Connect Dext to QuickBooks Desktop using the Dext Connect app in order to link your submitted documents and publish them between Dext and QuickBooks Desktop with ease.
Important Notes: The ability to publish directly to the integration depends on your subscription plan, contact your Account Manager for more information.
Please note that Expense Reports can only be published via the Connect app, and not the web app.
Please also ensure the following prerequisites are met for successful integration:
- The Dext Connect app is only compatible with Microsoft Windows.
- You must be the administrator of your own computer or server.
- Use one of the QuickBooks Desktop versions we support, which include; Quickbooks Desktop Pro, Accountant, Enterprise, or Premier edition, all versions 2018 and above.
- You must have the same company file open in QuickBooks Desktop as you would like to integrate Dext with. No other company files should be open at the time you integrate.
- The Dext Connect app must be installed and set up on the same computer or server as QuickBooks Desktop.
- Only the user who set up integration will be able to publish items to QuickBooks Desktop. Other users can still upload, view, or edit items via the Dext web application.
Download the Dext Connect Application
- Download the Dext Connect app here: https://releases.dext.com/desktop/DextConnectAppSetup.exe
- Double click on the file to start the installer: the installation may take between 2 and 20 minutes depending on your computer.
When installing, Windows might display the following message:
This is common for new software that has just been released. To continue, click ‘More info’ and then select ‘Run anyway’.
- Once installed, start the application from the desktop shortcut and log into your Dext account with your usual credentials.
- Click on the ‘Integrate’ button in Dext Connect, and choose to integrate with the QuickBooks Desktop application.
- Then select the correct company file.
- And finally set your tax settings within Dext Connect.
After integration, please allow a few minutes for all the category codes and lists to synchronise.
How to use the Dext Connect App with Dext
To use the Dext Connect app:
- Add your documents to Dext
- Edit, automate, match, and mark as paid all your documents in the Dext web app as normal. You can also click ‘Edit in Web’ in the Connect app:
- To publish items, you will need to use your Dext Connect application. Click “Publish’ next to the item.
- Complete the reconciliation process in QuickBooks. The document image is attached to the transaction.
Troubleshooting
When you are installing the program and during the integrations process you receive the following message: Integration Failed: Could not get the name of the current QuickBooks company data file.
- Close both the QuickBooks Desktop and Dext Connect Desktop applications by:
- Pressing and holding the CTRL and ALT keys, and then pressing the DELETE key. The Windows Security window appears.
- From the Windows Security window, click Task Manager or Start Task Manager
- From the Windows Task Manager, open the Applications tab. From the Applications tab, highlight both applications you want to close and then click End Task.
- If the applications do not close immediately then open the Processes tab.
- For each application that you want to close, highlight it once and then click End Process.
- Reopen both applications and try again.