Import receipts with a click of the mouse or automatically into DATEV Unternehmen Online

Import receipts with a click of the mouse or automatically into DATEV Unternehmen Online

How to set up document export from GetMyInvoices to DATEV

1. Begin Integration Process

Login to GetMyInvoices > Choose “Synchronization” under your name in the right-hand drop-down menu > Click “Add Synchronization Account” > Click “Export” > Choose DATEV > Click “Continue”!

1. Begin Integration Process

2. Add Synchronization Settings

There are two different ways of uploading data into DATEV. If you active the box “Upload document image only”, only PDF files will be uploaded. If you de-activate “Upload document image only”, GetMyInvoices will also import invoice number, amount, date, etc. To enable this type of synchronization, you require additional access authorization through your tax advisor. DATEV only accepts invoices with complete data. Should an invoice number or date be missing, DATEV will not accept the invoice in question; to correct this, enter the missing data in GetMyInvoices. > Click “Extended Settings” > Specify the document types to be synchronized > Continue with the configuration > Click “Continue”!

2. Add Synchronization Settings

3. Connect GetMyInvoices and DATEV

Authorize GetMyInvoices access to your DATEV account, using your chosen authorization process – in this case, via the SmartLogin App on your smartphone and the scan of the depicted QR code in the time window.

3. Connect GetMyInvoices and DATEV

4. Add Synchronization Account

Add a name for the synchronization account > Choose the DATEV client > Choose whether the transfer is to happen automatically or not > Fill in the other fields as they appear and define whether all or just selected documents should be synchronized > Click “Save”!

4. Add Synchronization Account

5. Begin DATEV Transfer

If you chose the automatism, the transfer will take place automatically. Otherwise, the synchronization has to be started manually every time. To do this, choose in the menu “Synchronization” the DATEV account > Click “Begin DATEV Transfer” and login to DATEV when requested, using your chosen authorization process!

5. Begin DATEV Transfer

6. Finalize Integration

Within a few minutes, you can see the synchronization information in the main menu and in DATEV Unternehmen Online.

6. Finalize Integration

GetMyInvoices simplifies document import in DATEV Unternehmen Online

DATEV Unternehmen Online is a programme for the exchange of receipts, data and documents between enterprises and tax advisors. It creates individual collaboration options using the DATEV cloud. DATEV Unternehmen Online comprises different components, which can be compiled needs-based by the tax advisor with his respective client. Thus, it is possible to exchange receipts and documents for financial and payroll accounting (e.g. incoming and outgoing invoices, employment contracts, sick certificates, etc) online.

With GetMyInvoices, the laborious gathering, sorting and transferring of documents belongs to the past – because GetMyInvoices compiles receipts from different sources automatically and uploads the required documents via the DATEV interface with just a mouse click or autonomously straight into your DATEV account. To enable the DATEV import, ask your tax advisor to activate DATEVconnect online! If you don’t own it already, you will also need DATEV mIDentity compact or DATEV SmartLogin (we would recommend the latter).

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