Connecting Dext and your accounting software 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.
To be able to connect with an accounting software you must be assigned the Admin role.
Important: Once you have connected Dext with your accounting software it is essential you have the relevant settings configured correctly before publishing an item to your accounting software. This will reduce the chance of publishing errors. The requirements vary between softwares, so see the Publishing & Settings section below for how to do this.
What Does Connecting Do?
Connecting Dext with your accounting software will import your Chart of Accounts to your Dext account, enabling you to apply the necessary publishing settings to items, ensuring they are sent to the correct area of your accounting software with the correct item details applied.
Setting Up the Connection
To connect your Dext account to your accounting software account:
- Navigate to Business Settings in the sidebar, then Connections.
- Under Accounting software, click the Connect button.
- On the list of available accounting softwares, find your accounting software, then click the Connect button – you’ll be redirected to your accounting software and prompted to log in to your account.
- Read over the steps outlined in the popup modal. This will illustrate the full connection process, which differs between accounting softwares. Then click the Connect software button – you’ll be redirected to your accounting software and prompted to log in to your account.
6. Follow the steps provided until you return to Dext.
7. Finally, you will see a confirmation that the connection has successfully been made. Click Finish.
8. Once the connection is made you will return to the Connections page. You can manage the connection and it’s general settings from this page.
Connection Settings
To ensure your items are published to the correct area of your accounting software, and to reduce the chance of errors, it is essential that you have the relevant settings configured correctly before publishing an item.
These settings are managed from the Connections page:
General Settings
Set the default publishing destinations for costs and sales items, as well selecting the default payment status of costs and sales items and expense reports when sent to your accounting software.
Bank Match
Your items will be set up to be sent to the paid area in the matched Bank Account for quick reconciliation. If this is off, you can still fill the payment fields from the item view.
Default Tax Settings
Choose how tax is applied to items that you publish to your accounting software. The tax code selected by default will not overwrite any supplier rules or manual changes to an item.
Auto Publishing
We recommend setting up auto-publish on a supplier level, after category rules have been set up. See more on auto-publishing here.
For more information on settings specific to your accounting software, see the relevant guide:
- Xero
- QuickBooks Online
- Sage Business Cloud Accounting
- Sage Accounting South Africa
- MYOB AccountRight Live
- Bill.com
- KashFlow
- FreeAgent
- Twinfield
- ApprovalMax
- Nomi
Settings for individual items can be set on the Item details page. While rules to be applied to items from specific suppliers or customers can be set by following this guide.
Publishing Errors
If you come across a publishing error see the following troubleshooting sections for help: