When a document fails to import from Dext Prepare into BrightBooks, most issues can be resolved quickly. This guide walks you through common problems and their solutions.

1. Check Mandatory Fields

Missing required information is the most common cause of import failures. Dext will show an error banner if fields are incomplete.

• Supplier/Customer Name - Must be filled in
• Invoice/Receipt Date - Format as DD/MM/YYYY
• Amount - Gross or net amount must match the document
• Account Code - Required if your BrightBooks setup demands it
• Tax Code - Correct VAT code must be selected

2. Common Error Messages

Supplier or Customer Not Found

The name may not match your BrightBooks records exactly. Either create the contact first, or let Dext auto-create it.

Invalid Amount

The amount is missing, zero, or contains invalid characters. Re-enter it as a number only.

Account Code Does Not Exist

Select a valid account code from the dropdown. Check with your accountant if unsure.

3. Document Image Quality

Dext uses OCR to read documents. Better image quality means better data extraction.

• Ensure clear, well-lit images
• Take photos straight on, not at an angle
• Avoid tilted or faded documents
• For best results, scan instead of photograph

4. Tax Code Configuration

Incorrect tax codes often cause import failures. Verify:

• BrightBooks VAT rates are synced to Dext
• In Dext: Connections > Integrations, toggle Use Tax List ON
• Select default tax codes for Costs and Exemptions

5. Re-upload If Needed

If a document continues to fail:

• Delete the failed document from Dext
• Upload a clearer version of the document
• Manually correct any fields Dext scanned incorrectly
• Publish again

6. Contact Support

If nothing works, reach out with:

• A screenshot of the error message
• The document type and date
• Description of what you have already tried