You can export your costs and sales items from Dext in a format that fits your accounting needs using the Custom CSV Export feature. It lets you choose exactly which columns appear in your export, so your data is ready to use in your tools, no extra cleanup required.
Important: You must be an Admin user to set up custom CSV exports. Accountants and bookkeepers accessing a client account act as admins.
Set up your custom CSV format
To set up your custom CSV format, set your decimal, date, and column preferences in Business settings.
Log in to your Dext account.
Go to Business settings > Exports > CSV Custom Exports.
Choose your Decimal separator and Date format.
Turn on Show item header in line items export to include a header row with each item's total amounts in line-item exports.
Under Custom CSV Export columns, select the columns to include for costs items (receipts, invoices, and expense claims).
Under Sales Custom CSV Export columns, select the columns to include for sales items.
You can add or remove columns at any time by checking the fields you want. Costs and sales columns are set separately, so you can tailor each to your accounting software.
Exports are account-specific, so you can set a different format per account. Once saved, your format stays applied — you don't need to set it up again each time, and any column changes apply to all future custom exports automatically.
Use your custom format when exporting
Once you've set up your custom format, select Dext Default (custom) or Dext Default (custom, line items) as the CSV format whenever you export costs or sales items. You can either set it as your default so it's pre-selected every time, or choose it manually at export time.
Set your custom format as the default
To make your custom format apply automatically, choose it as the default for the relevant document type.
Go to Business settings > Exports > CSV Exports.
For Receipts and invoices, Expense reports, or Sales documents, choose Dext Default (custom) or Dext Default (custom, line items) from the dropdown.
Dext Default (custom) applies your column selections with one row per item. Dext Default (custom, line items) applies the same column settings but breaks out each line item as its own row.
Choose your custom format at export time
You can also select your custom format directly when exporting, without changing your default. Go to How to export items as a CSV file and choose Dext Default (custom) or Dext Default (custom, line items) from the CSV format dropdown.