Through the integration of Qonto with DATEV, you can simplify your accounting while saving time and energy. Our integrations allow you to automatically synchronize transactions, receipts, and invoices between Qonto and DATEV, eliminating time-consuming manual tasks.
👉Important Note: All DATEV integrations are exclusively available for customers with German IBAN at Qonto.
If you are a new customer at DATEV, a setup appointment is recommended. Appointment bookings and further information are available at https://go.datev.de/partneronboarding-info.
What are the benefits of RZ-Bankinfo?
- Automatic retrieval and processing of bank data within the DATEV accounting software
- Seamless integration for automating the import of transaction data
- Automatic creation of booking suggestions
What requirements must be met for setup?
Requirements at Qonto
All users with the role Account Holder, Admin, or Accountant can set up the DATEV integrations with Qonto.
DATEV RZ-Bankinfo is available for our packages Smart, Premium, Essential, Business, and Enterprise. Click here to learn how you can change your current plan.
Requirements at DATEV
- the MyDATEV client registration including rights assignment and access medium and the ordering of DATEV Unternehmen Online have been successfully completed. This is usually done by your tax advisor.
- DATEV Zahlungsverkehr is installed and online operation has been started
- Access to the DATEV data center (SmartCard/mIDentity)
How do I set up RZ-Bankinfo?
👉Important Note: Please first complete all necessary steps on the DATEV side before continuing with the setup in Qonto.
Setup at DATEV
- Step 1: Set up bank connection in DATEV - Via Master Data → Company Information → Bank tab
- Step 2: Send data to DATEV data center - Set up master data and transmit to DATEV data center
- Step 3: Fill out participation declaration - Fill out automatically created participation declaration and save locally (do not submit to Qonto)
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Step 4: Set up automatic transaction retrieval in DATEV
DUO: Applications → Bank → Bank Connections → Transaction Retrieval tab → Select DATEV Data Center (DATEV RZ-Bankinfo)
Tax Advisor: Master Data → Properties → Account → Select DFÜ-Weg RZ-Bankinfo
Setup at Qonto - Establish connection in the Qonto App
- Integrations and Perks → DATEV Interface for RZ-Bankinfo
- Click on connect
- Confirm the complete DATEV setup
Done! 🚀 You have now set up RZ-Bankinfo with DATEV and Qonto.
Help, the connection doesn't work! Troubleshooting
Below you will find information about the most common sources of error.
The setup on the DATEV side is not correctly completed. Contact your tax advisor and clarify that the setup in DATEV has been completed completely and correctly.
Qonto connected first before master data was transmitted. Make sure that you first performed the master data transmission in DATEV together with your tax advisor before performing the setup in Qonto.
This guide is intended to help you set up the DATEV Rechnungsdatenservice 1.0 smoothly. It does not claim to be complete.
For further questions or clarifications, please contact your tax advisor or Qonto Support via chat in your app.