This article is relevant to the legacy Dext experience. You can access the article for the enhanced Dext experience here.

Once integrated, you’ll see a Publish button that will allow you to send your items from Dext Prepare to your accounting software.

1. Navigate to the Connections section of the sidebar, then Integrations.
2. Find QuickBooks Online in the list of Available softwares, then click the Connect button.

3. Click the Connect to QuickBooks button - you'll be redirected to QuickBooks Online and prompted to log in to your account.

4. Follow the steps provided until you return to Dext Prepare.

5. Finally, you will see a confirmation that the connection has successfully been made. Click Finish.

After integrating, please allow a few minutes for all the category codes and lists to synchronise.

After integrating, your Chart of Accounts, Suppliers, Customers, Classes, Locations, and Payment Methods will be synced between the two softwares.

If you make any updates to your lists within your accounting software, these will be updated in Dext Prepare automatically every 48 hours.

If you'd like to see these lists update sooner in Dext Prepare, you can manually refresh your lists. Take a look at this article for more information on managing the connection.

If you submit a document in for a new supplier or customer, this will be added to your supplier or customer list in Dext.

From here, you can set a default publishing destination for cost items and a default item type for sales items.

This means any cost or sales items you upload will have a publishing destination or item type automatically added to them.

You can also set up default tax settings and select the default tax rates for both cost and sales documents.

Please note: Before you can publish your documents to QuickBooks, you’ll need to set default tax rates for cost and sales. You’ll receive a publishing error if you haven’t set these up.

The default tax settings will not overwrite any supplier rules you’ve set up and you can still edit the tax details manually from the item details page for each item.

And lastly, you can turn Auto-Publishing on at account level from within these settings. This means all documents submitted to Dext Prepare will be automatically published to QuickBooks.

You can set up supplier rules to ensure the correct information has been added to your document before publishing.

You can also set Auto-Publishing up at the supplier level. This means not all documents submitted will be automatically published and it will only be for the suppliers that you select. For more information on how to set this up, take a look at this article.

You’ll need to set up the payment method before you publish your items as paid.

If you’d like to update your tax settings, take a look at this article.

If you’re based in Canada and have secondary tax rates, take a look at this article on how this works in Dext Prepare.

If you use Class Tracking within your QuickBooks account and would also like to use this in Dext Prepare, take a look at this article for more information.

If you’d like to publish your documents to a bank account within QuickBooks, you’ll need to link your payment method to a bank account in Dext Prepare first. Take a look at how this can be done here.

You can publish a variety of different documents to your QuickBooks account including: Cost and Sales Credit Notes, Sales Invoices, Multiple Currencies and Billable Expenses.

You can also mark your documents as Paid and Not Paid when publishing.

If you mark your items as Not Paid, this will publish your item as a Bill will create an item waiting to be paid in QuickBooks.

If you mark your items as Paid, you can publish your items as Cash (via Cash account), Check (via Check) or Credit Card (via Credit card) and the items will go to expenses.

Take a look at this article for more information on how to publish your items to your QuickBooks account.

From time to time, you may run into an error when trying to publish your documents.

If you run into trouble, you’ll see a ‘To Review’ under the Status section in the Inbox. If you hover over the ‘To Review’ section, you’ll see the error message and how to resolve this.

Alternatively, you can click into the document and under the Item Details, you’ll see any error messages here.

To view more information on publishing errors, check out this article.