Dext + QuickFile integrations
Export new processed receipt data from Dext and create invoices in QuickFile
This workflow ensures your bookkeeping stays up-to-date by sending new processed receipt data from Dext directly into QuickFile where an invoice is created. Never worry about manual data entry again with this automatic process that lends efficiency, accuracy, and seamless data transfer between your Dext and QuickFile applications. Perfect for businesses seeking a streamlined approach to financial record-keeping.
- When this happens...Export New Processed Receipt DataWhen a new receipt is submitted and processed, it automatically exports chosen fields to your preferred destination.
- automatically do this!Create InvoiceTriggers when a new invoice, estimate or recurring template is created.
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More things you can do with Dext and QuickFile
Discover other triggers and actions you can use with Dext and QuickFile
- Archive Receipts
- Client Filter
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite- PhotoRequired
- Client Filter
ActionWrite
- Client Filter
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
ActionWrite- Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
ActionWrite - New Client
Triggers when a new client record is created.
Try ItTriggerInstant
Dext makes accountants and the businesses you look after more productive and profitable through better data and insights.
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