Dext Live Training sessions are ideal for you if you need to get started quickly, or need a refresher of our powerful tools.
Sign up for one of the sessions below for with Dext Prepare or Dext Precision, and our Partner Success Consultants will help you make the most of Dext for leaner, better bookkeeping.
Dext Prepare Live Training
Getting Started with Dext Prepare for Accountants and Bookkeepers
Advanced Training for Accountants and Bookkeepers
Training for your Clients
Training for Small-to-Medium sized Businesses and Self-Employed
QuickBooks Desktop Integration for Canada
Dext Precision Live Training
Introduction to Dext Precision
Dext Prepare Live Training
Getting Started with Dext Prepare for Accountants and Bookkeepers
This is the perfect starting point for new and existing Dext Prepare partners using Dext Prepare in their accounting or bookkeeping practice. Choose your region below to signup.
By the end of your session you'll be able to:
- Create a client account
- Set up your client's account to work with their accounting software
- Submit Costs and Sales items to Dext Prepare
- Review and edit your client's Costs and Sales items; and export them to their accounting software
- Add additional users to your practice's account and your clients' accounts
Asia-Pacific | Canada | France | South Africa | UK | USA
Advanced Training for Accountants and Bookkeepers
These next-level sessions are ideal for Dext Prepare Partners who want to take full advantage of the powerful automation tools available. Select your region below to sign up.
The specific agenda varies by region, but by the end of the session you will be able to:
- Set up Supplier Rules
- Extract line items from receipts and invoices
- Automatically publish documents to your accounting software
- Set up Payment Methods
- Easily reconcile documents with Dext Prepare's bank matching tools
Asia-Pacific | Canada | South Africa | UK | USA | France
Training for your Clients
This quick session is perfect for small businesses starting to use Dext Prepare. It will help you set up your mobile app and submit your first receipts and invoices to your bookkeeper. Select your region below to sign up.
By the end of your session, you will be able to:
- Download the Dext Prepare mobile app and access your account
- Submit items to your accountant or bookkeeper using:
- The Dext Prepare mobile app
- Invoice Fetch
- Respond to messages from your accountant or bookkeeper
Asia-Pacific | France | North America | South Africa | UK
Training for Small-to-Medium sized Businesses and Self-Employed
These sessions are specifically for users on a Business, Business Plus or Business Premium plan. In these live interactive sessions, our experts will cover the key workflows, processes and tools to make your day-to-day accounting and bookkeeping effortless.
- Set up your account
- Add additional users to your account
- Connect with your accounting software
- Submit costs items to Dext Prepare using different submission methods
UK | France
Dext Precision Live Training
Get Started with Dext Precision
- Understand where Dext Precision fits in the process
- Know the main use cases of Dext Precision
- Add clients to the platform
- Navigate around clean-up tools and insights
- Create your first Flow
- Access the Practice Dashboard