Dext Prepare is a time-saving tool that can extract the key information from your invoices, bills, and receipts and store them in the cloud.
Find out more about Dext Prepare
Clear Books provide an integration with Dext Prepare, giving you an easy way to pull in the necessary data from Dext Prepare, reducing the amount of manual data entry you have to do within your Clear Books account.
How to use the Dext Prepare integration
Step 1.
Navigate to Tools > Export.
Step 2.
Select a period or use the From/To fields to select a custom date range. In the Data type drop-down field select Account Codes. Tick the checkbox to Download File and hit the Go button.
Step 3.
Log in to your Dext Prepare account.
Step 4.
Navigate to Preferences > Maintain Lists > Categories.
Step 5.
Add a new list via CSV and select the account code list file exported from Clear Books.
