This step is needed to export transactions to QuickBooks Online the first time. If you have more than one PEX business account, you may want to complete this process for those as well.
To set up the PEX "bank account" in QuickBooks Online:
- Click "Add account" on the Banking tab
- Enter a descriptive name for the new account. We suggest "PEX", "PEX Corporate Card", "PEX Transactions" or similar
- Choose "Checking" for the account type
Note: Many customers choose to use PEX as the bank name. If you have or may have multiple PEX accounts, consider using PEX along with the name of the business (e.g. PEX John's Theater Co, PEX Kelly's Events Inc). You should set up a PEX account in QuickBooks for each account before the first export of transactions can be completed.
To import PEX transactions into QuickBooks Online via a file download, see How to Export Transactions via a File Download to Quickbooks Desktop or QuickBooks Online.
If you have problems, see Troubleshooting PEX and QuickBooks