DATEV Rechnungswesen Einzelplatz is a software solution designed for businesses that want to manage their bookkeeping in-house. It enables your accounting team to record all business transactions, such as invoices and liabilities, prepare balance sheets and profit & loss statements, and monitor payments. All data is managed locally and can be exported in DATEV format (CSV) as needed, allowing you to easily share it with your tax advisor. This solution provides you with full control over your bookkeeping while allowing flexible collaboration with your accountant.
Steps to Perform Export for 'DATEV Rechnungswesen Einzelplatz - DATEV Format':
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Enter data for the initial master data setup for transfer and save it. Example: Client and advisor numbers.
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Configure the standard DATEV export settings you need. Example: Include or exclude 0 EUR entries, insert a test entry, etc.
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Set additional export properties per batch: Export of invoices and credit notes, liabilities, and accounts. Example: Allocation for Document Field 1, cost center field, etc.
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Export invoices & credit notes, liabilities, and bank accounts in DATEV format, and import them into DATEV via the "Batch Import" function, for example.
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Export the master data of your customers and suppliers (debtors and creditors) and import them into DATEV in DATEV format via the "Master Data Import" function, for example.
You can find all important information and step-by-step instructions on exporting data from Xentral to DATEV in the article Financial accounting export (DATEV Export Settings).