This means all documents submitted to Dext Prepare will be automatically published to QuickBooks. If you submit a document in for a new supplier or customer, this will be added to your supplier or customer list in Dext.Īnd lastly, you can turn Auto-Publishing on at account level from within these settings. Take a look at this article for more information on managing the connection. If you’d like to see these lists update sooner in Dext Prepare, you can manually refresh your lists. ![]() If you make any updates to your lists within your accounting software, these will be updated in Dext Prepare automatically every 24 hours. What happens after you’ve integrated?Īfter integrating, your Chart of Accounts, Suppliers, Customers, Classes, Locations, and Payment Methods will be synced between the two softwares. Click Finish.Īfter integrating, please allow a few minutes for all the category codes and lists to synchronise. Finally, you will see a confirmation that the connection has successfully been made. Follow the steps provided until you return to Dext Prepare.ĥ. Click the Connect to QuickBooks button – you’ll be redirected to QuickBooks Online and prompted to log in to your account.Ĥ. Find QuickBooks Online in the list of Available softwares, then click the Connect button.ģ. Navigate to the Connections section of the sidebar, then Integrations.Ģ. To connect your Dext account to your QuickBooks Online account:ġ. QuickBooks Easy Start is the same as QuickBooks Online Simple Start.If you’d like to mark an item as a billable expense in Dext Prepare, you’ll first need to set this up within your QuickBooks account. ![]() If you’d like to publish multiple currencies, you’ll need to enable multi currency within your QuickBooks account.Reach out to your account administrator or accountant/bookkeeper to request access. If you cannot see the Connections section in the sidebar it means you don’t have this access. ![]()
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