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  1. Dext
  2. Getting Started - Accountants and Bookkeepers

Getting Started - Accountants and Bookkeepers

Introduction to Dext Prepare

  • Welcome to Dext
  • How does Dext Prepare work?
  • Is there a Dext Mobile app?
  • Is there a Dext community resource?
  • What data is extracted by Dext Prepare?
  • What technology does Dext Prepare use?
See all 13 articles

Account Setup

  • Your New Dext Prepare Account
  • How to set up your Category List
  • How to set up your Customer List
  • How to invite someone to use Dext Prepare
  • How to add a client account
  • How to add multiple client accounts
See all 7 articles

Navigating the Web App

  • How to edit, publish and export items
  • The 'Costs' Workspace
  • The 'Sales' Workspace
  • The 'Inbox' page
  • The 'Tools' menu
  • The 'Filter' menu
See all 15 articles

Navigating the Mobile App

  • The Mobile Dashboard
  • How to log in to the Mobile App
  • How to log in to multiple accounts on the Mobile App
  • How to switch between different client accounts on the Apple iOS Mobile App
  • How to switch between different client accounts on the Android Mobile App
  • How to remove accounts from the mobile app
See all 7 articles
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