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Accountant Integration

DATEV Export

Seamless integration with DATEV. Export booking data and documents directly to your accountant - via file or DATEV Unternehmen Online.

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Screenshot: DATEV Export

Two Ways to DATEV

File export or direct online connection

DATEV Format Export

Classic export in DATEV format. Create export files for your accountant for manual import.

  • Booking batch: All bookings as CSV
  • Document images: Invoice PDFs
  • Account labels: Debtors/Creditors
  • Period export: Month, Quarter, Year
  • SKR03/SKR04: Both chart of accounts

DATEV Unternehmen Online

Direct connection to DATEV Unternehmen Online. Automatic upload of documents and booking data.

The direct connection is part of BIS Insights (included in BIS ERP Basic). The DATEV export as a file is included in the free base package.

  • OAuth connection: Secure authentication
  • Documents Online: Automatic document upload
  • Invoice data service: Structured data
  • Booking suggestions: Automatic assignment
  • Sync log: Complete documentation

Automatic Account Assignment

Define rules for automatic assignment to ledger accounts. Based on product groups, tax rates or payment methods.

Categories
Product group mapping
Tax rates
19%, 7%, 0%
Payment methods
Account assignment
Countries
EU / Third country

Screenshot: Account Assignment

Export Contents

What is transferred to DATEV?

Outgoing Invoices

All customer invoices incl. cancellations

Credit Notes

Return credit notes with cash discount

Payments

Received payments

Master Data

Debtors and Creditors

Monthly dispatch to your tax advisor (add-on of BIS Insights): On the 2nd of the following month, an email with the cash journal per register as PDF and CSV and the DATEV register revenues is sent automatically to up to 5 recipients, each of whom confirms their address once via a link. For the DATEV register revenues, your advisor number and client number must be stored. The files arrive by email; there is no direct transfer to DATEV.

Related Features

Invoices

ZUGFeRD, XRechnung, GoBD

Reports

Revenue analysis

Stocktake

Export stock values

Frequently Asked Questions

Answers about DATEV export

BISpicy offers two ways: Classic DATEV format export as a file for manual import and direct DATEV Unternehmen Online connection with automatic document upload.

Yes, both standard chart of accounts are fully supported. You can choose the appropriate chart of accounts in the settings and define your own account assignments.

You define rules based on product groups, tax rates, payment methods or countries. BISpicy then automatically assigns bookings to the correct ledger accounts.

Outgoing invoices, credit notes, payments and master data (debtors/creditors). With DATEV Online, additionally document images of invoices as PDF.

DATEV Export Without Effort

Automatic export - your accountant will be pleased.

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