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?
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
Navigating the Web App
- The Dext Homepage
- How to edit, publish and export items
- The 'Costs' Workspace
- The 'Sales' Workspace
- The 'Inbox' page
- The 'Tools' menu
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