Dext

Alexander

Teodora

Ian McKay

Account and user settings — for businesses and practices

Manage your account

Learn how roles and permissions work in Dext for practices and businesses, including access levels, account ownership, and how permissions differ between accounts.

Roles and permissions in Dext

Add your Practice or Business logo in Dext to display it in the Dext mobile app and on Expense claims PDF exports.

How to add your company logo in Dext

Add multiple users or colleagues to Dext at once by entering details manually or uploading a CSV file from the Users page.

How to add multiple users to Dext

General

Learn how to connect Dext with Karbon to sync client data, reduce manual entry, and improve visibility across your accounting workflows.

Connect Dext with Karbon

Your Dext practice includes a free business account for managing your practice's own bookkeeping. Here's what it is and how to find it.

Does my Dext practice include a business account?

Use one login to access multiple Dext accounts. Learn how multi-account management works for practices and client users.

Multi-account management for accountants and bookkeepers

How to bulk upload Practice codes

Manage teammate access in Dext with clear steps for assigning, updating, or removing client permissions. Learn how Practice Admins and Client Admins control bookkeeping, approvals, and insights access.

Managing a colleague's access to clients

Learn how to deactivate or permanently remove colleagues from your practice account, including permission requirements and what happens to their access and data.

How to remove a colleague from your practice account

Learn how to add colleagues to your practice account, invite multiple users at once, and manage colleague access, permissions, and invitations.

How to add colleagues to your practice account

See which client transactions are missing a document image and export a report to send to your client. Available on Practice Advanced.

Using the Missing paperwork report in Dext

Practice settings is where you manage your practice's profile, client defaults, subscription, and security in Dext.

What is Practice settings in Dext?

This guide covers creating and deleting teams, assigning locations, filtering Insights reports, and giving teams access to specific clients for Partners on the Practice Advanced plan.

Using Teams and Locations

Setting Default Client Account Settings in Practice Settings

Answers to common questions for accountants and bookkeepers in Dext, covering client management, billing, publishing, and Data Health & Insights.

Common questions for accountants and bookkeepers

For practices

Use the Dext client list to review client activity, manage client settings, customise columns, and navigate large client lists.

The Dext Clients list

Disconnect, deactivate, or delete a client in Dext. Includes the 4-month reactivation rule, reconnection steps, and self-paying clients.

How to remove, deactivate, or delete a client in Dext

The self-employed setting in Dext is for US and Canadian tax professionals managing sole proprietor clients without accounting software.

Managing US and Canadian self-employed clients in Dext

Learn how to add users to a Dext client account, send invitations, manage access, and resolve common setup issues.

How to add a user to a client account

Add business and self-employed clients to your Dext Practice, individually or in bulk. Includes Client Sync and CSV bulk upload.

How to add a client account in Dext

Learn how to take over billing for a Dext client account and move them under your practice subscription.

How to take over a client's Dext subscription

If the same client has separate Bookkeeping and Data Health & Insights accounts, use Merge clients to combine them into one.

Merging split Bookkeeping and Data Health & Insights client accounts

Use the Overview page for your clients in Dext to monitor activity, track item statuses, review workflows, and access insights where available.

How to use the Overview page in a client account

Use Client Sync to add and integrate multiple clients in bulk, reconnect expired integrations, and reassign clients - all from your client list.

Using Client Sync in Dext

Learn how to deactivate or remove users from a client account, including account owner restrictions, login access limits, and what happens to submitted documents.

How to remove a user from a client account

Clients

An overview of Business settings in Dext - what each section covers and where to go to manage connections, automation, exports, and more.

What is Business settings in Dext?

Invite your accountant or bookkeeper to access your Dext business account. Learn how Business Admins and User Admins can grant, manage, or switch accountant access.

How to invite your accountant to access your Dext account

Remove or change the accountant or bookkeeper who has access to your Dext account, or reactivate your account if it's been deactivated.

How to remove or change your accountant's access to your Dext account

Manage multiple Dext businesses (entities) with a single login. Add a new business, merge existing logins, and switch between accounts.

Multi-account management for businesses

Learn how to add users to your Dext business account, assign roles, manage login access, send invitations, edit privileges, and troubleshoot common user access issues.

How to add users to your business account

Learn how to deactivate or remove users from your business account, including account owner restrictions, login access limits, and what happens to submitted documents.

How to remove a user from your business account

See how much of your monthly document extraction allowance you've used and what to do if you reach the limit.

How to check your document extraction usage in Dext

Answers to common questions about Dext business accounts, including billing, login, team management, and publishing.

Common questions about your Dext business account

For businesses

Learn how to set up and manage projects in Dext, assign them to Costs and Sales items, and set defaults to speed up coding.

Using projects in Dext

Learn what a payment method is in Dext, how Dext extracts them automatically, and how to create them manually for cash, cheques, or specific cards.

What is a Payment method in Dext?

Learn how to link a payment method to a bank account in Dext, so paid expenses (Costs items) are published to the correct account in your connected accounting software.

How to link a Payment method to a bank account

Manage categories in Dext for Costs and Sales - add, edit, hide, or delete them based on whether you're connected to accounting software.

How to manage categories in Dext

Add, edit, and manage tax rates manually in Dext when your account isn't connected to accounting software.

How to set up and manage tax rates in Dext without accounting software

Customize list item visibility in Dext with visibility groups to reduce errors, simplify submissions, and ensure users only see categories, payment methods, and tax rates relevant to their role.

Using List visibility groups in Dext

Learn how to upload your Supplier List into Dext by importing a CSV file. Follow step-by-step instructions for mapping and importing suppliers.

Uploading your Supplier list into Dext 

Learn how to set up and manage your Customer list in Dext to match sales invoices automatically. Add customers manually or sync from accounting software like Xero or QuickBooks.

Setting up your Customer list

Learn how to manage suppliers in Dext, including how to create new suppliers, merge duplicates, delete suppliers, and use aliases to keep your supplier list accurate and consistent.

How to manage suppliers in Dext

Learn how to create, rename, and delete Payment methods in Dext, including how extracted card digits become new Payment methods and how to manage them effectively.

Manage Payment methods in Dext

Lists & configuration

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