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December 8, 2023
Question

Does Quickbooks<>Brex Bank connection support bill sync? Brex is telling us our QB plan "no longer supports bill sync" but there is nothing about that feature on QB

  • December 8, 2023
  • 1 reply
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Currently on Plus plan. Want our Brex (credit card & bank) transactions automatically linked to Quickbooks Online.

1 reply

December 8, 2023

You can use a 3rd party connector app.

December 9, 2023

Welcome to the QuickBooks Community, sean-ottoadu-com. Let me provide details on how connecting a bank account works in QuickBooks Online.

 

Please know that the downloaded data in QuickBooks depends on what your bank shares with us and how they're posted online. To verify if the bill from Brix still allows sync in QBO, I recommend connecting your bank to the program.

 

Here's how:

 

  1. Go to Transactions and select Bank transactions.
  2. Choose Link Account.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Enter your Sign info in the Login and Password fields. Then, select Continue
  5. Choose the account that you want to connect and date to pull transactions from the dropdown ▼. Then, click Next.
  6. Select your account type on the Account type ▼ dropdown and select Next.

 

Then, you may refer to this article to see further steps and how to finish the process: Connect bank and credit card accounts to QuickBooks Online.

 

If you can't find the Brix on the search bar when connecting it to QBO, I recommend contacting our QBO Support Team. They can access your account securely to check if you're affected by the current issue with the Brex Bank account not appearing on the list.

 

Lastly, you can read this article if you need steps on how to review downloaded bank and credit card transactions to avoid duplicate data: Categorize online bank transactions in QuickBooks Online.

 

Feel free to come back here anytime if you need further assistance with connecting the bank to QBO. I'm always here to help, sean-ottoadu. Keep safe!