If documents are stuck in Dext or not appearing in BrightBooks, follow these steps to restore the connection.

Before You Start: Check These First

• Is Dext connected to BrightBooks? Check Connections > Integrations.
• Is your Dext subscription active? Trial accounts cannot connect.
• Have you been inactive for 90 days? Connections expire if unused.

Step 1: Refresh Integration Data (Quickest Fix)

• Log into Dext Prepare
• Go to Connections > Integrations
• Click Manage Connections dropdown > Refresh Integration Data
• Wait 2-3 minutes for the refresh
• Check if documents now appear in BrightBooks

Step 2: Reconnect Dext to BrightBooks

If refresh did not work, try reconnecting:

In BrightBooks:

• Click Add-Ins (left panel)
• Find Dext Prepare and click Disconnect
• Confirm the disconnection
• Wait 1 minute

In Dext Prepare:

• Go to Connections > Integrations
• Click Reconnect (or choose BrightBooks and click Connect Now)
• Log in with your BrightBooks credentials
• Select your Business from the dropdown
• Click Connect then Finish

Step 3: Check Tax Settings

• In Dext, go to Connections > Integrations
• Ensure Use Tax List is toggled ON
• Select default tax codes for Costs and Exemptions
• Save changes

Step 4: Test the Connection

• Upload a test document in Dext
• Complete all fields and publish it
• In BrightBooks: Banking > Dext Prepare, click New
• If the test document appears, sync is working!

Contact Support If Needed

Provide:

• Date of last successful sync
• Screenshot of Connections > Integrations in Dext
• Name and date of a test document you tried to sync