To reconnect Dext after a QuickBooks admin change, the new QuickBooks Admin must authorize the link from within Dext. This updates the connection credentials without losing any existing rules, supplier settings, or data history.
Follow these steps to re-establish the connection:
Log in to your Dext Portal with your Dext account admin permissions.
Go to Business settings, then select Connections in the left sidebar.
Click Manage next to QuickBooks Online and select Reconnect.
Log in to QuickBooksusing the new Admin credentials on the redirect page.
Authorize access, select your company file, and click Finish when returned to Dext.
Once the new admin is authenticated, force a sync to make sure your chart of accounts and supplier list are completely updated:
Go to Business settings and click Connections.
Click Manage next to QuickBooks Online.
Select Refresh integration data.
Wait about 5 minutes for the system to sync completely before you start publishing documents.
If you have additional questions or concerns, you can leave a comment below.
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