Follow the easy steps in this helpful guide to enjoy seamless synchronization of your expenses from Brex to your accounting company using Synder

Overview:

  1. Start the Brex integration from scratch
  2. Tips and tricks on the Brex integration

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 Brex with Synder accounting, QuickBooks Online or Xero and this article to connect your QuickBooks Desktop company.

Select the product(s) you are going to use:

  • Synder Sync;
  • Business Insights;
  • Or both of them for perfect control of your business.

Synder Sync: choose this product to push all of your transaction data from all sales channels into QuickBooks Online, QuickBooks Desktop, Xero, or Synder Books – our native accounting solution.

Business Insights: this Synder product lets you see how your business is doing. It aggregates data across all of your connected sales channels and payment gateways and provides you with timely insights into your products’ performance and your customer behaviors, as well as financial health indicators such as total sales, average order value, etc. The data is updated every hour!

  1. Provide your business details

Going through the set-up process of an Organization for your QuickBooks/Xero company or Synder Books – just fill in the information about your business and hit the Next step button.

  1. Select the platforms you would like to integrate 

Now you need to select the platforms you would like to connect to Synder. Mark all platforms you would like to integrate with Synder (click View all processors to see the list of all available platforms).

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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.  

  1. Select your accounting platform

Select the accounting system you would like to synchronize Brex transactions to and hit Next step. You can integrate your Brex with Synder accounting,  QuickBooks Online or Xero, or your QuickBooks Desktop company.

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  1. Connect your accounting platform

Set up Synder accounting by selecting your home currency, the first month of the fiscal year, and connecting your bank account following the steps in this article.

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Alternatively, follow the steps on the screen to grant permission to Synder to record data in your QuickBooks or Xero company. If you are a QuickBooks Desktop user, check out this video tutorial to learn How to connect and sync data into QuickBooks Desktop.

  1. 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 so as to let Synder see and synchronize your transactions. Please, follow these quite simple steps below to acquire the details needed from your Brex account:

  1. Navigate to Developer > Settings in your Brex admin account.
  2. Click Create Token (you can pick any name that will help you identify it, e.g. “Synder” or “Vendor payment automation” and so on).
  3. Put the Referrals field to None and all other fields to Read.
  4. Hit Create token.
Brex create API token

Note: If you do not have admin access in Brex, please, hit the Invite 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.

  1. Paste your Brex API Token to the corresponsing field in Synder and hit the Connect button:
  1. 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.

Congratulations, your Brex is connected now! You can integrate other platforms one by one straight away or skip the connection for other additional processors and set them up later in the Settings: tap the Settings button on the left side menu → hit the Add integration button.

Note: You can find our detailed guides on how to connect your sales channels and payment providers to your accounting via 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 Bank 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. If you feel like some adjustments are necessary (e.g. you would like to change tax or item configs), you can manage that in Synder settings. Open them on the left menu → hit the Configure button under your Brex platform. If you need to fill in gaps with missing data after the sync into your QuickBooks Online, like applying classes or locations to transactions, the Smart Rules feature will be of great service. Now, you can customize Synder according to your needs.

That’s it, you’ve successfully connected your Brex account to Synder, enjoy the ride!

Get in touch with the Synder team via online support chat, phone, or email with any questions you might have so far – we are always happy to help you!


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