QuickBooks Desktop provides a variety of different publishing destinations to publish your items to, as well as allowing you to use category codes and supplier lists from the company file. These are supported in Dext for seamless integration.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
Important: To be able to publish an item to an accounting software you must be assigned the Admin role, or be given permission to publish to an accounting software by your administrator.
Notes: The QuickBooks Desktop integration is available in the United States and Canada. For more information please contact your Account Manager.
To link your payment methods from QuickBooks Desktop to Dext, please follow the instructions in this article.
Only the user who set up integration will be able to publish items to QuickBooks Desktop. Other users can still upload, view, or edit items via the Dext web application.
Once you’ve integrated your company file on QuickBook Desktop with Dext via the Dext Connect app, select the Edit in web button within Dext Connect to take you to the Dext web app. You can also login to your Dext account via your usual web browser in order to do this.
Dext automatically pulls all the category codes and supplier lists from the company file. However, you may need to allocate specific codes or details in case this has not been done via the OCR. In this case, select the relevant drop-down fields to allocate them. Next, select your publishing destinations for each item.
Publishing cost items with Products and Services
Assign a product or service to the cost, or to the line items associated with that cost.
To add a Product or Service to an item follow these steps:
1. Go to the Costsinbox, then click on the desired item.
2. On the Item details page, scroll down to find the Product/Service drop down menu and make your selection.
If a product has been selected, you’ll also be able to input a quantity.
2. Selecting Publishing destinations
Publishing destinations are places in QuickBooks Desktop where an item will be published from Dext. Please be aware of the different publishing destinations we support:
- Credit Cards
- Cheques/Debit Cards
Bills are one of the most commonly used destinations. They’ll create a paid or unpaid bill in your QuickBooks Desktop file. Bill payments available in QuickBooks Desktop are credit card charges and cheques.
When you’re selecting a payment method that is linked to a bank account, we’ll create a cheque payment. When a credit card is selected as a payment method, we’ll create a credit card payment for this bill.
Credit Cards
If you select this publishing destination, we’ll only create a Credit Card charge in your QuickBooks Desktop and no bill. This transaction can only be created as paid and the payment method can only be of a type §. You can use vendors listed under Other names with these transactions.
Cheques/Debit Cards
Using Cheque functionality in Dext will allow you to publish transactions paid by cheques, but also to create Debit Card transactions. For this, select a debit card when selecting the payment method for the transaction. Only payments linked to a bank account can use this publishing destination.
After selecting these and finishing off editing, you are ready to publish your items back into QuickBooks Desktop via the Dext Connect app.
3. Publishing your items
Once you’ve selected the Publishing destinations for your items:
- Return to the Dext Connect app on your desktop and open the relevant workspace (whether Costs or Sales).
- Select the Publish button in green on the right-hand most column, or for multiple items, select the tickbox in the left-hand most column.
- Select the Publish button in green above the item list.
