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DATEV Export

Export your invoices in the DATEV EXTF format that your German tax advisor can import directly into DATEV software. The export includes booking entries, customer master data, and invoice PDFs.

Prerequisites​

  • Your company must be registered in Germany (country code DE)
  • You need your tax advisor's consultant number (Beraternummer) and client number (Mandantennummer)
info

The DATEV export tab is only visible for companies with country code DE.

Setup​

  1. Navigate to Reports & Exports
  2. Click the DATEV Export tab
  3. Click Configure on the Settings card
  4. Fill in the configuration:
FieldDescription
Consultant NumberYour tax advisor's DATEV consultant number (1-7 digits)
Client NumberYour company's client number at your advisor (1-5 digits)
Chart of AccountsSKR03 (default) or SKR04
Fiscal Year StartMonth your fiscal year begins (default: January)
Debtor Number StartFirst debtor number for auto-assignment (default: 10001)
  1. Review the Revenue Account Mapping table
  2. Click Save
warning

Ask your tax advisor for the correct debtor number range before setting the start number. Using numbers that your advisor has already assigned will cause import conflicts.

Debtor Mode​

Choose how customers are mapped to debtor accounts:

  • Individual Debtors (B2B) — Each customer gets a unique debtor number, auto-assigned from the start number
  • Collective Debtor (B2C) — Walk-in customers share a single debtor account. Individual B2B customers can still receive their own number via customer management.

Creating an Export​

  1. Click New Export on the Export card
  2. Select a date range using the preset buttons or custom dates
  3. Choose what to include:
    • Booking Batch — Always included (EXTF CSV with all bookings)
    • Debtor Master Data — Customer records as EXTF CSV
    • Document Images — Invoice PDFs with DATEV metadata
  4. Set finalization options:
    • Only new invoices — Skip previously exported invoices
    • Mark as exported — Flag invoices so they're excluded from future "only new" exports
  5. Click Start Export

The export runs in the background. When finished, download the ZIP file containing all selected data.

Year-Boundary Splits​

If your date range spans multiple calendar years (e.g., December 2024 to January 2025), the export automatically creates separate ZIP files for each year. You'll see individual download links for each part.

Export History​

The history card shows all previous DATEV exports with their date range, export date, and download links.

Troubleshooting​

The DATEV tab is not visible

Your company's country code must be set to DE (Germany). Check your company settings under Administration.

Export fails with "DATEV configuration missing"

You need to configure DATEV settings first. Click Configure on the Settings card and fill in all required fields.

No invoices found for period

The selected date range has no finalized invoices, or all invoices in that range have already been exported (when "Only new invoices" is checked).

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