To log in to the Dext mobile app, open the app, tap Log in on the welcome screen and enter your email address and password. To switch accounts under the same login, tap the round initial in the top left corner. To switch between logins, go to More > Switch logins.
Log in to the Dext mobile app
To log in to the Dext mobile app, tap Log in on the welcome screen. Then enter your email address and password, or choose Apple, Google, Intuit or Xero under Or continue with. You can also use the link in an invitation email or text message.
After you log in, the app opens on the Costs tab. If you belong to more than one account, you choose an account first. If you're an accountant or bookkeeper, you choose a client first.
To accept an invitation and set up the app for the first time, go to Getting started with the Dext mobile app
For how to use Intuit to log in, go to Using Intuit single sign-on with Dext
Switch between accounts under the same login
If you belong to more than one account under the same login, switch accounts from the round initial in the top left corner of the screen. The initial stands for the account you're in. The account name shows under the tab title.
You only see the initial if you're an accountant or bookkeeper with access to several clients, or a business user who belongs to several Dext accounts. If you belong to one account, you won't see an initial.
Switch between clients
To switch between clients as an accountant or bookkeeper, use the Select client screen.
Tap the round initial in the top left corner.
On the Select client screen, search for a client or choose one from the list.
The list has 2 groups. My business is your practice's own business account, and Clients lists your clients.
If you use Practice Advanced, you can star clients and filter the list. Tap the star next to a client to star it, and starred clients show first. To filter the list, tap the people icon at the top right, then choose All clients, My clients or Starred clients.
If your email address belongs to more than one practice, the Select organisation screen opens when you log in, before Select client. Choose a practice from the Practices list, then choose a client.
Switch between businesses
To switch between businesses, use the Select organisation screen. This is for business users who belong to several Dext accounts under the same login.
Tap the round initial in the top left corner.
On the Select organisation screen, choose the business you want to open from the Businesses list.
The name of the business you choose shows at the top of the screen.
Add and switch between logins
If you manage Dext accounts that use different login details, you can save more than one login in the Dext mobile app. To add a login:
Go to More.
Tap Switch logins.
Tap Add login.
Enter the login details for the other account.
The Switch logins screen shows your current login at the top, then your saved logins. A tick marks the current login.
To switch to another saved login, go to More > Switch logins and tap the login you want to use.
Note: Saving logins in the app only controls which logins you can switch between on your phone. Merging logins is done in the Dext web app: go to How to merge login details in Dext
Remove a saved login or log out
To remove a saved login from the Dext mobile app:
Go to More.
Tap Switch logins.
Swipe left on the login you want to remove.
Tap Remove.
Confirm the action.
You can also use these options on the Switch logins screen:
Log out: tap it under your current login to log out. The app asks you to confirm.
Log out all: tap it to remove all saved logins from the device.
Frequently asked questions
These are common questions about logging in and switching accounts in the Dext mobile app.
Why don't I see the round initial in the Dext mobile app?
The round initial only shows if you belong to more than one account under your login, or if you're an accountant or bookkeeper with access to several clients. If you belong to one account, you don't see it.
How do I log in to a different account that uses a different email address?
To log in to an account that uses a different email address, add it as a saved login. Go to More > Switch logins > Add login, then enter the other account's login details.