Import tag options from CSV

1. Automatically import options from QuickBooks Online.
   • We strongly recommend using automatic sync of tag options from QuickBooks Online to PEX. This will keep your PEX tags and QuickBooks fields in sync. Manually adding tag options or importing them from a CSV file typically takes much more time.
2. Import options from CSV.
   • If you still want to import options from CSV, follow the below instructions.

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Import options from CSV

1

Begin by generating an Account list report: navigate to your QuickBooks Online account -> Transactions -> Chart of Accounts -> Run Report.

2

Download the Account List report as an Excel or CSV file.

3

Open the file in a spreadsheet editor to prepare your data for import into PEX.

4

Make the following changes to the file:

• If you are using Account numbers for your expense account e.g. 2000 Travel Expense. Please remove the preceding Account number. Only the name of the account is expected in the PEX Tag Manager.
  • Remove all non-Expense Accounts i.e. Type = Expense. PEX only supports syncing to Expense accounts.

5

Save the report.

6

Log in to http://dashboard.pexcard.com/

7

Go to Business Settings > Tag manager

8

Click Add Tag.

9

Create a PEX tag named Expense Category.

10

Optionally, add a description like “Expense Categories”.

11

Choose whether or not this tag is “Required”.

• If the “Required” checkbox is checked, cardholders must tag a transaction with it.

12

Select Dropdown as the Type.

13

Click Import CSV.

14

Click Download sample CSV file.

15

Open the downloaded CSV sample.

16

Copy all the values from the Full name column from the Account list report saved in step 2 in the Option value column in the .CSV file format downloaded in step 14.

• Note: The PEX connector uses the “Option value” while exporting transactions into QuickBooks. The values for “Option value” should exactly match the values used by your chart of accounts.
  • You can edit the values shown in the “Display as” column. The value shown in “Display as” is the value that the cardholder will see in PEX when tagging the transaction.

17

Save the CSV file.

18

Click Select file.

19

Select the CSV file you have just saved.

20

Click Open.

21

Click Import to upload the CSV file.

22

Click Create tag to create the new tag.

• The new tag will appear in the Tag Manager page.