Forwarding Invoices To Dext Using Outlook Rules/Folders (Bookkeeping Automation Tips)

Save
2 years ago
36

Dext is an excellent tool to automate bookkeeping.

But getting invoices INTO Dext can prove to be a problem for busy business owners or those who don't love tech/apps as much as bookkeepers do.

In this video, Amy Hooke shows you how to streamline and automate this process in Outlook by:

1. Using filter/folder rules to automatically move emails with Invoice attachments
2. Review Dext Invoices Folder items and forward to Dext manually, which is great for 'catch-up' work or sending past invoices.
3. Edit rule to add forwarding action to forward your invoices to Dext automatically as they arrive in your inbox.

USEFUL LINKS

• Dext for Bookkeepers and Accountants https://dext.com/en/accountants-and-bookkeepers
• Dext for Business Owners https://dext.com/en/business-owners

*links are not affiliated

__________________________________

LIKE THIS VIDEO?

If you found this lesson helpful, give a THUMBS UP, SHARE with a colleague or POST on social media. SUBSCRIBE to be notified of new videos

__________________________________

Are you building a PROFESSIONAL • PROFITABLE • SCALABLE bookkeeping practice? Would you love more PROFIT, FREEDOM, and JOY in your Bookkeeping Business?

Join The Savvy Bookkeeper!

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

BUSINESS-MINDED BOOKKEEPERSâ„¢ COMMUNITY

Want to connect with other Smart Bookkeepers, working toward a common goal. Join Here: https://community.thesavvybookkeeper.com.au

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

BUSINESS-MINDED BOOKKEEPERSâ„¢ MEMBERSHIP

Get all the tools you need to build a professional, profitable, scalable bookkeeping practice, plus monthly mentoring from bookkeeping business owner and mentor, Amy Hooke.

Learn more and apply: https://thesavvybookkeeper.com.au/membership
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Loading comments...