Transferring Accounting Documents to DATEV Unternehmen online

You have created accounting documents from booking details or expenses and checked them. Now you can transfer the accounting documents to DATEV Unternehmen online.

For the transfer to DATEV, the data is grouped by accounting month and accounting document type. A data transfer bundles all accounting document items of one accounting month and one accounting document type that are not yet assigned to a data transfer. Accounting document items of different accounting documents of the same accounting document type (purchase invoice, sales invoice or cash book) with the same accounting month (for example, January 2025) are transferred to DATEV in one data transfer. A finer split is not possible: for example, you cannot transfer a single accounting document item if, within the same accounting month, there are several accounting document items of the same type that have not yet been transferred to DATEV.

On the Data Transfers tab, you can transfer the accounting documents to DATEV Unternehmen online.

1. Click to open the App Launcher, and select JustOn Connector for DATEV.
2. Open the Data Transfers tab.

3. Click New.

   You can create a new data transfer only when no other data transfer is running in your org.

4. Log in to DATEV.

   This step is skipped if you are already authenticated in JustOn Connector for DATEV in the current browser session.

   1. Select your authentication medium.
   2. Grant the permission to access DATEV Unternehmen online.

   Using single sign-on (SSO) solutions may cause problems with the DATEV login. If you have questions about this, contact JustOn Support.

5. Select the client for the data transfer and click Continue.

   

6. Specify the account length and click Continue.

   This step is skipped if the account length is stored in the client settings.

7. Select the accounting month and the accounting document type for the data transfer and click Continue.

   

   Accounting months that contain accounting documents not yet transferred are marked with a black star. The list of accounting document types includes only the types for which accounting documents not yet transferred exist for the selected year and accounting month. The number of accounting documents not yet transferred is shown in parentheses next to the respective accounting document type.

8. Specify the target folder at DATEV.

   This step is skipped if a target folder for the selected accounting document type is stored in the client settings.

   

   You can choose from the invoice folders (for purchase and sales invoices) or cash books (for cash documents) that are set up in DATEV Unternehmen online. You can save the selected target folder as the default for future data transfers. It is then stored in the client settings, where you can also change or remove it again.

9. Click Continue.

   This starts the data transfer to DATEV Unternehmen online.

10. Click Refresh Status, then click Confirm.

    A data transfer always remains in the status that was last actively retrieved – after the start, this is Open. Refresh the status of the data transfer manually until the DATEV status shows Finished.

    In the details of the data transfer, you can see all transferred accounting document items in the Accounting Document Items section and all transferred document images in the Notes & Attachments section.

    

    For details, see Data Transfer.