3,430
edits
Changes
From Pumping Station One
→Categorizing Pex
PEX cards are given to area hosts to spend from allocated budgets.
PEX cards are given to area hosts to spend from allocated budgets.
=== Importing Pex Transaction ===
* Log in to https://admin.pexcard.com
* Go to Reports >> [https://admin.pexcard.com/#/admin/export/ Export to QuickBooks™]
* Verify that the month you want to import has not already been imported. Reimporting transaction data makes a quick mess in quickbooks.
* Export a single entire completed month only.
* Log into quickbooks at [https://qbo.intuit.com/app/homepage]
* Log into quickbooks at [https://qbo.intuit.com/app/homepage]
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Pex
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Pex
* Log in to https://admin.pexcard.com
* There will be an Update Box with a Dropdown Arrow next to it. Click the Arrow.
* Select File Upload
* Upload the QBO file you downloaded from the pex site.
== Resolving ==
== Resolving ==
