Setting Up and Using the DATEV Integration

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.

Setting Up and Using the DATEV Integration

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.

Connect DPO with DATEV

Step 1: Open DATEV Settings

1. Open: Settings → DATEV

Step 2: Connect to DATEV

2. 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)

Export Invoices to DATEV

Once the DATEV connection has been configured, approved invoices can be exported.

Step 1: Create an Export Batch

Under the active DATEV connection, click "Create Export Batch".

The invoices available for export will be displayed.

Step 2: Select the Batch Period
Define the period for the DATEV export.

Depending on your requirements, you can select:

• A specific month
• A custom period

The invoices in the batch will be transferred to DATEV for the selected period.

Step 3: Select Invoices
Review the invoices included in the batch.

You can export:

• All available invoices
• Only selected invoices

Step 4: Export the Batch
Once you have reviewed the batch, click Export Batch to start the export to DATEV.

Step 5: Review the Export
After the export, open Session Details to check the export result for the individual invoices.
Here you can identify which invoices were successfully exported and whether any invoices encountered an error.

What Is Transferred to DATEV?

After a successful export, the invoice data is transferred to DATEV for further accounting processing.

The DATEV integration is designed around invoices that have already been reviewed and fully approved in DPO before export.

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.

View the Transferred Invoices in DATEV

To view the transferred invoice PDFs:

1. Open DATEV.
2. Open the "Overview".

3. Select "Belege".

4. The invoice PDFs transferred from DPO are displayed here.

Working with Exported Invoices in DATEV

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

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:

• Import Protocol (Importprotokoll)

and ask whether invoices with errors should also be imported.

Important

If you select:

• “Import only correct booking records”

(Nur korrekte Buchungssätze übernehmen)
all invoices containing errors will be skipped and removed from the import.

How to Reimport the Invoice

To import the invoice again:

1. Revoke the invoice export in DPO
2. Sync/export the invoice to DATEV again
3. Repeat the import process in DATEV

The invoice will then appear again in DATEV and can be imported successfully again.

Questions or need help?
Our customer support is always available to help with any questions or setup assistance

Contact us
Email: support@digitalpurchaseorder.com
Support: +1 888 376 7254
Support Int'l: +44 20 331 88 338
Berlin Office: +49 (0)30 55 572 5956

Or book a personalized support call
We look forward to hearing from you.

Updated on: 03/09/2026