Bookkeepers & small offices · Bookkeeping

Publish Dext receipts and bills to QuickBooks Online

The problem

Receipts for QuickBooks clients arrive as photos, emails and paper.

The result

Dext extracts the details and publishes them to QuickBooks as bills or paid expenses.

How to set it up: Dext

  1. In Dext: Business settings > Connections > Accounting software > Connect, then choose QuickBooks Online.
  2. Under Connections > Manage > Settings > Tax, turn on "Use tax list" and set default tax rates for costs and sales.
  3. Open an item, set Publish to: Bill for unpaid costs; Cash, Check or Credit Card for paid ones.
  4. Select Publish and check the item in QuickBooks Expenses.

Get AI to help you build it

Paste this into ChatGPT, Copilot, Gemini or Claude:

As a UK bookkeeper, give me a simple rule-of-thumb table for when a supplier document should be published from Dext to QuickBooks as a Bill versus a paid expense, with one example each.

AI tools can get menu names wrong. Check against the sources below.

Before you start

  • Negative totals must be published as a Credit note.
  • Dext needs a paid plan after its trial.

Integrations used

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