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The connection to DATEVconnect online makes it possible to export invoices, credit memos directly to DATEV without having to save the files locally as PDFs and XMLs.
As soon as the app is opened for the first time under Administration → AppStore → DATEVconnect online click on "to the module", the login mask of DATEV appears. There, you must first log in.
If SmartLogin is selected, a QR code appears which can be scanned online with the app DATEV SmartLogin app can be scanned online.
In the app, after successful connection, the vouchers can be exported, by selecting the document type and the period and clicking on "Export".
The export is always only possible for a maximum of one month, i.e. start date and end date must have the same month of the same year. Normally, is exported from the first to the last day of the month.
For each export, an entry is created in the live table, which shows the exported period, timestamp and status. The status message shows the status for the transfer to DATEV Enterprise Online, but gives no feedback about the processing in DATEV itself, so also no error messages from DATEV. This info must be viewed in DATEV Enterprise Online.
Prerequisite: The DATEVConnect Online: Invoice data service 1.0 (previously DATEVconnect online) is required, otherwise the transfer will not work. Further information can be found here.