Hi, I wonder if you can help me to understand something in Dext? I have it linked to QBO and in 'projects' I have the main customer with the project under that customer, however, in Dext, under 'class ' the customer isn't there. Can I manually add it or should it pick it up automatically? Thanks.
To review generally means there is some field missing completely, like the software can’t see a date at all. They are posted into QuickBooks / Xero unless ‘publish’ them.
We haven't trialled SNAP, but it looks at surface very similar. The biggest difference we can see is DEXT will have wider integrations with other products at this point.
Is this more for accountants? Because I'm going crazy trying to figure out how to email my receipts to my accountant through my phone. Did I waste my money paying for 1 year for 1 user
Hi Dan, I have lots of refunds in my bank feed on Quickbooks ready to tag and I have published these refund receipts as credit notes on Dext. How can I match them up in Quickbooks? Thanks!
Hi Llyr, There are a couple of ways of going this in QBO, but maybe the easiest one is to publish the credit notes from Dext into QBO, then on the bank categorise the bank transaction to 'accounts receivable/trade debors'. You should be able to allocate this then against the credit note.
@@HeelanAssociates I've tried this method but I can't make much sense of it. I made an account called Credit Notes and Refunds and transferred the bank entry to this account. When I go to this account there's no way to tag this transaction with the credit note published from Dext.
Hello from Canada. Excellent video. thank you. :)
Glad you enjoyed
Hi, I wonder if you can help me to understand something in Dext? I have it linked to QBO and in 'projects' I have the main customer with the project under that customer, however, in Dext, under 'class ' the customer isn't there. Can I manually add it or should it pick it up automatically? Thanks.
Did you refresh the feed? Do you see other customers? help.dext.com/en/s/article/how-to-use-projects-in-dext-prepare
Great video, thanks!
Glad you liked it!
pls would you explain the difference between "To Review" and "Ready" Are items actually posted to the ledger if in the To Review status? Many thanks
To review generally means there is some field missing completely, like the software can’t see a date at all. They are posted into QuickBooks / Xero unless ‘publish’ them.
Hello, thank you for the video.
Could you please explain the difference between IRIS SNAP and DEXT?
Pls
We haven't trialled SNAP, but it looks at surface very similar. The biggest difference we can see is DEXT will have wider integrations with other products at this point.
@@HeelanAssociates thank you for your reply
Is this more for accountants? Because I'm going crazy trying to figure out how to email my receipts to my accountant through my phone. Did I waste my money paying for 1 year for 1 user
Does your accountant use it? you can add them and they can log in.
Hi Dan, I have lots of refunds in my bank feed on Quickbooks ready to tag and I have published these refund receipts as credit notes on Dext. How can I match them up in Quickbooks? Thanks!
Hi Llyr,
There are a couple of ways of going this in QBO, but maybe the easiest one is to publish the credit notes from Dext into QBO, then on the bank categorise the bank transaction to 'accounts receivable/trade debors'. You should be able to allocate this then against the credit note.
@@HeelanAssociates I've tried this method but I can't make much sense of it.
I made an account called Credit Notes and Refunds and transferred the bank entry to this account.
When I go to this account there's no way to tag this transaction with the credit note published from Dext.
Could you please make how can non residents take their money out from their limited company?
That might be a little too much for a video but we will add to Dan’s list.
Hi where is your company based plz?
Hi, we are in Hampshire UK (waterlooville) but have clients all over the country/world.