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Join nowHello, jeremymessage.
I'll help you out in connecting your Brex bank account in QuickBooks Self-Employed.
You can still add any bank account without an admin status. If you have an accountant added, both of you can connect the Brex bank account. The same can be said if you're under an accountant firm.
To add an account:
If you need a quick reference, you can check this article: Connect bank and credit card accounts to QuickBooks Self-Employed.
After bringing your transactions in, you can start categorizing them for your estimated taxes.
Need help managing your Self-Employed account? Do let me know in the reply section below. I'm here to help.
Unfortunately, no this does not work as you have instructed. Please see attached screenshots for the error message I receive each time. I contacted the financial institution (Brex Inc) and they told me I need to be a 'super admin' on Quickbooks Online. Since I have a self-employed account, I'm not sure what to do. Can you help? If you want to contact Brex to troubleshoot further they are available if you just google 'Brex Inc'
No this does not work as you have instructed. Please see attached screenshots for the error message I receive each time. I contacted Brex, Inc (the financial institution) and they told me I need to be a 'super admin' on Quickbooks Online. Since I have a self-employed account, I'm not sure what to do. Can you help? If you want to contact Brex, Inc you can find them on google.
Good morning, @jeremymessage.
Thanks for following up with us and sharing a screenshot of your error message.
I recommend contacting our Customer Service Team. They have the tools available to investigate what's causing this behavior and work with our engineers to resolve the error. I've included the steps to connect with our customer service team below.
Please let me know if you have additional questions or concerns. As always, feel free to reach out to the Community at any time. Take care and have a great day ahead!
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