Skip to main content
PEX Tag manager is your one stop shop to import QuickBooks Desktop fields to PEX tags. Each PEX tag corresponds to a QuickBooks Desktop field. Import your expense accounts, items, classes, customer jobs from QuickBooks, so you don’t have to add them manually in PEX. Once they’re in PEX, you can easily code/tag transactions before they sync to QuickBooks. They will then sync to QuickBooks with the correct expense account, item, class, customer job. Follow these steps:
1
Open your QuickBooks Desktop account.
2
Go to Lists > Chart of Accounts.
3
Click Reports > Account Listing.
4
Click Excel > Create New Worksheet > Export.
5
Log in to http://dashboard.pexcard.com/
6
Go to Business Settings > Tag manager
7
Click Add Tag.
8
Select Dropdown as the type.
9
Enter a name: Expense Account.
10
Optionally, add a description like “Expense Accounts”.
11
Check Enabled to make this tag visible on transactions.
12
Choose whether or not this tag is required.
  • If the “Required” checkbox is checked, cardholders must tag a transaction with it.
13
Click Save tag.
14
Click Import CSV.
15
Click Download sample CSV file, then open it.
16
Copy the following information from the worksheet you exported from QuickBooks into the sample CSV file from PEX:
  • NAME column: copy account names to this column. You can rename the accounts to display them as you want to your cardholders.
    • Include only active accounts.
    • We recommend including only the accounts that you and your cardholders will use when tagging purchases.
  • VALUE column: copy account names from the Account column in QuickBooks to the VALUE column.
  • The VALUE column must not include numbers unless they are part of the name; otherwise, transactions will fail to sync. For example, in QuickBooks, the Equipment account name is displayed as 201 · Equipment. You must exclude 201 · and enter only Equipment (see above).
  • If the account is a child account, add the parent account name at the beginning, recursively. For example, if the Video account is a child of Technology, the VALUE should be Technology:Video (see above). Do not add spaces.
  • For example, if the Hotel account is a child of Travel, which is a child of Expenses, the VALUE should be Expenses:Travel:Hotel. Do not add spaces.
  • ENABLED column:
    • Enter TRUE for accounts you want visible on transactions when you or your cardholders tag purchases.
    • Enter FALSE for accounts you do not want visible when tagging purchases.
  • AVAILABLE_TO column:
    • Leave a cell empty to make the account available to all cardholders, or add a relevant group name to limit visibility to cardholders in that group.
    • Ensure the group name in the CSV file matches exactly the name in your PEX account. If it does not match exactly, the account will not be available to that group.
    • Adding multiple groups is not supported at this time.
17
Save your updates.
18
Return to the PEX screen with the import CSV window open.
19
Click Select file, choose the updated file, then click Open.
20
Click Import.You should see a success message:
21
The new tag appears on the Tag Manager page.
22
Create one tag for each QuickBooks Desktop field mapped to a PEX tag (such as Item, Class, Customer:Job) by repeating the steps above.
  • To export an Items list: Lists > Item List > Excel > Create New Worksheet > Export.
  • To export a Classes list: Lists > Class List > Excel > Create New Worksheet > Export.

​
Where tags appear in PEX

Once the tags are set up, you will also see them:
1
In the PEX Tag dropdown lists in connector setup steps.
2
On the PEX transaction details screen, so you and your cardholders can tag transactions.
Last modified on April 22, 2026