Articles on: Integrations

Datev Unternehmen Online: how to add or edit Kontos

Datev Unternehmen Online (DUO) does currently not support automatic synchronization of kontos to other systems.

Please consult your tax advisor to obtain the full Konto list. In this article we explain how you can add and edit Kontos, so that your kontos in Klippa are up-to-date.

How to add or edit Kontos in Klippa

Note: this action is only possible for a user with the finance role.

Make sure you are logged in to the Klippa Web App as a user with the "Finance" role.

In the left menu, navigate to Buchhaltungsdaten and then Konto. You are now in the overview of your accounts.

Click the Aktionen button at the top right of the table, then choose Daten importieren.

A new screen will appear where you can upload an XLSX or CSV file. In this screen you can also find various options for importing suppliers. They are explained below:

Update existing data: When this option is set to "No", the rows from the imported file are added to the existing list of accounts. If this option is set to "Yes", new accounts with a new account code will be added. For all yet existing accounts in Klippa with "code" that is the same a account code in the import file, the yet existing data in Klippa will be updated. If you want to update the current accounts, set this option to "Yes". Keep in mind that you cannot change the code of the accounts. If you only want to add new accounts, set it to "No".

Skip first row: When this option is set to "Yes", the first row from your file will be ignored. Choose this if your file contains column headings.

Tip: Download the sample file by clicking the Download example sheet button.

Tip: Do you want to make an existing accounts inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the account.

Upload the XLSX or CSV file containing your accounts. You do this by clicking the Click here to upload a file button and choosing the document.

Note: The code and name columns are mandatory to fill in. However, we recommend that you fill in all fields of the sample file.

Updated on: 17/06/2024

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