You can connect and manage your accounting software directly from the Dext mobile app. This article explains how to connect QuickBooks Online or Xero, manage your integration settings, and enable supplier warnings.
Important:
Connecting and managing accounting software in the Dext mobile app is only available to Admin users in Dext Business accounts.
If you’re an accountant or bookkeeper using a Dext Practice account, or a business managed by a practice, this option will not appear in the mobile app. You can still manage your integration using the Dext web app.
Supported accounting software: Xero and QuickBooks Online.
How to connect your accounting software
Log in to the mobile app.
Tap More in the bottom right corner.
Tap Integrations.
Select QuickBooks Online or Xero.
Follow the on-screen prompts to log in and authorise the connection in your mobile browser.
Once the connection is complete, a confirmation message appears.
How accounting software data sync works
After connecting your accounting software, Dext checks for updates every 48 hours and syncs changes such as:
New or updated categories
Updates to the chart of accounts
Manage your integration settings
You can manage your accounting software connection from the Integrations screen in the mobile app.
To access these settings:
Tap More.
Tap Integrations.
From here, you can refresh your integration data or reconnect your accounting software.
Note: Some integration settings cannot be changed in the mobile app. To update advanced or account-level integration settings, use the web app.
Refresh integration data
Use this option if you’ve recently made changes in your accounting software and want Dext to sync the latest information sooner.
Refreshing the integration updates information such as:
New or updated categories
Changes to the chart of accounts
This does not affect your existing connection.
Reconnect your accounting software
Your accounting software connection expires once per year. When this happens, you’ll need to reconnect to continue publishing items.
Reconnecting reauthorises the existing integration and restores publishing if the connection has expired.
Notify me when creating a new supplier
If your connected accounting software supports it, you can enable a notification when creating a new supplier.
When this setting is turned on:
When publishing an item, you’ll be notified if the supplier does not already exist in your accounting software
This helps prevent duplicate suppliers from being created
