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  1. Dext
  2. Getting Started - Accountants and Bookkeepers
  3. Account Setup

Account Setup

Preliminary steps to get your Receipt Bank account up and running.

  • 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
  • How to upload your Suppliers list into Dext Prepare
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