When you sign up to Dext Precision you're asked to provide a team name. This is because we've designed Dext Precision from the ground up to work well in a team environment - clients and shared reports can all be accessed by team members, so no wheels need reinventing.
Think your company may already have a Dext Precision team? Drop your organiser a line and ask for an invite. In case they don't know how to do this, you can share this help link with them:
# Adding Your First Client
It all kicks off in Precision when you add your first client. A Client in Precision is linked to an Organisation in Xero, or a Company in QuickBooks Online. After you register you'll be taken to the home page. This is where your team's clients will live once they've been imported from your accounting software. Clicking Import your first client will give you an option to select which accounting software you would like to import your first client from; either Xero or QBO.
If you select Xero, the app will take you to Xero, and you will be asked to login if you haven't already. You'll then be asked to select the Xero organisation you want to connect to Dext Precision and allow access to the data for import. If you select QBO, the app will take you to QBO, and you will be asked to login if you haven't already. If you have more than one Company in QBO, you’ll then be asked to select the Company you want to connect to Dext Precision and allow access to the data for import.
After allowing Precision access, you'll be redirected back to the app, where the initial sync process will begin. This can take between 1 and 45 minutes depending on the size of the client.
Once the initial sync is finished, your client is ready for analysis - go forth!
Learn more about our interaction with Xero here.
Having issues adding your first client? Check out our troubleshooting tips.
Once you've got a client added, click on through to the Client Overview