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== PEX Reconciliation ==
* Log into Quickbooks and navigate to Transaction->Banking and select the PEX account
** Note the date of the last transaction
* Log into PEX and export to Quickbooks: https://admin.pexcard.com/#/admin/export/quickbooks
** Select a start date that is one day after the the last transaction in Quickbooks
** Select an end date that is yesterday (never choose the current date)
** If this range is > 3 months, then do this process multiple times with smaller date ranges
* In Quickbooks
** In the upper right corner, select Update->File Upload
** browse to the *.qbo file downloaded from PEX
** Select PEX in the dropdown for account
Quickbook Process Documentation
== PEX Reconciliation ==
* Log into Quickbooks and navigate to Transaction->Banking and select the PEX account
** Note the date of the last transaction
* Log into PEX and export to Quickbooks: https://admin.pexcard.com/#/admin/export/quickbooks
** Select a start date that is one day after the the last transaction in Quickbooks
** Select an end date that is yesterday (never choose the current date)
** If this range is > 3 months, then do this process multiple times with smaller date ranges
* In Quickbooks
** In the upper right corner, select Update->File Upload
** browse to the *.qbo file downloaded from PEX
** Select PEX in the dropdown for account