DATEVconnect online enables simplified synchronization of invoices, cancellations, credit notes, journal entries, and debtors between Fynn and DATEV Kanzlei-Rechnungswesen.
Premium Addon
This integration is available from the Pro Plan onwards. To use the integration, please contact hi@fynn.eu
Important: The following values must be set under Settings > Accounting before starting the DATEVconnect online export:
Debtor Posting Accounts
Posting per Invoice Line Item
Fiscal Year Start
SKR Chart of Accounts
These settings are relevant for the DATEV Posting Data Service. If incorrect values are entered here, the export will fail. For precise information, please contact your tax advisor.
You can obtain the DATEV Consultant Number and Client Number from your tax advisor. The SKR Chart of Accounts is the standard chart of accounts you use in DATEV.
1
Enter DATEV Consultant Number and DATEV Client Number
Navigate in Fynn to the menu on the left side under Accounting > DATEV.
2
Click on Establish DATEV Connection
In the next step, you will be asked to enter your DATEV Unternehmen online login credentials. After completing the connection, you will be redirected back to Fynn.
3
Connection successfully established
You can now see whether the connection to DATEV was successfully established.
Important: Documents exported via the Posting Data Service have their postings finalized upon export.Important: Already finalized documents will not be exported again. This means that if a manual DATEV export is started as a Zip file and finalized there, they will no longer be available for the Posting Data Service.Important: Unpaid invoices are also transferred.
1
Navigate in Fynn to the menu on the left side under Accounting > DATEV.
2
Click on Start Export
In this step, you can select the year and the current month for which the data should be exported.
By clicking “Transfer Now”, the export will start. This may take a few minutes, depending on the number of documents to be transferred.
3
Export completed
After the export is completed, a summary of the transferred data is displayed. Here you can see the number of transferred invoices, cancellations, credit notes, journal entries, and debtors.
