Create PEX tags for QuickBooks Online

PEX Tag manager is your one stop shop to sync QuickBooks Online fields with PEX tags. Each PEX tag corresponds to a QuickBooks Online field. The connector can auto pull in your expense categories, classes, customers, etc. 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 category, class, customer, etc.

Follow these steps:

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

2. Go to Business Settings > Tag manager

3. Click Add Tag.

4. Select Dropdown as the type.

5. Enter a name: Expense Category.

6. Optionally, add a description like “Expense Categories”.

7. Check Enabled to make this tag visible on transactions.

8. Choose whether or not this tag is required.

   • If the “Required” checkbox is checked, cardholders must tag a transaction with it.
9. Click Save tag to finish.

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

   
10. Create one tag for each QuickBooks Online field mapped to a PEX tag (like Class, Customer, Billable, Tax, etc.) following the same steps above.

    Note:

    Only Yes/No tags should be created for Billable and Tax fields.

    

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.

   
3. On the PEX reimbursement details screen, so you and your Cardholders can tag reimbursements.

   Admin view

   

   Cardholder view