Transferring Bookkeeping Data to DATEV
Your organization's business may require to directly transmit bookkeeping data to DATEV. To support this scenario, JustOn integrates with JustOn Connector for DATEV, an add-on to JustOn for exporting accounting documents to DATEV Unternehmen online.
Data transfer to DATEV: Procedure steps
Once the data transfer to DATEV is set up, actually transferring the data from JustOn to DATEV Unternehmen online involves the following repetitive tasks:
Be aware that generating the DATEV-specific data records may take time – for 1000 booking details, allow about one hour.
Be aware that uploading the accounting documents to DATEV may take time. Depending on the amount of data you transfer, the access token may expire. In this case, restart the data transfer.
Transferring bookkeeping data to DATEV
To support the import of bookkeeping data in the DATEV accounting applications like Rechnungswesen pro, use the corresponding CSV export.
You transfer bookkeeping data on a booking period base. A booking period represents one month in bookkeeping. Booking periods are grouped by business entities. For further information about bookkeeping data in general, see Bookkeeping Data for Invoices, Bookkeeping Data for Payment Balances and Bookkeeping Data for Subscriptions.
- Open the Booking Periods tab.
- Click the name of the booking period you want to transfer to open the detail view.
Click Prepare DATEV Export, then click Continue to confirm and complete the operation.
This transfers the bookkeeping data recorded for the current booking period to JustOn Connector for DATEV.
After successful transfer, the booking details are marked as exported and can no longer be modified.
Change to JustOn Connector for DATEV DE to export the transferred data to DATEV Unternehmen online.