How to Integrate Dext Prepare with an Accounting Software

Integrating Dext Prepare with your accounting software will ensure that receipts, invoices and other paperwork are extracted and formatted correctly for your end-to-end financial process.

Important: Once you have integrated Dext Prepare 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 Integrating Do?

Integrating the platforms will:

  • Sync the Chart of Accounts, Suppliers*, Customers*, Tracking Categories*, and Payment Methods* between the two softwares.
  • Activate the ‘Publish’ button, which sends your Dext Prepare items directly to your accounting software.

*Only available on Business Plus, Premium, Streamline and Optimize Dext Prepare accounts. Find out more about the different Dext Prepare products here.


Setting Up the Connection 

To connect your Dext account to your accounting software:

1. Navigate to the Connections section of the sidebar, then Integrations.

2. Find your accounting software in the list of available softwares, then click the Connect button.

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4. Read over the steps outlined in the popup modal. This will illustrate the full connection process, which differs between integrations. Then click the Connect software button – you’ll be redirected to your accounting software and prompted to log in to your account.

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6. Follow the steps provided until you return to Dext Prepare.

7. Finally, you will see a confirmation that the connection has successfully been made. Click Finish.

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You will return to the Integrations page, where you will be able to manage the integration and it’s settings.


Publishing & Settings

To reduce the chance of publishing errors it is essential that, before you publish an item to your accounting software, you the relevant settings configured correctly. For example Quickbooks and MYOB require tax settings be set before publishing effectively.

These settings can be set for each individual item on the item details page, or in bulk on the Integrations page which will automatically apply the rules across all items.

The requirements for each software varies, so see below for all of the relevant articles to guide you through how to configure these settings and how to publish:

Xero

QuickBooks

MYOB

RightNetworks

Sage

KashFlow

Bill.com


Publishing Errors

If you come across a publishing error see the following troubleshooting sections for help: