Connect Dext to your accounting software to publish receipts, invoices, and expense claims directly, with categories, tax rates, and supplier details applied automatically.
Note: Only Admin users can connect Dext to accounting software, including accountants and bookkeepers accessing a client account.
Before you start
When you connect accounting software for bookkeeping, Dext imports the following from your accounting software:
Categories
Suppliers and customers
Tax rates
Products and services
Projects/Projects 2
Bank accounts
Important: If you use Data Health & Insights or Commerce, your bookkeeping connection and those features must use the same accounting software. If your connected software isn't compatible, you won't be able to assign Data Health & Insights or Commerce licences to the account.
Set up the connection
To connect Dext to your accounting software:
Go to Business settings > Connections.
Under Accounting software, select Connect.
Select your accounting software from the list, then select Connect.
Review the connection steps in the window that appears, then select Connect software. You'll be redirected to your accounting software to sign in.
Select the organisation you want to connect to Dext and select Next.
Complete any remaining steps in your accounting software, then return to Dext.
Select Finish on the confirmation screen.
You'll land on the connection settings page, where you can configure your publishing settings before you start.
Configure your connection settings
After connecting, you'll land on the settings page for your accounting software. You can return here at any time from Business settings > Connections > Manage > Settings.
General
Set the default publishing destinations for cost items, sales items, and expense claims. The available options vary by accounting software.
Bank match
Enable Bank match to automatically send paid items to the matched bank account for easier reconciliation. Bank match is available for Xero and Sage Accounting only.
See How to use Bank Match in Dext for more details.
Tax
Choose how Dext applies tax codes to published items. The default tax setting won't overwrite supplier-specific rules or manual edits made to individual items.
Automatic publishing
Set up auto-publish rules at the supplier level once your category rules are in place. See How to use auto-publish in Dext for step-by-step instructions.
Manage an existing connection
To manage your connection after setup, go to Business settings > Connections and select Manage next to your accounting software.
From the Manage dropdown you can:
Settings - view and update your publishing configuration
Reconnect - restore the connection if it's been interrupted
Refresh integration data - manually sync the latest lists from your accounting software
Change connection - switch to a different organisation in the same accounting software
Disconnect - remove the connection
Merge Lists - available after connecting; merges existing Dext rules with lists imported from your accounting software