Dextension is a browser extension that adds features across Dext and QuickBooks Online. This article covers what it lets you do and how to install and configure it.

Dextension adds two upload options that work on any page in your browser, regardless of which site you're on.

To upload a file using drag and drop, drag it into the Dextension upload dialog. The current upload destination is shown at the bottom of the dialog.

To set the upload location before dragging a file in, select Change at the bottom of the dialog. In the form that appears, set the Organisation, Account, Document Owner, and Bank Account, then select Save.

If you're already dragging a file and want to change the destination first, drag it onto the Change button. This opens the location form so you can update the details before the file is uploaded.

To upload a file using the context menu, right-select it in your browser and hover over Upload to Dext. Select the destination - Costs, Sales, Supplier Statements, or Bank - from the submenu that appears.

Dextension adds two features to item pages in Dext.

To see how previous transactions from a supplier have been coded in QuickBooks Online, select View previous codings under the category field on the item details page. Select your chosen category from the list that appears.

To jump directly to a recently published item in QuickBooks Online, open the archived item in Dext and select the link at the top of the item details page. Dextension takes you straight to the corresponding record in QuickBooks Online.

Dextension adds two features to the bill and invoice pages in QuickBooks Online.

To view a bill or invoice and its attachment side by side, open the record in QuickBooks Online. Dextension displays the attached document alongside the invoice details, so you can check the amount, VAT code, and category without switching between screens.

To view the same document in Dext from a bill or invoice page in QuickBooks Online, select the Dext link that Dextension adds to the page. This takes you directly to the item in Dext.

Dextension adds two features to the QuickBooks Online client dashboard.

Dextension displays warning triangles in the QuickBooks Online client dashboard when there's data in Dext that hasn't been published to QuickBooks Online yet. Select a warning triangle to go directly to the relevant page in Dext.

Warning triangles appear for:

Dextension surfaces the Data Health & Insights Health Score and Client tags in the QuickBooks Online client dashboard. The Health Score signals the quality of data in your ledger. Client tags identify the groups or cohorts you've assigned to this client in Data Health & Insights.

Select Health Score to go directly to Data Health & Insights.

Dextension adds two features to the QuickBooks Online bank transactions page to help you work through transactions faster.

To preview an item's attachment without opening it, hover over the attachment icon on the bank transactions page. Dextension displays the item image directly in the view, saving you clicks when reviewing transactions.

For each bank transaction, Dextension checks for a statement or remittance in Dext that matches the date, amount, and supplier name. If it finds a match, it displays a paperclip icon so you can view it directly from the transactions page.

To request outstanding paperwork from a client, select Paperwork requests at the top of the bank transactions page in QuickBooks Online. From there you can:

The recipient gets a precise list of what's needed and a link to the Dext web or mobile app to take action.

Dextension is available on Google Chrome and Microsoft Edge.

On Chrome:

On Microsoft Edge:

You can also install Dextension from the Chrome Web Store in Microsoft Edge. You may need to allow extensions from other stores in your Edge settings first.

You can enable or disable individual Dextension features at any time from your browser toolbar.