Connect Brex Partner Referrals to Quickbooks like Magic
How to Use Magical to Transfer Data from Brex Partner Referrals to Quickbooks
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Transfer Data from Brex Partner Referrals to Quickbooks: A Step-by-Step Guide
With Magical, you can transfer data from Brex Partner Referrals to Quickbooks in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Brex Partner Referrals to Quickbooks, helping you streamline your financial processes and optimize your partner referral management.
More Brex Partner Referrals integrations with Magical
What Brex Partner Referrals data can you transfer
Magical enables you to transfer a wide array of data from Brex Partner Referrals to Quickbooks. Here are some examples of the information you can extract:
Referral Name
Referral Email
Referral Company
Referral Amount
And move more types of information by creating your own custom labels.
How to Transfer data from Brex Partner Referrals to Quickbooks using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Brex Partner Referrals to Quickbooks for more efficient financial management. Follow these steps:
Sign in to your Brex Partner Referrals account and open the referral containing the data you want to transfer, such as referral name, email, company, and amount.
In Brex Partner Referrals, label the information you want to transfer with Magical, like Referral Name, Email, Company, or Referral Amount.
Sign in to your Quickbooks account and open the record where you want to add the Brex Partner Referrals data.
Type "//" in an empty field and select the information you want to transfer from Brex Partner Referrals such as Referral Name, Company, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Brex Partner Referrals and Quickbooks
Efficient and accurate data transfer in financial management is crucial to maintaining a smooth workflow. Brex Partner Referrals is a powerful platform for managing partner referrals and Quickbooks is a robust accounting solution. Combining the capabilities of these two platforms can significantly enhance your financial management efforts. By leveraging Magical, you can easily move information from Brex Partner Referrals to Quickbooks, allowing you to focus on managing your finances and improving your business operations.
Other ways to connect Brex Partner Referrals and Quickbooks
Using an API
An additional approach to integrate Brex Partner Referrals and Quickbooks is by directly utilizing their APIs. By integrating both APIs, you empower your financial team with real-time referral insights, fostering improved communication and a superior financial management experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
