Follow the on-screen instructions to authorize the integration.

Click ‘Choose Software’ and select Xero.

Navigate to the Connections section of the menu.

Find out more about the different Dext Prepare products here. *Only available on Business Plus, Premium, Streamline and Optimize Dext Prepare accounts.

Activate the ‘Publish’ button, which sends your Dext Prepare items directly to Xero.

Sync the Chart of Accounts, Suppliers*, Customers*, Tracking Categories*, and Payment Methods* between the two softwares.

2.Integrating your Dext Prepare and Xero account will ensure that receipts, invoices and other paperwork are extracted and formatted in the perfect way for your end-to-end financial process. These apps connect seamlessly with Xero, which means the data entered one system flows into the other systems reducing double handling and improving accuracy. On Xero’s marketplace, not only can you find apps for all your business need but even better. You might also spend hours entering the same set of data across these different systems. As part of running your business, you might use multiple systems to manage your day-to-day operations.

Xero also suggests coding for you, saving you time by reducing manual data entry. Xero finds existing transactions that match the statement line details. After that, Xero updates your financial reports in real-time so you can make more informed business decisions. With bank feeds, Xero imports the bank statement lines for you, reconciles statement lines by matching them with existing transactions, or creates new transactions on the fly. Xero’s bank reconciliation process makes it easy for you to record the money coming in and out of your business.

Xero accounting software tutorial pdf