Connect your Xero or QuickBooks Online account to Dext to automatically sync the data from your accounting software to the Data Health & Insights area in your Dext account.
Your client will remain connected and in sync with Xero or QuickBooks Online unless you tell Dext Data Health otherwise. Disconnecting a client will mean that the client will remain in Dext in its current state, but will no longer receive updates from Xero or QuickBooks Online.
- Connecting to Xero or QuickBooks Online
- Syncing Data & Managing the Connection
- Disconnecting from Xero or QuickBooks Online
Connecting to Xero or QuickBooks Online
To Connect to Xero or QuickBooks Online:
- Go to Business settings, then Connections.
- On the Connections page, go to the ‘If you also have Data Health…’ section and click Connect.
- Select Xero or QuickBooks Online, then click Connect.
- You will then be directed to the selected accounting software login page. Enter your account login details and follow the steps provided to log in and connect your account to Dext.
Syncing Data & Managing the Connection
Syncing is the process of updating the data for a linked account. Once you add your clients to Xero and QuickBooks Online they will be considered ‘Linked‘ and therefore syncing can occur every 24 hours or manually by team members who have the permission to do so.
- In order for Dext to continue syncing data between the products your clients must remain linked or we are unable to sync the data.
- Syncing occurs automatically every 24 hours or can be manually synced by you if you require data to be updated as you work.
- Initial sync failures for Xero – larger Xero clients can sometimes error during the sync process. This is because of Xero’s Daily Rate limiter: Rate Limiter is a service that controls the amount of incoming and outgoing traffic to or from Xero. If a User exceeds the rate limit, then any further requests will be denied until the rate limit timeframe resets. We are always working to improve and expand at our side, however, we don’t have control over Xero’s daily limit.
To manage a connection with your accounting software:
- On the client overview page, go to the ‘Health score’ section.
- Click the Sync button in the top right of the Health Score section.
Disconnecting from Xero or QuickBooks Online
To disconnect from Xero or QuickBooks Online:
- Go to Business settings, then Connections.
- In the ‘If you also have Data Health…’ section, click Manage next to Xero or QuickBooks Online.
- On the Connection page, go to the Manage drop down and click Disconnect.
Xero also provide a way of removing connected apps directly from their site.
WARNING: Even if disconnected, your client’s data will remain in Dext until the client is deleted.