Connecting Dext to your accounting software lets you automatically send your Dext items (receipts, invoices, etc.) directly into your accounting platform.
This ensures each item includes the correct details, saving you time and reducing manual data entry.
Important: To be able to connect with an accounting software you must be assigned an Administrator role.
What connecting does
When you connect Dext to your accounting software, Dext imports key details such as:
Categories
Suppliers and customers
Tax rates
Products and services
Bank accounts
These details allow Dext to publish your items accurately into the correct area of your accounting software, with the right tax and category information applied automatically.
Important: Some of the lists we pull differ based on the connected accounting software.
Setting up the connection
To connect your Dext account to your accounting software:
Go to Business Settings > Connections.
Under Accounting Software, click Connect.
3. Find your accounting software in the list and click Connect again.
5. Review the steps shown in the pop-up modal (these vary by software). Then
click Connect software and sign in to your accounting software when prompted.
6. Complete the on-screen instructions until you return to Dext.
7. You’ll see a confirmation message once the connection is successful - click
Finish.
8. You’ll then return to the Connections page, where you can view or manage your
integration and general settings.
Configure your connection settings
Before publishing any items, make sure your connection settings are configured correctly. Proper setup helps ensure items are sent to the right accounts and prevents publishing errors.
General settings
Set the default publishing destinations for:
Cost items and sales items
Expense claims (only for Xero integrated accounts)
Payment status (paid or unpaid)
Important: The available settings vary depending on your connected accounting software. Some integrations include additional or fewer configuration options.
Bank Match
Enable Bank Match to automatically send paid items to the matched bank account for easier reconciliation.
Note: Bank Match is only available for integrations with Xero and Sage Accounting.
Default tax settings
Choose how Dext applies tax codes to published items. The default tax code won’t overwrite supplier-specific rules or manual edits made to an item.
Auto publishing
Set up auto-publish rules at the supplier level once your category rules are in place.
See the full auto-publishing guide for step-by-step setup instructions.
Supported accounting software
You can connect Dext with a wide range of accounting platforms, including: