process for connecting Brex with QuickBooks Desktop. While Brex integrates with both QuickBooks Online and QuickBooks Desktop, the instructions provided here specifically address the setup for the Desktop version.

• Login to your Brex platform, navigate to your username at the top right and select Integrations.
• Search for QuickBooks Desktop under the Accounting section.
• Follow the prompts and click Next to download the QuickBooks Desktop Connector.
• Ensure that both the Connector and QuickBooks Desktop are running as an admin in single-user mode.
• Copy and paste your Brex license key (available on the dashboard) into the QuickBooks Desktop Connector once it has been downloaded.
• Click Install.
• Click the I have verified my QuickBooks Desktop data checkbox after ensuring that you have selected the correct company name from QuickBooks.
• Select your region as US and hit Link with Brex.
• In the popup, click Yes, allow access even if QuickBooks is not running, and click Continue.
• Once you have hit continue, QuickBooks Desktop should automatically open in a new tab and complete the connection.

And with that final step you have successfully connected Brex with QuickBooks Desktop. You are all set to take full advantage of the integration and enjoy a seamless, more optimized expense and financial experience. You can effortlessly track, manage, and analyze your records, ensuring an accurate budgeting and reporting process.

Leverage Apps4Rent for Integrating Brex with QuickBooks

Despite the seemingly straightforward nature of the above-mentioned steps, integrations are technically complex processes and even slight errors in configurations or related settings may grind your synchronization to a halt. This is where Apps4Rent can assist, offering a practical approach to simplify and enhance your Brex and QuickBooks integration.

As an Intuit Authorized Hosting Provider, we have extensive expertise with all kinds of QuickBooks integrations, including synchronization with Brex. We also offer a variety of hosted QuickBooks Desktop plans that are bound to suit your requirements. Contact our expert engineers over chat, call, or text at any time of the day (or night!) to learn more about how we can guide you to be more efficient and streamline your QuickBooks integration with Brex.