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Set up the PEX “bank account” in QuickBooks Online

1
Log in to your QuickBooks Online account.
2
Go to Transactions → Chart of accounts.
3
Click New.
4
Enter a descriptive name for the new account. We suggest “PEX”, “PEX Corporate Card”, “PEX Transactions”, or similar.If your PEX account is prepaid:
  • Select Bank for the account type.
  • Select Checking for the detail type.
If your PEX account is credit:
  • Select Credit Card for the account type.
  • Select Credit Card for the detail 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.
Last modified on April 22, 2026