If your Dext account is connected to a main accounting software such as Xero, QuickBooks Online, or QuickBooks Desktop, you can connect an additional integration such as Bill.com or ApprovalMax.
This allows you to tailor your workflow and send Cost items to the appropriate software directly from Dext.
Before you start
Only the following users can connect, disconnect, or manage accounting software integrations:
Admin users in Business accounts
Accountants or bookkeepers accessing a client account
Connect additional accounting software
To set up an additional connection:
Go to Business settings > Connections.
In the Accounting software section, select Connect.
Select Connect next to the software you want to add.
Follow the on-screen steps to complete the connection.
Once connected, all active integrations appear on the Connections page.
Set the default publishing integration
When you have more than one integration connected, you can choose which integration is used by default.
On the Connections page, you’ll see:
Default publishing integration – applies to all items except expense claims
Default expense claims integration – applies only to expense claims
By default, new items are assigned to the selected integration in these dropdowns.
You can change these defaults at any time.
Override the default integration
Even if a default integration is selected, you can override it.
You can:
Change the Integration field manually on the Item details page
Set a Supplier rule to apply a specific integration automatically
If no override is applied, the item will publish to the selected default integration.
Manually choose which integration to publish a Cost item to
When additional accounting software is connected:
An Integration column appears in the Costs inbox
Each Cost item includes an Integration field on the Item details page
You can select which connected software each item should publish to
Sales item limitations
Sales items can only be published to your main accounting software (for example, Xero or QuickBooks Online).
Sales items cannot be published to secondary integrations such as Bill.com or ApprovalMax.
Disconnect integrations
If you have both a main accounting software and an additional integration connected, you must disconnect them in the correct order.
You cannot disconnect your main accounting software while a secondary integration is still active.
To remove your main integration:
First, disconnect the secondary integration (for example, ApprovalMax or Bill.com).
Then disconnect the main accounting software.