How to synchronize attachments with the DATEV Belegbilderservice and Qonto?

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Qonto and DATEV. Synchronize your receipts with the DATEV Belegbilderservice.

Easily prepare your accounting in Qonto. Your receipts and invoices are automatically synchronized with DATEV, saving you time & energy. No more switching between Qonto, DATEV Unternehmen Online (DUO), and your tax advisor.

 

What are the prerequisites for connecting your Qonto account to the DATEV Belegbilderservice?

๐Ÿ‘‰ This integration is available for Smart, Premium, Essential, Business and Enterprise plans.

  • You or your tax advisor have fully set up DUO for your company.

  • The service "Belegfreigabe online" or "Belegfreigabe online comfort" has been set up for you by your tax advisor in DUO. Learn how your tax advisor can set this up in this DATEV guide. If you need further assistance, please contact your tax advisor.

  • For your login in DUO, you have a SmartLogin, SmartCard, or mIdentity.

โ—Important to know: The DATEV integrations are only available for customers with a German IBAN at Qonto.

To synchronize your transactions between Qonto and DATEV Unternehmen Online (DUO) as well, you need to set up the DATEV interface for transactions.
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You can learn how to set up the DATEV interface for transactions with finAPI (PIN/TAN) in this article.
Learn how to set up the DATEV transaction interface with RZ-Bankinfo in this article.


Who can use this DATEV integration?

  • All account owners, administrators, and accountants can set up the DATEV integrations with Qonto.

  • This DATEV integration is available for our Smart, Premium, Essential, Business, and Enterprise packages. Click here to learn how you can change your current tariff.

How do I set up the DATEV interface for attachments?

Go to the Integrations and Partners > Integrations section at the bottom left of the Qonto Web-App and click on DATEV Belegbilderservice. Just click on the application tile and connect.

 

 

Then please follow these steps:

  • Define your Authentication name

  • Authenticate with your DATEV login details

  • Enable Qonto to synchronize your attachments with DATEV by clicking "I agree."

  • Import your history by selecting the date from which you want to synchronize your attachments. Ensure you confirm your selection by clicking the checkmark โ˜‘๏ธ next to the date and then click the Finish button.

Your integration is now complete!๐ŸŽ‰ Your Qonto attachments will automatically be synchronized and added to DATEV Unternehmen Online (DUO) daily at 07:00 AM (GMT+1).

 

How do I disconnect the DATEV Belegbilderservice?

  • Click on the Connected button in the top right corner of your screen.

  • Then click on Disconnect the DATEV Belegbilderservice.

  • Finally, confirm your selection.

What happens if my attachments are not correctly imported into DATEV Unternehmen Online (DUO)?

  • If your attachment history from the selected date is not imported, you need to disconnect the DATEV Belegbilderservice from your Qonto account and set it up again by following the steps described above.

Will my attachments and transactions automatically match in DATEV?

  • There is no automatic matching in DATEV Unternehmen Online (DUO). Your tax advisor has the option to link attachments directly in the DATEV Unternehmen Online account to the corresponding transaction.

What files can be processed with the DATEV Belegbilderservice?

For your attachments to be synchronized with DATEV Unternehmen Online (DUO), your files must meet the following size and format criteria:

  • We recommend that the size of each attachment does not exceed 500 KB; the maximum supported size is 20 MB.

  • The format must be either JPEG, PNG, or PDF. Once you synchronize your documents with the DATEV Belegbilderservice, they will be converted into PDF files.

๐Ÿ‘‰Good to know: A low file size directly contributes to keeping your ongoing costs with DATEV Unternehmen Online (DUO) as low as possible. The maximum file size in a synchronization process must not exceed 20 MB.

 

How much access do DATEV and Riecken Webservice & Application GmbH have to my Qonto account data?

  • We do not share any of your data with Riecken Webservice & Application GmbH or DATEV without your explicit consent, which you can revoke at any time with a few clicks to stop sharing your data.

  • Riecken Webservice & Application GmbH is an official DATEV Marketplace member and a Qonto partner we rely on to ensure the smooth functioning of the integration.

๐Ÿค Need support? You have questions about linking your account with DATEV or synchronizing your account transactions? DATEV Unternehmen online offers technical support and provides further information in the DATEV Help Portal.
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If you have questions or need help, the Qonto Service Team is happy to assist you at any time via chat in your Qonto App.
โ€‹Find more help articles on the topic of partners and integrations here.

 

Troubleshooting / Problem Solutions

If you receive an error message or if the synchronisation of receipt images with DATEV is not working correctly, please follow these steps:

  • Ensure that you have the necessary access rights in DATEV, or the required permissions on the DATEV access medium (SmartCard, SmartLogin).
  • Your tax advisor needs to activate the necessary access rights for your account. Please contact your tax advisor and ensure that DATEV Unternehmen online is configured correctly for you.

If the problem persists, please send a screenshot of the error message and a description of the configuration steps you have taken in DATEV & Qonto to hallo@qonto.com. Our support team will check your connection with DATEV and assist you with the further setup.

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