How to Switch from Dext to Receiptflow: A Step-by-Step Migration Guide
If you've been looking at how to switch from Dext to Receiptflow, you're not alone. Since Dext eliminated unlimited plans for UK practices in August 2023, many accountants and bookkeepers have faced price increases of 200 to 400% at renewal. Practice plans now start at around £190 to £240 per month for just ten client companies, and the per-client model means costs keep climbing as you grow.
The good news: the actual migration is far simpler than most practices expect. You don't need to lose a single day of productive work. Here's exactly how to do it.
Before You Start: What You Need to Prepare
Spend fifteen minutes on this before touching anything. It will save you hours later.
Export your client list from Dext. Log into your Dext Practice dashboard, go to the Clients section, and export a CSV of all active clients. You'll want their names, email addresses, and which accounting software they're connected to.
Note your current integrations. Are you pushing data to Xero, QuickBooks, or Sage? Receiptflow connects to the same platforms, so your downstream workflows stay intact. Just make a note of which clients use which software.
Check your current Dext contract. If you're mid-contract, you don't need to cancel immediately. You can run both platforms in parallel during the migration window, which is exactly what we'd recommend for larger practices.
That's your prep done. The whole thing takes about fifteen minutes.
Step 1: Set Up Your Receiptflow Practice Account
Head to receiptflow.co and start your free trial. No credit card required.
Once you're in, the first thing to do is configure your practice settings:
- Add your practice name, logo, and contact details
- Connect your accounting software integration (Xero, QuickBooks, or Sage)
- Set your default VAT treatment preferences
