Connect QuickBooks and Brex
Integrate QuickBooks with Brex to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular QuickBooks + Brex flows
Start from a real workflow other teams are already running.
Choose a trigger
QuickBooks
When this happens...
New Invoice
New Customer
New Bill
Choose an action
Brex
Automatically do this!
Find Users
Invite User
Update User
Create Card
Unlock Card
Lock Card
Terminate Card
Create Vendor
Update Expense Memo
Retrieve Card PAN
Get Cards
Get User
Get Departments
Get Locations
Get Titles
Get Cost Centers
Get Legal Entities
Get Company
Get Cash Accounts
Get Card Accounts
Get Statements
Get Card Transactions
Get Cash Account Transactions
Get Expenses
Get Vendors
Create Card in Brex when New Invoice in QuickBooks
Use this flowUnlock Card in Brex when New Invoice in QuickBooks
Use this flowGet User from Brex when New Invoice in QuickBooks
Use this flowGet Locations from Brex when New Invoice in QuickBooks
Use this flowGet Titles from Brex when New Invoice in QuickBooks
Use this flowGet Cost Centers from Brex when New Invoice in QuickBooks
Use this flowGet Legal Entities from Brex when New Invoice in QuickBooks
Use this flowGet Card Accounts from Brex when New Invoice in QuickBooks
Use this flowGet Card Transactions from Brex when New Invoice in QuickBooks
Use this flowGet Cash Account Transactions from Brex when New Invoice in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and Brex.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
Updated Expense
Runs when a card expense is created or changed, with optional status filters.
Do thisActions
Action is the task that follows automatically within your QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Customer
Create a customer record with contact, billing, shipping, tax, payment, and notes information.
Create Account
Creates a new account.
Get BalanceSheet Report
Get a balanceSheet report.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn moreSimilar apps
About Brex
Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place. Brex makes it refreshingly easy to see how your money’s being used and control how it’s spent.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Brex accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between QuickBooks and Brex as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Brex. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Brex, and a separate workflow where Brex triggers actions in QuickBooks. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between QuickBooks and Brex. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Brex integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
