How to Use Projects in Dext Prepare

Use Projects to assign tracking and location information to your purchases in Dext Prepare.

The ‘Project’ field provides additional information to help code and track your items.

Accounts that are integrated with an accounting software will import information from that software to apply to the ‘Project’ field. The Project and Project2 fields will be replaced with the following field:

  • QuickBooks Online – Class and Location are the same. Projects are ‘sub customers’ accessible via the Customer field. Select the right sub customer from the drop down list associate it with a given project.
  • MYOB Projects are replaced with Jobs
  • SageAccounting: Product (Stock and Non-Stock) and Service

Use User Rules and Supplier Rules to automatically assign a project for predictable suppliers and uploads.