Transactions that you publish from Dext Prepare to QuickBooks Online Simple Start will be sent to the ‘Expenses’ section of QuickBooks Online.
In order for a transaction to successfully published, you need to complete two pieces of information on the Item Details page of the item in the software:
- Category
- Payment Method* (which is linked to a Bank Account)
After you’ve completed these two fields of data, set a ‘Publish to’ destination and press the ‘Publish’ button.
‘Cash’ and ‘Credit Card’ transactions will be published to the ‘Expenses’ section of QuickBooks Online as an ‘Expense’.
‘Check’ transactions will be published to the ‘Expenses’ section of QuickBooks Online as a ‘Check’.
Note: Payment Method is not required for those using Dext Prepare Business or Extract. Those using Streamline, Optimise, Business Plus or Business Premium are able to change the payment method as required. Find out more about the different Dext Prepare products here.