QuickBooks Online + Brex Integrations

See the kind of workflows teams build with QuickBooks Online and Brex below — describe the exact one you want above and the Agent builds it on demand.

QuickBooks Online + Brex When pending card transactions occur in Brex, sync them as expense entries in QuickBooks Online.

Mirror new invoices across systems When a new invoice is created in QuickBooks Online, automatically create the identical invoice in Brex so financial records stay synchronized. See details

Replicate payments received When a payment is received in Brex, record the payment in QuickBooks Online to maintain consistent cash flow balances. See details

Keep customer profiles aligned When customer details are updated in QuickBooks Online, automatically sync the customer record in Brex to eliminate mismatched billing contacts. See details

Browse the full workflow library →

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Triggers & actions for QuickBooks Online and Brex

Everything QuickBooks Online and Brex can do inside a workflow — the triggers that start one and the actions that run when it fires.

QuickBooks Online Explore QuickBooks Online →

QuickBooks Online is a cloud accounting platform that helps small businesses track income, manage expenses, send invoices, and run financial reports.

Triggers

New Account

Triggers when you add a new account.

New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when a new bill is added.

New Customer

Triggers when you add a new customer.

Estimate Emailed

Triggers when an estimate is emailed.

New Estimate

Triggers when you add a new estimate.

Actions

Attach File(s) or Note

Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record

Create Bill (Item Based)

Create a new bill, optionally tied to a customer.

Create Bill (Account Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Bill (Item Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Deposit

Creates a new deposit in QuickBooks.

Create Employee

Creates a new employee.

Brex Explore Brex →

Brex is financial management and corporate card software designed to automate corporate expenses and spend tracking.

Triggers

Pending Card Transactions

Triggers when a card has pending transactions

Transfer Failed

Triggers when a transfer has failed

Transfer Processed

Triggers when an incoming or outgoing transfer has been processed

Actions

Creates a Budget - “Brex Empower” Customers Only

Creates a new Budget

Create Card

Creates a card

Create User

Creates a User

Create Vendor

Creates a Vendor

Create Department

Creates a Department

Disable User

Disables a User.

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