Automate Receipt Processing with Dext

1. Go to dext.com and click Start Free Trial
2. Complete registration with your business email
3. On the dashboard, click Add Client — this creates a separate workspace for each bookkeeping client

What you should see: A clean dashboard with a "Clients" sidebar. Each client has their own inbox for incoming receipts.

Troubleshooting: If you're setting this up for a client (not your own firm), use their business email to create the account so they own it, then add yourself as an accountant.

1. In the Dext dashboard, select your client's workspace
2. Click Settings → Connections
3. Click Connect to QuickBooks (or Xero, if applicable)
4. Log in to QuickBooks when prompted and authorize the connection

What you should see: A green checkmark or "Connected" status next to QuickBooks. Dext and QuickBooks are now linked — receipt data from Dext will flow directly into QuickBooks.

Troubleshooting: If the connection fails, make sure you're logging into the correct QuickBooks company file (clients with multiple businesses sometimes have more than one). Also verify you have admin access.

1. In the client workspace, go to Supplier Rules or Categories
2. For common recurring vendors (like the electric company, internet provider, or regular suppliers), set rules: "When the supplier is [vendor name], categorize as [expense category]"
3. You can also set a default category for unknown vendors to catch-all before you review

What you should see: A list of supplier rules. These auto-apply when receipts from those vendors come in.

Tip: Start with the client's top 10 most frequent vendors. You don't need to set up everything at once.

Dext offers several ways for clients to submit receipts. Choose the one that matches your client's habits:

Option A — Email forwarding (best for clients who get receipts by email)

1. Dext gives your client a unique email address (e.g., receipts@dext.me)
2. Tell your client: "Forward any receipt or invoice emails to this address"
3. Dext automatically extracts the data

Option B — Dext mobile app (best for clients with physical receipts)

1. Have your client download the Dext app
2. They photograph receipts immediately after purchase
3. Receipt is uploaded and processed automatically

Option C — You upload directly (for clients who collect receipts and hand them to you)

1. From the Dext dashboard, drag-and-drop receipt files into the client's inbox
2. Or use the Dext mobile app yourself to photograph receipts

What you should see: Depending on the option, receipts start appearing in the client's Dext inbox within 1–5 minutes of submission.

1. Open the client's Dext inbox
2. Review the extracted data for each receipt — vendor name, date, amount, category
3. Correct any errors (blurry receipts, misread amounts)
4. Click Publish (or the QuickBooks logo button) to push the transaction to QuickBooks

What you should see: Receipts you publish appear in the QuickBooks bank feed as "Bank Transactions" or directly in the expense register, ready to match to bank statement transactions.

Troubleshooting: If a receipt fails to extract properly, Dext flags it as needing manual review. Open it and fill in the fields manually — it still saves the original image in the client's records, which is the key audit benefit.