Using Dext Prepare
Training and Support
General Adding Documents Information
- How to Add Documents
- How to add items to Dext Prepare
- How to add multiple items to Dext Prepare
- What is the best way for my client to add items to Dext Prepare?
- What file types can I upload to Dext Prepare?
- How to upload documents on behalf of your clients
General Integration Information
- Why link to an accounting software?
- Using Paperwork Match with your Accounting Software
- Using Bank Match with your Accounting Software
- Common Desktop Connector Troubleshooting Steps
- How to refresh your Chart of Accounts
- How to re-integrate after an integration expires
Client Accounts
- What will my clients see when they first login to Dext Prepare?
- Can my client edit items?
- What access do my clients have to their Dext Prepare account?
- How to control which clients your colleagues can view
- How to transfer a business' Dext Prepare subscription to be paid by an Accountant / Bookkeeper
- How to delete a client account
Inbox
- What do ’To Review’ and ‘Ready’ mean?
- How to use ‘To Review’ and ‘Ready’ to organise your workspace
- How to use 'Notes' in Dext Prepare
- How to transfer items between the Costs and Sales Inboxes
- How to merge items
- How to unmerge items
Bank Accounts and Bank Statements
Extraction
Publishing, Downloading and Exporting Data
Item Details
- The Construction Industry Scheme (CIS) in Dext Prepare
- How to use Line Items
- How to use Line Item Extraction
- How to use Projects in Dext Prepare
- How to export the correct tax on documents with added tips
- How to process Canadian secondary tax rates on Cost Items
Suppliers
Invoice Fetch
Payment Methods
Rules, Smart-Split and Autopublish
Expense Reports
Account Users
- How to add a user to your account
- Bulk Upload of Users
- How to remove a user from your account
- What does User Privilege mean?
- How to reset a user's password
- 'This email is already taken' message
Dext Prepare Account Options
- Dext Prepare Products for Accountants and Bookkeepers
- What is a Dext Prepare Streamline Account?
- What is a Dext Prepare Optimize Account?
- Dext Products for Businesses and SMEs
- What is a Dext Prepare Business Account?
- What is a Dext Prepare Business Plus Account?
Your Account
- How to reset your password
- How can I pay for Dext Prepare?
- How to change your billing details
- Where to find your Invoice and Client Usage statement
- How to turn on two-step authentication for your account
- What are 2-factor authentication backup codes?
Mobile App
Targeted Communication
QuickBooks - QuickBooks Online, QuickBooks Desktop, QuickBooks Online Simple Start
- Getting started with QuickBooks Online
- How to integrate with QuickBooks Online
- Tax Settings on QuickBooks Online
- How to publish multiple currencies to QuickBooks Online
- How to mark billable expenses when working with QuickBooks Online
- How to publish an item as 'Not Paid' to QuickBooks Online
Dual Integrations and Other Connections
Xero
- Getting started with Xero
- How to integrate with Xero
- Where are Costs and Sales items published to in Xero?
- How to publish multiple currencies to Xero
- How to publish Credit Notes to Xero
- How to Re-integrate with Xero
Right Networks
- How to integrate with Right Networks
- How to use Dext Prepare and Right Networks
- How to select Payment Methods on Right Networks
- How to access the Dext Prepare Sync Manager for Right Networks from your Desktop
- How to access the Dext Prepare Sync Manager from a Right Networks hosted environment
- What are the differences between QuickBooks Desktop integrations?
Tripcatcher
Sage Business Cloud Accounting, Sage 50, Sage Pastel, Sage South Africa
- How to integrate Dext Prepare with Sage 50 using Dext Connect
- How to Integrate with *Sage 50*
- How to use Dext Prepare and *Sage 50*
- How to migrate your *Sage 50* integration to Dext Connect
- How to upload a CSV to *Sage 50*
- *Sage 50* Desktop Connector Troubleshooting Steps
Dropbox
MYOB AccountRight Live, MYOB Essentials
Paypal
Receipt Bank Pay
KashFlow
- Getting Started with KashFlow
- How to integrate with KashFlow
- Where will my items publish to in KashFlow?
- How to get the images of items to move to KashFlow
- How to publish tax to KashFlow
- How to publish credit notes to KashFlow