Dext

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 set up tax settings for QuickBooks Online in Dext

Extract GST/HST and PST/QST from Cost items for Canadian accounts, with or without QuickBooks Online.

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

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QuickBooks Online

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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.

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

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

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

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