You can connect and manage your accounting software directly from the 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 mobile app is only available to Business customers with Admin access.
If you are a Partner or a client of a Partner, these options will not appear in the mobile app. You can still manage your accounting integration using the 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.
4. Select QuickBooks Online or Xero.
5. 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.
Warn me when creating a new supplier
If your connected accounting software supports it, you can enable a warning when creating a new supplier.
When this setting is turned on:
You’ll be warned if the supplier does not already exist in your accounting software
This helps prevent duplicate suppliers from being created
What happens when the supplier warning appears
When reviewing or editing an item, if the supplier does not exist in your accounting software:
An exclamation mark (!) icon appears next to the supplier name on the item
Tapping the icon opens a message explaining the warning.
You can then:
Proceed and create a new supplier, or
Select an existing supplier from the suggested list
