Step by step guide: Connect your SMACC account to DATEV

To successfully connect SMACC with DATEV it is important to complete each step listed. Please take your time and do the steps one after the other. Please note: You may need the help of your tax advisor if you do not have all the necessary permissions needed in DATEV.

  1. DATEV Unternehmen Online

    If you don’t use DATEV Unternehmen Online (DUO) yet you have to order this application first to connect SMACC with DATEV. The interface only works with the application Datev Unternehmen online. DATEV App Store

  2. DATEV Rechnungsdatenservice 1.0

    Get permissions for DATEV Rechnungsdatenservice 1.0. You can activate the Rechnungsdatenservice 1.0 product directly in the DATEV workplace. Follow the Datev instructions for activation Note: This step may need to be performed by your tax advisor. Permissions for Rechnungsdatenservice 1.0

  3. Activate advanced settings for incoming invoices in DUO

    • Settings supplier invoices
      • Open Datev Unternehmen Online (DUO)
      • Choose the category “Documents” Documents
      • Click on “Settings” Documents
      • The processing form for supplier invoices must be set to “extended” Documents
    • Settings master data
      • Open Datev Unternehmen Online (DUO)
      • In the “Applications” menu, select the “Master data” category Masterdata
      • Click on “Company details” Masterdata
      • The fiscal year, GL account length and chart of accounts need to be entered Note: The information must match the information in your SMACC company profile.
  4. Connect to DATEV

    Now start the connection process in SMACC in Settings -> Company -> Payment (Tab: DATEV Settings) by clicking on Connect Datev API

Note: If everything is setup correctly and SMACC connected to DATEV, following exports will be transferred automatically to DATEV, without the need to download and import the generated zip file.