In this case, select the relevant drop-down fields to allocate them. However, you may need to allocate specific codes or details in case this has not been done via the OCR. You can also login to your Dext Prepare account via your usual web browser in order to do this.Ĭlick on the Edit in web button in the Dext Connect app to make needed amendments to your item on the web application before publishing.ĭext Prepare automatically pulls all the category codes and supplier lists from the company file. Once you have integrated your company file on QuickBook Desktop with Dext Prepare via the Dext Connect app, select the ‘ Edit in web‘ button within Dext Connect to take you to the Dext Prepare web app. Other users can still upload, view, or edit items via the Dext Prepare web application. Only the user who set up integration will be able to publish items to QuickBooks Desktop. To link your payment methods from QuickBooks Desktop to Dext Prepare, please follow the instructions in this article. Important Notes: QuickBooks Desktop integration is available in the United States as a Beta, and in Canada for Partners on Streamline, Optimize, Business Plus, or Business Premium plans.įor all other users, please contact your Account Manager to upgrade. Publishing cost items with products and services To gain this access contact your account administrator.ġ. Important: To be able to publish an item to an accounting software you must have Administrator level User Privilege access, or be given user privilege access to publish to an accounting software by your administrator. These are supported in Dext Prepare for seamless integration. QuickBooks Desktop provides a variety of different publishing destinations to publish your items to, as well as allowing you to use category codes and supplier lists from the company file. How to Publish Transactions into QuickBooks Desktop
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