How to connect with Datev Unternehmen Online
Connect your Klippa account to DATEV Cloud Services and enable the DATEV Unternehmen Online (DUO) accounting software integration. By connecting to your DATEV account, you allow Klippa to export expenses and invoices directly into your DATEV import folder.
Important: without these prerequisites it is not possible to connect Klippa with Datev Unternehmen Online (DUO). Please use the instructions below or consult your tax advisor to fix the below prerequisites.
Your user has administrator rights in DUO
Rechnungsdatenservice 1.0 must be enabled in your MyDatev client.
You must have the Belege Online (Cloud-Lösung) solution in DUO.
You must set your Bearbeitungsform for Lieferantenrechnungen on Erweitert. Please go to the Bearbeitungsform ändern page for an explanation how to change this setting.
Please see this article for a more elaborate guide including screenshots on how to fix these prerequisites.
Note: Only the administrator (a Klippa user with an admin role) can make the connection with DUO.
Make sure you are logged in to the Klippa Web App as a user with 'admin' rights.
In the left menu, navigate to Connections and then Company. You are now in the company account settings.
Click on Connections.
In this overview, look for Datev Rechnungsdatenservice and click on Connect with Datev (Rechnungsdatenservice).
Optionally, change the title of the integration, and then click on Connect, you will now be redirected to DATEV login.
Login to DATEV and grant Klippa temporarily permissions to read the necessary information by clicking "I agree". We use this permission to show you the list of companies to use in your integration in step 7. We advice to leave the "always grant the permission on this client" checkbox unchecked.
You now get redirected back to Klippa. Choose which Company you want to use in the integration and press Connect.
Now you get redirected to DATEV where you press I agree to grant us permanent access to this company.
You now get redirected back to Klippa. Please choose a name for the attachments folder where the documents you send to Datev will be stored. Press Save to complete the configuration between Datev & DUO.
Before you can start using the integration, please import all necessary DATEV financial data into Klippa. You can find how to do this in the following articles:
How to add or edit BU-Schlüssels
Prerequisites in DUO
Important: without these prerequisites it is not possible to connect Klippa with Datev Unternehmen Online (DUO). Please use the instructions below or consult your tax advisor to fix the below prerequisites.
Your user has administrator rights in DUO
Rechnungsdatenservice 1.0 must be enabled in your MyDatev client.
You must have the Belege Online (Cloud-Lösung) solution in DUO.
You must set your Bearbeitungsform for Lieferantenrechnungen on Erweitert. Please go to the Bearbeitungsform ändern page for an explanation how to change this setting.
Please see this article for a more elaborate guide including screenshots on how to fix these prerequisites.
Connecting to DUO
Note: Only the administrator (a Klippa user with an admin role) can make the connection with DUO.
Make sure you are logged in to the Klippa Web App as a user with 'admin' rights.
In the left menu, navigate to Connections and then Company. You are now in the company account settings.
Click on Connections.
In this overview, look for Datev Rechnungsdatenservice and click on Connect with Datev (Rechnungsdatenservice).
Optionally, change the title of the integration, and then click on Connect, you will now be redirected to DATEV login.
Login to DATEV and grant Klippa temporarily permissions to read the necessary information by clicking "I agree". We use this permission to show you the list of companies to use in your integration in step 7. We advice to leave the "always grant the permission on this client" checkbox unchecked.
You now get redirected back to Klippa. Choose which Company you want to use in the integration and press Connect.
Now you get redirected to DATEV where you press I agree to grant us permanent access to this company.
You now get redirected back to Klippa. Please choose a name for the attachments folder where the documents you send to Datev will be stored. Press Save to complete the configuration between Datev & DUO.
Importing DATEV data into Klippa SpendControl
Before you can start using the integration, please import all necessary DATEV financial data into Klippa. You can find how to do this in the following articles:
How to add or edit BU-Schlüssels
Updated on: 17/06/2024
Thank you!