Book your Live Training session delivered daily in your region to get started on Dext
Getting started with Dext is perfect for new starters, as well as anyone who wants a refresher.
Hosted daily by our Partner Success Consulting experts, we’ll cover the key workflows,
processes, and tools to make your bookkeeping effortless.
Create a client account
Setup your client’s account to work with their accounting software
Submit Costs and Sales items to Dext
Review and edit clients’ Costs and Sales items; export them to their accounting software
Add additional users to your practice’s account and your clients’ accounts
There will also be time for questions at the end!
By the end of your Live Training session you'll be able to:
Create a client account
Setup your client's account to work with their accounting software
Submit Costs and Sales items to Dext Prepare
Review and edit your client's Costs and Sales items, exporting them to their General Ledger
Add additional users to your practice's account and your clients' accounts
Our Partner Success Constants will be on hand to answer your questions in every session!
See you there!
Director of Accounting - Wow
Over the last 4 years the firm has grown 30% year on year, a result of how Dext Prepare has allowed us to offer additional services to clients without the need to take on extra staff.
Owner - Fresh Financials
I could have done this much earlier - the results were that quick, and that dramatic
Owner - Fresh Financials
“I could have done this much earlier - the results were that quick, and that dramatic.”
Owner - Accounting Assist
“I don’t even want to imagine processing each invoice one by one - I just couldn’t do it!”