Follow the easy steps in this helpful guide to enjoy seamless synchronization of your expenses from Brex to your accounting company using Synder.
Overview:
Start the Brex integration from scratch
1. Create an account
If you’re getting started with Synder you’ll need to create a free Trial account and connect your accounting system first. Check out this guide if you would like to integrate your payment platform with QuickBooks Online or Xero, and this article to connect your QuickBooks Desktop company.
2. Provide your business details
Going through the set-up process of an Organization for your QuickBooks/Xero company, fill in the information about your business and hit the Next step button.
3. Select the platforms you’d like to integrate
Now you need to select the platforms you would like to connect to Synder. Click View all integrations to see the list of all available platforms.
Note: Mark all the services you are using to receive payments, you will be able to connect all of them right away or skip the connection of particular integrations and set them up any time later.
4. Connect your accounting platform
Select the accounting company you’d like to connect to Synder and click on Next step.
Note: If you are connecting QuickBooks Online or Xero, you will be prompted to select the sync mode. Proceed with the desired option.
Click on Connect to connect your accounting company.
5. Connect your Brex account
Almost there! To complete the setup, you just need to connect your Brex to Synder. You will be prompted to fill in your Brex API token to let Synder see and synchronize your transactions. Please, follow these quite simple steps below to acquire the details needed from your Brex account:
- Navigate to Developer > Settings in your Brex admin account.
- Click Create Token (you can pick any name that will help you identify it, e.g. “Synder” or “Vendor payment automation” and so on).
- Put the Referrals field to None and all other fields to Read.
- Hit Create token.
Note: If you do not have admin access in Brex, please hit the Invite account owner button and specify the account owner email. They will receive an invitation via email and will be able to grant the required permissions and connect Brex to Synder.
- Paste your Brex API Token to the corresponding field in Synder and hit the Connect button:
6. Set up the Brex integration
To complete the setup for the Brex integration, choose an account for payouts (usually, your Checking account) that will allow smooth reconciliation of your Brex transactions in one click. Hit Continue to finish the configuration.
You can integrate sales platforms one by one straight away or skip the connection for other additional payment processors and set them up later in the Settings: click on the Person icon in the upper-right corner, then select My account, and click on Add integration.
Note: You can find our detailed guides on how to connect your sales channels and payment providers to Synder in our Help center.
Tips and tricks on the Brex integration
Note 1. Synder mirrors real money flow in your accounting by recording expenses in the Clearing account (Brex (required for Synder) account in your books) that Synder creates automatically during the initial setup.
Note 2. Synder protects your data with two flagship features: duplicate detector and rollback. You can give yourself peace of mind knowing that all the power is in your hands and your accounting is secured.
Note 3. Get familiar with the software in our 3 Must-Watch beginner guides and Features of Synder taking your experience to the next level to find out how Synder can help you automate your bookkeeping.
That’s it, you’ve successfully connected your Brex account to Synder, enjoy the ride!
Reach out to the Synder team via online support chat, phone, or email with any questions you have – we’re always happy to help you!