Grand Gate Gardens Case Study Video #24: June Wk5 - Dext and Charges Part 1

Video #24 in the Grand Gate Gardens Continuous Case Study. Each week I share downloadable mocked up documents following a fictious Canadian Business that you can use to learn, practice, and test with. Then I record the actual bookkeeping while answering common questions, solving common problems, and testing different bookkeeping and business apps. Find out more here https://naomiwilkins.ca/about-the-ggg...

Find out how to download the Documents for this video here: https://naomiwilkins.ca/ggg-document-...

Join the Discussion! Link to the Facebook Group:   / 1e5ashjoik  

June Week #5 is split into 11 separate videos. This video 1st covers the first part of the charges folder, and Dext!

This video covers the first half of the charges folder for June 29th to July 5th 2025. It covers how to create and connect a Dext trial account, and a light introduction and overview to Dext. It covers how to connect payment methods in Dext to QBO GL accounts, what the "Publish to Cash/Credit Card/Cheque" options means in Dext, what happens when we publish a document from Dext to QBO, why Dext is better than "QBO Receipts", how to enter meal receipts with Meals HST into QBO with Dext, and so much more!

CRA Simplified Regime Video Link referenced in the video:    • GST/HST Simplified Regime, CRA's New GST F...  

0:00 Beginning
0:02:25 Uploading the bank feeds
0:03:45 Signing up for a Dext Free Trial Account
0:04:46 Intro to Dext - Users and getting in Documents & where to find the "Email in Documents" email address.
0:06:07 How to connect Dext with QBO
0:07:17 Setting up the General Settings for the Quickbooks Online Connection in Dext
0:14:32 Where to find the lists Dext brought in from QBO
0:15:54 How to add a new GL Expense account into Dext
0:17:51 Dext's "Fetch" option (Dext automatically pulls bills from your accounts)
0:18:45 Uploading the Case Study Documents to Dext
0:19:15 What Dext means by "One document per page"
0:21:54 070125-01Y GoTellACommunications (First time entering to QBO from Dext)
0:24:53 What the "Publish To" Cash and Credit Card and Cheque options mean in Dext
0:25:54 What the "Publish To" Bill option means in Dext
0:27:54 Creating a new Payment Method in Dext and Connecting to a QBO GL Account
0:29:45 Changing a Payment Method Name and Connecting to a QBO GL Account
0:31:43 What happens when we publish a document from Dext to QBO
0:33:50 070325-01Y DaddyGo Domain Registration
0:34:01 Dext can read the payment method from the document
0:34:45 Reminder about the GST/HST Simplified Regime and non-claimable ITCs
0:38:10 070325-02Y DaddyGo Wordpress
0:39:43 Links in PDFs are often still clickable in Dext
0:40:04 How to look up to see if a business is under the GST/HST Simplified Regime
0:42:58 070425-03Y&04Y Combined Waterhouse
0:43:27 The problem with not giving both receipts (and together)
0:46:19 The solution is uploading both receipts together
0:47:09 Rule when uploading to Dext: One transaction per one upload
0:48:53 How to enter an entry with Dext that has more than one category line
0:50:31 Why Dext is better than "QBO Receipts"
0:53:45 How to enter a Meal Receipt with Meals HST into QBO with Dext

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