DATEV Export Setup

With the DATEV export, you can export your invoices as a posting batch and hand them over to your tax advisor. This saves time and avoids transcription errors.

What Is DATEV?

DATEV is the standard for data exchange with tax advisors in Germany. The export creates a CSV file in the official DATEV format that can be directly imported into DATEV Unternehmen Online or DATEV Rechnungswesen.

Prerequisites

Before you can use the DATEV export, you need the following information from your tax advisor:

1. Consultant number (5 digits)
2. Client number (5 digits)
3. Chart of accounts (SKR03 or SKR04)
4. G/L account length (4-8 digits)
5. Debtor start (first customer number)
6. Revenue account (e.g., 8400 for SKR03)

Setup

Step 1: Open DATEV Settings

1. Go to Settings
2. Select Integrations
3. Click on Configure DATEV

Step 2: Enter Data

Step 3: Save

Click Save. The DATEV export is now activated.

Performing an Export

Batch Export (Multiple Invoices)

1. Go to Invoices
2. Click on DATEV Export
3. Select the period (From - To)
4. Click Preview to review the invoices to be exported
5. Click Export
6. The CSV file is downloaded

Single Export

1. Open an invoice
2. Click on Actions > DATEV Export
3. The CSV file for this single invoice is downloaded

Exported Data

The DATEV export contains:

• Revenue (gross or net depending on settings)
• Offset account
• Document date
• Document number (invoice number)
• Posting text
• Tax key (BU key)
• Debtor account

BU Key (Tax Key)

Import at the Tax Advisor

Your tax advisor can import the exported file as follows:

DATEV Unternehmen Online

1. Log in to DATEV Unternehmen Online
2. Documents > Import posting data
3. Select CSV file
4. Review mapping
5. Confirm import

DATEV Rechnungswesen

1. Open batch processing
2. Select ASCII import
3. Choose file
4. Format template: DATEV Standard
5. Start import

Tips for a Smooth Export

Before the First Export

• Coordinate the chart of accounts settings with your tax advisor
• Decide whether gross or net postings should be used
• Define the customer number system

Regular Export

• Export monthly or quarterly
• Review the preview before exporting
• Marked invoices will not be exported again

Frequently Asked Questions

What does "Already exported" mean?

Invoices that have already been exported will not be included in the next export. You can reset the status if needed.

Can I change the chart of accounts?

Yes, but discuss this with your tax advisor. A change of chart of accounts should only be done at the start of a new fiscal year.

What if an invoice needs to be corrected?

Create a cancellation invoice and a new, corrected invoice. Both will be included in the next export.

dVersum Tip

Coordinate with your tax advisor once during the initial setup. After that, the export runs fully automatically and you save valuable time on bookkeeping.