Connecting your Dext and Bill.com accounts will enable you to send your Dext items directly to your accounting software with all the relevant item details applied.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
Important: To be able to connect with an accounting software you must be assigned the Admin role. Reach out to your account administrator or accountant/bookkeeper to request access.
What does Connecting do?
Connecting the platforms will:
- Sync the Chart of Accounts, Suppliers, Customers, Classes, Locations, and Payment Methods across the two platforms.
- Activate the ‘Publish’ button, which sends your Dext items directly to Bill.com.
Setting up the Connection
To connect your Dext account to your Bill.com account:
- Go to Business Settings in the sidebar, then Connections.
- In the Accounting Software section, click Connect, then find Bill.com in the list of Available softwares, then click the Connect button.
3. ClIck the Connect Software button – you’ll be redirected to Bill.com and prompted to log in to your account.
4. Follow the steps provided until you return to Dext.
5. Finally, you will see a confirmation that the connection has successfully been made. Click Finish.
After connecting, please allow a few minutes for all the category codes and lists to synchronise.
Publishing
Before publishing an item its essential to have the correct tax settings and categories selected for the item. This will ensure your items are published to the correct destination and with the correct details applied.
This can be done by editing the item on the Item details page, or you can also set rules that will be applied to specific suppliers or customers each time a document is received from them.
You can then publish your items, see how to publish here.
How to Reconnect
Reconnecting will re-establish the connection with Bill.com. You may need to reconnect because your login credentials have changed or your connection has expired.
If you would simply like to refresh your chart of accounts, see how to refresh the connection section below.
To re-connect:
- Go to Business Settings in the sidebar, then Connections.
- In the Accounting Software section, next to Bill.com click Manage.
- On the Bill.com page, click the green Reconnect button at the top of the page, you’ll be redirected to Bill.com and prompted to log in to your account.
4. Follow the steps provided until you return to Dext.
5. Finally, you will see a confirmation that your organisation is connected. Click Finish.
How to Refresh Lists
Refreshing your connection will only refresh the charts of accounts (all the lists pulled from the integration).
Please note: No data will be lost when the connection is refreshed.
To refresh lists:
- Go to Business Settings in the sidebar, then Connections.
- In the Accounting Software section, next to Bill.com click Manage.
- On the Bill.com page, click the green Manage button at the top of the page, then Refresh integration data.
3. Finally, you will see a banner confirming the refresh is in progress. The process should only take a couple minutes.
