Workflow · Reconcile · Opening soon

Match Brex transactions to QuickBooks

Compare exported Brex card transactions with exported QuickBooks expenses. See each Brex row with a status that shows whether it matches or needs review.

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Someone typed

“match the brex card transactions to our quickbooks expenses by date and amount, and show every brex row with a Status that says "Agrees" when it matches, else a short reason to check”

The agent read it as

match Brex card transactions to our QuickBooks expenses by date and amount, and show every brex row with a Status that says "Agrees" when it matches, else a short reason to check

What the agent built

3 steps, each one an ordinary Mammoth step you can open and change.

File

Brex card transactions

CSV export · 18 rows

File

QuickBooks expenses

CSV export · 21 rows

Step

Keep Brex-card expenses

Step 1

Join

Match expenses

18 of 18 paired

Step

Set status

Step 3

Result

Brex expense matches

18 rows · 1 flagged

Schedule

Runs when you say

Proposed

File
Brex card transactions
CSV export · 18 rows
File
QuickBooks expenses
CSV export · 21 rows
Step
Keep Brex-card expenses
Step 1
Join
Match expenses
18 of 18 paired
Step
Set status
Step 3
Result
Brex expense matches
18 rows · 1 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 18 rows came out, and the join paired 18 of 18 rows.

Download Brex card transactions sample (18 rows)Brex: Cards > Transactions > Export CSV
Download QuickBooks expenses sample (21 rows)QuickBooks Online: Expenses > Export to CSV

What you get back

The result of that run, the rows to look at first.

Brex expense matchesSample data18 rows

17 agrees1 multiple expenses

Date	Cardholder	Merchant	Description	Category	Amount	Transaction ID	Status
2026-10-18	Jonah Patel	Nimbus Cloud	Cloud storage	Software	149.99	brx_txn_1014	Multiple expenses
2026-09-04	Maya Chen	Cloudline	Cloudline annual subscription	Software	129	brx_txn_1001	Agrees
2026-09-08	Jonah Patel	Northstar Office Supply	Paper and toner	Office Supplies	84.32	brx_txn_1002	Agrees
2026-09-12	Maya Chen	Railbook	Client train travel	Travel	218.40	brx_txn_1003	Agrees
2026-09-16	Elena Torres	Brightseed Coffee	Team coffee and pastries	Meals	36.85	brx_txn_1004	Agrees
2026-09-19	Jonah Patel	PixelForge	Design mockup tool	Software	59	brx_txn_1005	Agrees
2026-09-23	Ari Brooks	CityCab	Airport ride	Travel	47.20	brx_txn_1006	Agrees
2026-09-25	Maya Chen	Greenhouse Print	Event handouts	Marketing	145	brx_txn_1007	Agrees
2026-09-29	Elena Torres	Lumen Labs	Prototype batteries	Supplies	112.75	brx_txn_1008	Agrees
2026-10-02	Ari Brooks	Summit Motel	Conference lodging	Travel	329.10	brx_txn_1009	Agrees
2026-10-06	Jonah Patel	Deskwise	Standing desk mat	Office Supplies	88.40	brx_txn_1010	Agrees
2026-10-09	Maya Chen	Sprout Social	Social scheduling	Software	199	brx_txn_1011	Agrees

18 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you reconcile Brex card transactions against QuickBooks expenses by amount and date and see what is missing?

Export Brex card transactions and QuickBooks expenses, then load both files into the workflow. It keeps the Brex card expenses, matches rows by date and amount, and sets a status for each Brex row. Rows that match show Agrees, and rows that do not match show a short reason to check.

How it works

How to use the Brex expense matches workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Brex expense matches: questions

Which export should you use from Brex and QuickBooks?

Use a Brex export that lists card transactions and a QuickBooks export that lists expenses. The workflow needs the transaction date and amount from both files.

What happens to rows that do not match?

They stay in the result with a status that explains why they did not match, such as no match or multiple matches. You can use that status to find what needs a check.

How do you change the matching rules?

Edit the steps in words, for example keep different rows, match on different fields, or change the status rule. Then run the workflow again on the exported files.