Integrating your Dext Prepare and QuickBooks Online Simple Start accounts will enable you to send your Dext Prepare items directly to your accounting software with all the relevant item details applied.
QuickBooks Online EasyStart is the same as Quick Books Online Simple Start.
- What does Integrating do?
- Setting up the Connection
- Tax & Category Settings
- Publishing
- Publishing Errors
- How to Reconnect
- How to Refresh Lists
Important: To be able to integrate with an accounting software you must have Administrator level User Privilege access. If you cannot see the Connections section in the sidebar it means you don’t have this access. Reach out to your account administrator or accountant/bookkeeper to request access.
What does Integrating do?
Integrating 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 Prepare items directly to QuickBooks Online.
* Only available on, Premium, Enterprise, 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 QuickBooks Online Simple Start account:
1. Navigate to the Connections section of the sidebar, then Integrations.
3. Find QuickBooks Online in the list of Available softwares, then click the Connect button.
4. ClIck the Connect to QuickBooks button – you’ll be redirected to QuickBooks Online and prompted to log in to your account.
4. Follow the steps provided until you return to Dext Prepare.
5. Finally, you will see a confirmation that the connection has successfully been made. Click Finish.
After integrating, please allow a few minutes for all the category codes and lists to synchronise.
Tax & Category Settings
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.
Tax Settings:
Tax Settings on QuickBooks Online
Tax Extraction for Canadian QuickBooks Online Users
Class Tracking:
Class Tracking with QuickBooks Online
Publishing
See the articles below for more information on how to publish different types of documents to QuickBooks online.
- How to Edit, Publish & Export Items
- Cost/Sales Credit Notes
- Sales Invoices
- Items as not Paid
- Credit Card Credits
- Multiple Currencies
- Billable Expenses
Publishing Errors
If you run into any trouble when publishing your documents, see this article for more information on resolving the issue.
How to Reconnect
Reconnecting will re-establish the connection with your accounting software. 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:
1. Navigate to the Connections section of the sidebar, then Integrations.
3. Click the green Reconnect button.
4. Click the Connect software button – you’ll be redirected to QuickBooks and prompted to log in to your account.
5. Follow the steps provided until you return to Dext Prepare.
7. 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:
1. Go to Connections in the sidebar, then Integrations.
2. Click the Manage Connection dropdown, then Refresh integration data.
3. Finally, you will see a green banner confirming the refresh is in progress. The process should only take a couple minutes.
