How do I get data from Dext into QuickFile?

Integrations
1

Hi
Im very new to this and the accountant has not really explained it
I’ve got all sales and purchases into Dext and she says I need to export to CSV alter various things then import back
Can anyone help me try and get this right step by step please
OR is there a phone help line at all
Thanks in advance
Desperate Bookkeeper

2

Hello @MACE

I am not sure what you mean by this?

Are the sales and purchases in Dext and you need to get them into QuickFile or vice versa?

OR is there a phone help line at all

We provide support via our community forum (https://community.quickfile.co.uk/) or by support ticket.

We do not provide telephone support.

If you have a general query please post it on the forum or If you you are querying anything that is account specific or data sensitive please raise a support ticket as you did with this one.

3

Hiya

So I was told to scan everything into Dext
Then I need to convert to a CSV, alter / delete some colums and import back - I aren’t sure where from and to though and I think my accountant is sick of me messaging her so I thought I’d ask here for help

ANY help would be great

4

They’re in Dext and need to be in Quickfile - sorry
I feel so stupid I just can’t work it out

5

There is detailed guidance on importing sales and purchase invoices here:
https://support.quickfile.co.uk/t/importing-sales-and-purchase-invoices/8885

That should help you work out what columns you need to import. I’m not familiar with Dext so can’t help more than that.

6

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