You can export items from Dext as a CSV file from your costs or sales inbox and from the Archive. Use Advanced search or filters to narrow your selection before exporting. To compare every way to export, go to How can I export my documents from Dext?
Export items as a CSV file
To export items as a CSV file, open the export panel from your inbox or Archive, then follow these steps.
Go to Costs inbox, Sales inbox, or Archive.
To export specific items, select their checkboxes, then select Export. To export all items in the current view, leave them unchecked and select Export all. If your account is connected to accounting software, you'll find these options in the Actions menu.
Select the CSV tab.
Choose a CSV format from the dropdown.
If exporting from the inbox, choose whether to tick Archive items after export.
Select Export, then select Download when the file is ready.
Archive items after export is ticked for you if you've turned on Archive after exporting to CSV in Business settings, under Automation.
Tip: Admin users, including accountants and bookkeepers working in a client account, can set up a custom CSV format in Business settings > Exports. For instructions, go to How to create a custom CSV export in Dext
Why am I getting a "set total amount" export error?
This error appears when at least 1 item in your selection has no total amount entered — not even zero. To fix it:
Go to Costs inbox or Costs Archive.
Select the Total column header to sort by descending amount. Items with no total appear at the bottom.
Open the item and enter a total amount. Zero is accepted.
Select outside the field to save.
Re-run your CSV export.