Connecting Dext and your Zoho Books account will enable you to send your Dext items directly to your accounting software with all the relevant item details applied.
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.
To be able to connect with an accounting software you must be assigned the Admin role.
Setting Up the Connection
To connect your Dext account to your Zoho Books 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 Zoho Books and click the Connect button.
- Read over the steps outlined in the popup modal, then click the Connect software button – you’ll be redirected to Zoho Books and prompted to log in to your account.
- On the Zoho Books site, sign in to your Zoho Books account and follow the steps provided.
- When you return to Dext, select the organisation from Zoho Books that you wish to connect to and click Next.
- Finally, click the Finish button.
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
Manage the setting for being warned when a new supplier will be created in Zoho Books if one is not already detected in your Zoho Books account.
Default Tax Settings
Choose the default tax settings for costs and sales 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.
How to Reconnect
Reconnecting will re-establish the connection with your Zoho Books account.
If you would simply like to refresh your chart of accounts, see how to refresh the connection section below.
To re-connect:
- Navigate to Business Settings in the sidebar, then Connections.
- Under Accounting software, click the Manage next to Zoho Books.
- Then click the Reconnect button – you’ll be redirected to Zoho Books and prompted to log in to your Zoho Books account.
- Read over the steps outlined in the popup modal, then click the Connect software button – you’ll be redirected to Zoho Books and prompted to log in to your account.
- On the Zoho Books site, sign in to your Zoho Books account and follow the steps provided.
- When you return to Dext, select the organisation from Zoho Books that you wish to connect to.
- Finally, click the Finish button.
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 your Zoho Books data:
- Navigate to Business Settings in the sidebar, then Connections.
- Under Accounting software, click the Manage next to Zoho Books.
- Click Manage, then Refresh integration data.
- Finally, you will see a green banner confirming the refresh is in progress. The process should only take a couple minutes.
