Dext

Alexander

Teodora

Albena

Accounting software integrations and exporting data out of Dext

Connect & export

Connect Dext to your accounting software to publish items directly and adjust your bookkeeping settings.

How to connect Dext to your accounting software

Learn how to reconnect an expired accounting software integration in Dext or change your connection to a new accounting software or organisation.

How to reconnect or change your accounting software in Dext

Connect and manage additional accounting software in Dext, choose default publishing integrations, and control where items are sent.

How to use additional accounting software connections in Dext

Learn how to use Auto-publish in Dext to automatically publish items from suppliers, customers, payment methods, or all documents, including rule priorities, exceptions, and troubleshooting tips.

How to use auto-publish in Dext

Learn how Bank Match works in Dext and how to publish matched items to Xero, Sage Accounting, or MYOB.

How does Bank Match work in Dext?

Use Paperwork Match to attach document images in Dext to existing transactions in your accounting software without republishing data.

How to use Paperwork Match with your accounting software

Use Prepayments in Dext to spread upfront costs across the right periods in Xero, QuickBooks Online, or MYOB via automated journal entries.

How to use Prepayments in Dext

Use the Merge Lists tool in Dext to map old list items to your new integration and preserve your categories, supplier, and customer rules.

How to merge lists when changing your accounting software

Link invoices and receipts to existing purchase orders in Xero or QuickBooks Online and mark them as billed or closed when you publish.

How to use Purchase Order Match in Dext

Assign products and services to items and line items in Dext to track costs and sync consistent data to your accounting software.

How to use products and services in Dext

If you're using Dext without an accounting software connection, here's how to configure your tax settings, lists, and bank accounts.

Setting up Dext without accounting software

The Dext Connect App links Dext to Sage 50 and QuickBooks Desktop on Windows. Learn how it works, what it does, and how to install it.

What is the Dext Connect App?

Export costs from Dext in a Sage Pastel-compatible CSV format for import into Sage Pastel Cashbooks or Purchases.

How to use Dext with Sage Pastel

Learn how to apply the Domestic Reverse Charge (DRC) VAT in Dext. Find out how to enable DRC in your accounting software, select the correct DRC tax rates, and automate…

How does the Domestic Reverse Charge (DRC) work in Dext?

Use Dextension to upload documents, view supplier codings, and reconcile faster across Dext and Xero.

Using Dextension with Xero

Learn how to manage Construction Industry Scheme (CIS) deductions in Dext. Find out how to apply CIS category codes, split labour and materials, and publish records to Xero, Sage 50,…

How does the Construction Industry Scheme (CIS) work in Dext?

Use Dextension to upload documents, view supplier codings, and review transactions faster across Dext and QuickBooks Online.

Using Dextension with QuickBooks Online

Use Zapier to connect Dext to thousands of apps - submit documents, export receipt data, and automate your workflow.

How Dext works with Zapier

Trigger a manual sync between Dext and your accounting software from Business settings using Refresh integration data or the Reload button.

How to refresh your accounting software data in Dext

General

Learn how to connect your Dext and Xero accounts to publish your costs and sales items. Includes setup steps, tax and category configuration, and publishing guidance.

How to connect Dext with Xero

Learn how to reconnect or refresh your Xero integration in Dext if your connection expires or login details change. Includes steps to refresh your chart of accounts.

How to reconnect Dext with Xero

Learn how to set up Dext tax settings for Xero integration. Choose whether Dext or Xero calculates tax, use supplier tax rates, and set default tax codes for costs and…

Publishing tax data to Xero

Manage how tax is calculated and published from Dext to Xero for Canadian businesses, including GST, HST, PST, import taxes, and common receipt scenarios.

Managing tax settings for Canadian Xero users in Dext

Sync Xero tracking categories to Dext, assign them to documents, and enable Smart Suggestions for faster, accurate coding.

How to use Xero tracking categories in Dext

Learn how to publish costs and sales from Dext to Xero correctly. Understand when to publish to Purchases, Classic Expense Claims, or Bank Accounts - and how to avoid duplicate…

How to publish documents to Xero

Enable multiple currency publishing to send transactions from Dext to Xero in the base or original currency.

How to publish multiple currencies to Xero

Learn how Xero lock dates affect publishing in Dext, which destinations are still available, and how to resolve the lock date publishing error.

How do Xero lock dates affect publishing in Dext?

A guide to common Xero publishing errors in Dext - what causes them and how to fix them.

Xero publishing error messages

Learn how Dext publishes expense claims to Xero, where to find them, and how to attach images of original items to published claims.

How to publish Expense claims to Xero

Check ABN validity and GST registration status in Dext for Australian Xero accounts using automatic ABR verification.

How does the ABN and GST status check work in Dext with Xero?

Xero

Connect Dext to QuickBooks Online from Business settings to sync accounts, suppliers, customers, Classes, and Locations.

How to connect Dext to QuickBooks Online

Set up tax settings for QuickBooks Online in Dext, including Use tax list and default tax rates for Costs and Sales.

How to configure tax settings for QuickBooks Online in Dext

Set up Canadian GST and PST secondary tax in Dext for QuickBooks Online using a combined default tax code.

How to set up Canadian secondary tax rates in Dext

Publish Cost and Sales items to QuickBooks Online, including default tax, Publish to settings, and paid or unpaid logic.

How to publish documents from Dext to QuickBooks Online

Learn how to split meal and tip amounts on restaurant receipts in Dext so tax is applied correctly before publishing.

How to split meal and tip amounts before publishing

A guide to common QuickBooks Online publishing errors in Dext  what causes them and how to fix them.

QuickBooks Online publishing error messages

QuickBooks Online

Connect QuickBooks Desktop to Dext using the Dext Connect App. Set up the integration and manage what syncs between the two.

How to connect Dext to QuickBooks Desktop

Publish costs, sales, and expense claims from Dext to QuickBooks Desktop. See publishing destinations, field mapping, and where items appear in QuickBooks Desktop.

How to publish to QuickBooks Desktop

Fix common QuickBooks Desktop errors in Dext. Covers connection failures, publishing errors, permission issues, and closed period conflicts.

QuickBooks Desktop error messages

Learn how to connect Dext to QuickBooks Desktop via the Dext Connect App, as well as troubleshoot common integration and publishing errors.

QuickBooks Desktop

Connect Dext to Sage 50 UK using the Dext Connect App. Create a dedicated Sage user, complete the integration, and manage sync settings.

How to connect Dext to Sage 50 UK

Publish costs, sales, and expense claims from Dext to Sage 50 UK. Learn what publishes where and how your data maps across.

How to publish to Sage 50 UK

Troubleshoot errors and unexpected behaviour when connecting Dext to Sage 50 UK or publishing items through the Dext Connect App.

Sage 50 UK error messages

Learn how to publish items to Sage 50 in multiple currencies by enabling the Publish multiple currencies setting in the Dext Connect App.

How multiple currencies work with Sage 50 in Dext

Learn how to connect Dext to Sage 50 UK via the Dext Connect App, as well as troubleshoot common integration and publishing errors.

Sage 50 UK

Troubleshoot errors when publishing from Dext to Sage 50 Canada through the Dext Connect App.

Sage 50 Canada error messages

Publish costs, sales, and expense claims from Dext to Sage 50 Canada. See destinations, publishing rules, and how fields map across.

How to publish to Sage 50 Canada

Connect Sage 50 Canada to Dext using the Dext Connect App. Set up the integration and manage what syncs between the two.

How to connect Dext to Sage 50 Canada

Learn how to connect Dext to Sage 50 Canada via the Dext Connect App, as well as troubleshoot common integration and publishing errors.

Sage 50 Canada

Connect Dext to Sage Accounting to publish transactions, sync your lists, and configure how items are published and taxed.

How to connect Dext to Sage Accounting

Connect Dext to Sage Accounting South Africa to publish costs and sales and sync suppliers, customers, categories, and tax rates.

How to connect Dext to Sage Accounting South Africa

Publish cost items, sales items, and expense claims from Dext to Sage Accounting as invoices, quick entries, and other expenses.

How to publish items to Sage Accounting from Dext

Fix common errors when publishing items from Dext to Sage Accounting, including payment method, tax, category, and subscription issues.

Sage Accounting publishing error messages

Sage Accounting

Learn how to connect Dext with MYOB AccountRight Live. Follow simple steps to set up the integration, enable online access in MYOB, and start publishing your documents directly from Dext.

How to Connect with MYOB AccountRight Live

Learn how to connect Dext with MYOB Essentials. Follow simple steps to authorise the connection in MYOB and start publishing documents directly from Dext.

How to connect Dext with MYOB Essentials

Fix errors that appear when publishing to MYOB AccountRight Live or Essentials from Dext.

MYOB error messages

MYOB

Connect your Dext account to KashFlow to publish costs, sales, and expense claims directly to your accounting software.

How to connect Dext to KashFlow

Publish Costs, Sales, and Expense claims from Dext to KashFlow, and set up tax and image publishing settings before you start.

How to publish items to KashFlow from Dext

Resolve authentication and invalid receipt number errors when publishing items from Dext to KashFlow.

KashFlow publishing error messages

KashFlow

Connect ApprovalMax to Dext to route documents through your approval workflow before they're published to Xero or QuickBooks Online.

How Dext works with ApprovalMax

Connect Dext to FreeAgent to publish costs, expenses, and sales items to your accounting software. Covers setup, sync, and connection settings.

How to connect Dext to FreeAgent

Connect Twinfield to Dext to extract, code, and publish Cost and Sales documents directly to your Twinfield organisation.

How Dext works with Twinfield

Connect Zoho Books to Dext to extract, code, and publish Cost and Sales documents directly to your Zoho Books organisation.

How Dext works with Zoho Books

Connect Dext to Nomi to publish documents directly to your accounting software. Covers setup, what syncs, and connection settings.

How to connect Dext to Nomi

BrightBooks requires reconnection every 30–60 days. Learn how to reconnect and fix the missing business name issue.

How to reconnect Dext to BrightBooks

Connect Dext to BrightBooks to publish documents directly to your accounting software. Covers setup, what syncs, and settings.

How to connect Dext to BrightBooks

Learn how to connect Bill.com to Dext to sync accounts, publish items, and assign approvers. Follow step-by-step setup, publishing, and reconnection instructions.

Connecting with Bill.com

Other accounting software

Export cost and sales items from Dext as a CSV to share, analyse, or upload to your accounting software.

How to export items as a CSV file

Download items from Dext as a PDF or ZIP file from the Costs inbox, Sales inbox, or Archive.

How to download items as a PDF or ZIP file

Configure your own CSV export format with the columns, decimal, and date settings you need.

How to create a custom CSV export in Dext

Send selected items from your Dext costs, sales, or expense claims inbox by email as PDF and CSV files.

How to send items by email from Dext

Connect Dext to a cloud storage provider to back up your Costs and Sales documents automatically or on demand.

How to back up your documents in Dext

View a history of all exports from your account and redownload any export up to 1 month after it was generated.

How to view and redownload exports in Dext

Exports

Login

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.