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DATEV Set up in DPO

To connect DPO and DATEV, you need the DATEV Unternehmen online and DATEV Buchungsdatenservice applications. If these two programmes are active under your “Beraternummer”, they can set up the connection in DPO.

Connect DPO with DATEV

To connect DPO with DATEV, the following applications are required:

DATEV Unternehmen online
DATEV Buchungsdatenservice

Once both applications are activated under your consultant number, the connection can be configured in DPO.

Follow these steps

Step 1: Open DATEV Settings

Open: Settings → DATEV

Step 2: Connect to DATEV

Click: “Connect with DATEV”

This starts the connection process and allows DPO to exchange data with your DATEV account.

Step 3: Sign in to DATEV

After clicking “Connect with DATEV”, you will be redirected to the DATEV website.

Sign in using your DATEV credentials
Confirm the connection

DPO will automatically reopen afterward.

Step 4: Select Consultant and Client Number

Choose:

the desired consultant number
the correct client number

for the connection between DPO and DATEV.

Step 5: Confirm the Connection

After the successful login, the active DATEV connection will appear under:

Settings → DATEV

Step 6: Define Fiscal Year and Account Length

Define:

the start of the fiscal year
the required account length (e.g. SKR03 or SKR04)

Important: The fiscal year start must match in both DPO and DATEV. Otherwise, invoices cannot be exported.

Step 7: Export Invoices

Below the active DATEV connection, you will find the section: “Create New Export”
Click: “+ Request Now”

All approved invoices will then be displayed.

Step 8: Complete and Review the Export

Click: “Export Batch” to start the export.

You can export:

all invoices
or only selected invoices

Under: “Session Details” you can review which invoices were successfully exported.

Step 9: Transfer to DATEV

After the export:

invoice PDFs are automatically transferred to the DATEV company folder
booking records are sent to the DATEV data center

The data will then be available in the DATEV Arbeitsplatz.

Note About the DATEV Integration

The DATEV integration assumes that invoices have already been fully reviewed and approved in DPO.

For this reason, DATEV Unternehmen online is currently mainly used for:

transferring booking records
storing PDF invoices

An additional approval process inside DATEV would create duplicate review steps and unnecessarily slow down the workflow.

Alternatively, the process can be configured so that approved invoices are automatically made available to the tax advisor within the DATEV client after export.

This requires corresponding settings in DATEV Unternehmen online.

Fetch the invoices in DATEV and prepare them for posting

Step 1

Open your client in the workspace (DATEV Arbeitsplatz).

Step 2

Go to “Add client” (Mandanten ergänzen) and retrieve the data from the data center (Rechenzentrum).

Step 3

Click: Import

Wait until the message confirms that the data was successfully imported.

Step 4

Wait until the data has been retrieved, then go to Post documents (Belege buchen) and click on Add

Missing Invoices in DATEV

If an invoice is missing during the import, even though it was successfully exported from DPO to DATEV, it may be because the supplier used in DPO does not yet exist in DATEV.

In this case, DATEV will display an: