Supercharge your Dext and Quickbooks Online experience by enhancing the integration with Dextension.
- What is Dextension?
- What Does Dextension Allow You to Do in Dext Prepare?
- What Does Dextension Allow You to Do in QuickBooks Online?
- How to Access Dextension
- How to Configure Your Dextension Settings
What is Dextension?
Dextension is a powerful Chrome browser extension designed to enhance the integration between Quickbooks Online, Dext Prepare and Dext Precision. By seamlessly connecting these platforms, Dextension aims to streamline accounting processes, save time and improve collaboration with clients.
What Does Dextension Allow You to Do in Dext Prepare?
From Anywhere in Your Browser
Upload items with Drag & Drop
Drag and drop files on any page in your browser. Select the Costs, Sales or Bank inbox and it is uploaded directly to Dext Prepare. You can change the destination inbox in the drag and drop dialog box settings.
Upload Items via Context Menu
In a file opened in your browser, right click on it and select Upload to Dext, confirm the destination and click the button Upload.
Important: To use this feature, you must allow access to file URLs.
In Prepare
View Previous Codings
See how previous transactions from this supplier have been coded in QBO to help you select the correct category for this transaction.
Simply click View previous codings under the category box on the item details page and then select your chosen category.
Show DeepLink to QuickBooks Online
Easily access a recently published item in Quickbooks Online by clicking a link on the archived item’s Item Details page. Simply click the link at the top of the page to view the item in QuickBooks Online.
In QBO Invoice or Bill Page:
Show the Attachment
When you need to see the details of an invoice, like the amount, the VAT code or the category, it is even better to see the attached documents and invoices side-by-side
Access Prepare from a Bill or Invoice
When looking at a bill or an invoice, you can access the same document in Dext Prepare with one click.
In the QBO Client Dashboard
Prepare ‘Warning Triangles’
See Prepare ‘Warning Triangles’ when there is data in Prepare that has NOT yet been published to QBO.
Click the warning triangle to be taken to the relevant page in Dext Prepare.
See warnings for:
- Sales: Number of, and value of sales space items in Dext Prepare
- Expenses: Number of, and value of cost space items in Dext Prepare
Access Precision Health Score and Tags
Precision’s Health Score and tags signal the quality of the data in your ledger. Tags also identify the groups or cohorts to which you have assigned your client in Precision.
Click on the Health Score to jump straight into Precision.
In the QBO Bank Transactions page
Show Item Image When Hovering Over Attachment Icon
Save clicks when making bank reconciliation decisions by hovering over the attachment icon and accessing the item image directly from the reconciliation screen.
Display the Supplier Statements
For each bank transaction, Dextension will look for a statement or remittance that matches the date, the amount and the supplier name. If it finds one, it will display a paperclip so that you can visualise it easily.
Send Paperwork Requests
Collate, customise and share paperwork requests via a new screen accessible via the Paperwork requests button at the top of the Bank space page in Quickbooks Online.
From there you can list up to all unreconciled transactions (paid or received), their dates and values.
You can then send the request in a customisable email via Gmail or Outlook integration.
You can also download the CSV of your selection.
Finally, you can also choose to send a notification to the user via the Dext Mobile App.
The recipient will receive a precise list of required information, and a link to the Dext web or mobile app to start taking action.
How to Access Dextension
Dextension is available on Google Chrome and Microsoft Edge.
- To install Dextension, go to the Chrome web store and click on the button Add to Chrome.
- Then Pin the extension Logo.
For the people using Microsoft Edge, you will be able to install Dextension from the Chrome web store. Although, you may need to allow to use this store in Microsoft Edge’s settings.
How to Configure Your Dextension Settings
You can apply the desired Dextension settings via your Chrome browser to enable or disable specific features.
To configure your settings:
- Click on the Dext icon at the top of your Chrome browser.
- In the list of features available, toggle each feature as on or off based on your preferences and needs.
Now you’re ready to supercharge your Dext and Quickbooks Online experience, streamline your accounting tasks, and collaborate more effectively with your clients.
Remember to regularly check for updates and new features within Dextension to continue optimizing your accounting workflow.