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Export Postings

1

Open Postings

Go to Postings > Exports.
Posting Exports
2

Set Up Export

Click the “Export Postings” button. A window opens where you can configure the export.
  • Consultant, Client: You can find the consultant and client number in DATEV. Alternatively, you can use fictitious numbers.
  • Account Length: The account length must match the length of the accounts in your accounting program.
  • Fiscal Year Start: The date when the fiscal year begins.
  • Export Period: Select the period for which you want to export the postings.
  • Include Open Invoices and Documents: Also exports postings from open invoices and documents.
  • Include Finalized Data: Also exports finalized postings including invoices and associated documents.
Export postings
3

Finalize Documents (optional)

Select the “Finalize Documents” option to finalize the postings. After this, the postings can no longer be changed and corrective postings will be created for any changes.
4

Start Export

Click the “Start Export” button. The postings will now be exported and can be downloaded after a few seconds. Please do not close the window in the meantime.
The export may take a few seconds, depending on the number of postings and the size of the files.
5

Completed

The export is complete. You can import the downloaded files into your accounting program.
With manual export, you have the option to download posting data (posting batch and master data), document images, and information in DATEV-compatible format and then import them into the accounting software.

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Import Postings into DATEV

To import the posting batch into DATEV Unternehmen-Online, follow these steps: https://apps.datev.de/help-center/documents/1005516 To import the posting batch into DATEV Kanzlei-Rechnungswesen, follow these steps: https://apps.datev.de/help-center/documents/1034038

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Posting Keys

When using DATEV, depending on your DATEV settings, it may be necessary to specify posting keys. These posting keys are automatically used when creating postings. To add a posting key for an account, add the posting key to the account number as follows: <posting key>.<account number>. Example
  • Account Number: 8400
  • Posting Key: 40
  • Result: 40.8400

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Tax Automation

For correct posting within DATEV, it is necessary to have automatic accounts set up for the revenue accounts. Otherwise, the corresponding VAT will not be posted correctly.

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DATEVconnect online

For automated transfer of postings to DATEV, you can use the DATEVconnect online integration.

Set up DATEVconnect online

Set up automatic synchronization with DATEV Kanzlei-Rechnungswesen.