Dext Setup

Receipt Bank has a series of articles on how to setup a Receipt Bank account.

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Getting Started - Accountants and Bookkeepers⁠

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Getting Started - with Xero⁠

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The main thing to ensure is that we integrate the Receipt Bank account with the relevant accounting software and import the chart of accounts.

Log In

Use your Quantico google account or client email address to login to Dext (FKA Receiptbank)

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Receipt Bank Dashboard

This will display all you clients in one place.

The dashboard view is available once you login and you can manage all your clients from here. Click on the clients name and you will access their instance of Receipt Bank. From this screen you

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.