PEX + QuickBooks Online
Automate
your accounting
Close your books faster and gain real-time visibility into your financial data with our direct QuickBooks Online integration
Connect to QuickBooks Online with a direct integration
Manage team spending across travel, vendors and petty cash with our seamless integration to QuickBooks Online. Enjoy hassle-free reconciliation at no additional cost.
AI-powered workflows
Save hours on month-end with automated receipt matching and GL-coding
Vendor management
Sync your vendor list with PEX to create virtual cards for all vendors that accept virtual payments
2-way sync
Automatically map GL-codes and cardholder data so your reports stay accurate without manual field updates
Complete audit trail
Receipt images, notes and GL-codes carry over to your ledger, so you save hours every week and month
Set up is a breeze
Watch how the PEX QuickBooks Online integration transforms your month-end process from hours of manual work to automated perfection in just minutes
Additional features
Automapping in real time
QuickBooks Online tags will match to PEX GL-codes automatically, so you get accurate results without the manual work
Match fields on a 2-way sync
Experience the power of intelligent automation
Close your books faster and simplify financial reporting with accurate, real-time data
2-way sync
Automatically update your GL Codes in PEX based on your chart of accounts in QBO. View all PEX purchases, fees, reimbursements and payments in QBO
Automated receipt syncing
Sync your receipt images directly to your general ledger in QBO, so you keep complete records for audits and compliance
Integrated vendor management
Easily create PEX virtual cards based off your vendor list in QBO. View PEX purchases tied to that vendor in QBO.
Need custom field mapping?
Our integration team can work with you to create custom field mappings for your specific business requirements, and at no extra cost.
Discover more integrations
PEX connects with leading accounting and ERP systems to streamline your financial operations. Find the perfect integration for your business needs.
Quickbooks Desktop
Import PEX data into QuickBooks Desktop to streamline bookkeeping
- Accounting
- Construction
NetSuite
Sync purchases and receipts daily to Oracle NetSuite. Track expenses against customers, vendors, departments, locations & classes
- Accounting
- Construction
- Nonprofit
Sage Intacct
Sync PEX receipts and transactions into Sage Intacct to ease expense management reconciliation
- Accounting
- Construction
Blackbaud
Sync PEX transactions and allocations to populate Blackbaud Financial Edge journal entries automatically
- Accounting
- Nonprofit
Xero
Sync PEX receipts and transactions into Xero for faster expense management and reconciliation
- Accounting
Microsoft Dynamics
Export PEX transactions into Microsoft Dynamics Business Central for faster expense reconciliation
- Accounting