According to experienced business specialists, the key to gaining new customers is to cover more channels of communication with potential clients. Sales platforms such as Stripe, PayPal, Shopify, and eBay provide your customers with an easy and convenient way to complete purchases online so that business owners can enjoy the benefits of an incoming stream of customers. However, many business owners struggle to handle the accounting part that might seem tricky at first glimpse. Very often businesses with both offline and online sales face difficulties gathering all sales info in one place.
This is where Synder comes into play, being a smart accounting software Synder mirrors the actual money flow happening in your Brex and records live transactions and historical data in your accounting system providing you with precise transaction details for efficient analytics of your business.
Follow easy steps in this helpful guide, and enjoy seamless synchronization with Synder.
- Create an account
If you are getting started with Synder you will need to create a free trial account and connect your accounting to Synder first. Check out our detailed guides on how to integrate your Brex with Synder accounting or QuickBooks Online or Xero and this article to connect your QuickBooks Desktop company.
- Set up your Organization
The next step is to set up an organization for your business. Fill in the information about your company and hit the Next step button.
- Select the platforms you would like to integrate
Now you need to select the platforms you would like to connect to Synder. Mark all sales platforms you would like to integrate with Synder (click View all processors 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.
- 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.
- 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.
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.
- 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:
- 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 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 corresponsing field in Synder and hit the Connect button:
- 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 sales platforms one by one straight away or skip the connection for other additional payment processors and set them up later in the Settings: tap the Settings button on the left side menu → hit the Add payment platform 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 live sales 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!