Brex + QuickBooks Online
Import Brex statements into QuickBooks Online — with cardholder attribution intact
Brex's QBO integration is good for a single-cardholder workflow, but corporate Brex Card statements with multiple cardholders, plus Brex Cash and Brex Rewards, all need a statement-based approach to land cleanly. BridgeBooks reads the Brex PDF or CSV, preserves cardholder attribution, and breaks out rewards / cash back into their own GL accounts.
Why this is painful
What Brex statements cost you today
Multi-cardholder Brex Card statements flatten in the feed
When a Brex Card has 10+ employees, the QBO feed records every transaction against one parent account. Reconstructing which employee spent what means cross-referencing the Brex dashboard line by line.
Brex Rewards and cash back are tricky to categorize
Reward redemptions, statement credits, and referral bonuses all appear differently in the feed than on the statement. Without per-transaction visibility, they tend to land in 'Other Income' as a lump.
Brex Cash QBO support is uneven
Brex Cash (their business checking product) is newer than Brex Card and the QBO feed for it has gone through several iterations. Statement-based import is a steady fallback that doesn't depend on the feed's current state.
Four steps
Brex statement → QuickBooks Online
- 1
Download the Brex statement
In the Brex dashboard → Accounts → Statements → download as PDF (or CSV for transaction-level detail). Each product (Card, Cash, Rewards) has its own statement.
- 2
Upload to BridgeBooks
Drop the PDF or CSV — or up to 12 statements in one batch — into BridgeBooks. Mixed product types (Card + Cash + Rewards together) all work in one upload.
- 3
Our AI extracts and dedupes
Every transaction is extracted with cardholder attribution preserved. 4-level duplicate detection flags anything already in QBO from Brex's own feed.
- 4
Review and push to QuickBooks
Adjust vendors or accounts, flag anything uncertain, and push approved transactions directly into the client's QBO file via OAuth.
Brex-specific details
Built around how Brex statements actually look
- Works with Brex Card (corporate credit), Brex Cash (business checking), and Brex Rewards statements.
- Multi-cardholder Brex Card statements: each cardholder's spend is split and attributed correctly — no manual reconstruction.
- Reward redemptions, cash back, and referral credits captured as separate transactions for clean GL coding (revenue contra-account, miscellaneous income, etc.).
- Brex's frequent statement layout redesigns supported automatically — we keep up so you don't have to.
- Travel transactions booked through Brex Travel, concierge fees, and FX charges all isolated as separate line items.
FAQ
Common Brex questions
Comparing BridgeBooks to alternatives?
Side-by-side comparisons with the other tools accounting firms consider.
BridgeBooks vs AutoEntry
AutoEntry is a Sage-owned receipt + statement capture tool that supports QuickBooks Online as a secondary integration. BridgeBooks is purpose-built for QBO firms — multi-client workspaces, per-client vendor rules, 4-level dedupe against the QBO file, and a workflow tuned for the monthly accounting close.
Read moreBridgeBooks vs Booke.ai
Booke.ai is a broad AI-first bookkeeping automation play covering categorization, reconciliation, and chat-based clarification. BridgeBooks is purpose-built for one workflow — statement import into QuickBooks Online — with multi-cardholder attribution, 4-level QBO dedupe, and per-client vendor rules. Best fit when statement-import volume is the bottleneck and you want a focused tool, not a platform.
Read moreBridgeBooks vs Dext
Dext is a leader in receipt and supplier-invoice capture. It also handles bank statements, but as a secondary use case. BridgeBooks is purpose-built for statement import into QuickBooks Online — with multi-cardholder attribution, 4-level QBO dedupe, per-client vendor rules, and a workflow tuned for the accounting-firm monthly close. Most firms run both: Dext for receipts and bills, BridgeBooks for statements.
Read moreBridgeBooks vs DocuClipper
DocuClipper is a solid PDF-to-CSV OCR tool. BridgeBooks is a full statement-import workflow purpose-built for accounting firms: one workspace across every client, vendor rules that auto-code transactions on import, and a direct 1-click push to QuickBooks Online with duplicate detection — instead of a CSV you still have to map and upload by hand.
Read moreBridgeBooks vs Hubdoc
Hubdoc is a Xero-first product owned by Xero. It pushes to QuickBooks Online too, but the workflow is shaped around document fetching, not statement-volume processing. BridgeBooks is the QBO equivalent — purpose-built for firms importing dozens of bank, credit card, and Venmo statements per month into client QBO files, with vendor rules, multi-client switching, and duplicate detection built in.
Read moreBridgeBooks vs QuickBooks bank feeds
BridgeBooks isn't a QuickBooks Online replacement — it's a companion. QBO's bank feed handles the happy path. BridgeBooks handles the rest: broken or never-connected accounts, multi-month historical catch-ups, PDF-only sources (Venmo, merchant deposits, some credit unions), and multi-cardholder credit card statements. Same QBO file, same workflow, no duplication.
Read more
Try BridgeBooks on your own client statements
First 30 days free, up to 500 reviewed transactions. No card required. Connect QuickBooks and upload your first statement in minutes.
- Connect QuickBooks Online
- Upload a real client statement
- Review and push extracted transactions to QBO