Integrations with accounting software

I. Activation / authentication with Rechnungsdatenservice 1.0 (formerly DATEVconnect online)

Requirements to link Spendesk and Datev and authentication.

Written by Alexia Bourgeois
Updated over a week ago

II. Accounting settings

Pre-requisite: Follow the activation and authentication tutorial (part. I).

Written by Alexia Bourgeois
Updated over a week ago

III. Prepare and push payments to DATEV

Prepare, export, and view exported payments.

Written by Alexia Bourgeois
Updated over a week ago

Troubleshooting

Written by Alexia Bourgeois
Updated over a week ago

Set up DATEV connect online permissions from Unternehmen Online

Activate your permissions on Datev.

Written by Alexia Bourgeois
Updated over a week ago

(Old) Spendesk's DATEV XML export feature (2019)

This is a tutorial on how to use Spendesk along with DATEV Unternehmen Online with 6 steps.

Written by Margot Berg
Updated over a week ago

DATEV format requirements

Learn which codes are supported (Datev/Spendesk).

Written by Alexia Bourgeois
Updated over a week ago

Step 1: get ready to integrate with Xero

Create a new bank account in Xero to push your data to Spendesk.

Written by Margot Berg
Updated over a week ago

Step 2: connect and set up Xero

Connect your Xero account with your Spendesk account to push payments.

Written by Margot Berg
Updated over a week ago

Step 3: push your payments to Xero

Once your payments are prepared, you don't need to export them, but to push them to Xero.

Written by Margot Berg
Updated over a week ago

Step 4 : Import your account statements to Xero

Written by Alexia Bourgeois
Updated over a week ago

Troubleshooting Xero errors

It can happen that you encounter a couple of errors while pushing your payments to Xero.

Written by Margot Berg
Updated over a week ago

Our Spendesk-Xero integration (on Bookkeep 2.0) VS competitors'

Why our Xero integration will be a time saver for your teams.

Written by Alexia Bourgeois
Updated over a week ago

Set up Xero native integration

If you can't see Xero integration on your Settings>Accounting page, contact support@spendesk.com!

Written by Alexia Bourgeois
Updated over a week ago

Export purchases with Xero native integration on Bookkeep 2.0

How can users export purchases from Spendesk to Xero?

Written by Alexia Bourgeois
Updated over a week ago

How purchases are exported to Xero with the native integration on Bookkeep 2.0

Export various types of payments/payables and FX fees.

Written by Alexia Bourgeois
Updated over a week ago

Set up supplier accounts

V

Written by Victor Euverte
Updated over a week ago

Introduction to DATEV Unternehmen Online (Bookkeep 2.0)

Written by Alexia Bourgeois
Updated over a week ago

Set up tax accounts on DATEV - Bookkeep 2.0

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Written by Victor Euverte
Updated over a week ago

How to activate DATEV native integration - Bookkeep 2.0

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Written by Victor Euverte
Updated over a week ago

How to set up DATEV Kostenstellen mapping - Bookkeep 2.0

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Written by Victor Euverte
Updated over a week ago

Set up employee accounts - DATEV - Bookkeep 2.0

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Written by Victor Euverte
Updated over a week ago

How to export purchases to DATEV - DATEV on Bookkeep 2.0

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Written by Victor Euverte
Updated over a week ago

DATEV native integration - Manage export errors - Bookkeep 2.0

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Written by Victor Euverte
Updated over a week ago

Configure DATEV UO for Spendesk integration

Set up DATEV UO before using our Spendesk <> DATEV integration

Written by Alexia Bourgeois
Updated over a week ago

Set up your chart of accounts (SKR) and account length on DATEV UO

Written by Alexia Bourgeois
Updated over a week ago

Set up expense accounts

V

Written by Victor Euverte
Updated over a week ago

Find a Spendesk purchase on DATEV UO

Where to find the payment you just exported to DATEV

Written by Alexia Bourgeois
Updated over a week ago

DATEV - Set up bank fees account - Bookkeep 2.0

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Written by Victor Euverte
Updated over a week ago

Change the import behavior to DATEV

Change the way receipts are exported from Spendesk to DATEV.

Written by Alexia Bourgeois
Updated over a week ago

Share receipts with tax consultants

Learn to share receipts from DATEV.

Written by Alexia Bourgeois
Updated over a week ago

Creating a new accounting period

Know how to close an accounting period / Create a new one

Written by Alexia Bourgeois
Updated over a week ago

Get ready to integrate with Quickbooks (US customers)

Quickbooks integration - in a nutshell

Written by Alexia Bourgeois
Updated over a week ago

Connect to Quickbooks (US customers)

How to connect Quickbooks to Spendesk

Written by Alexia Bourgeois
Updated over a week ago

Set up your charts of accounts (US customers)

Connect and set up accounts (Settings > Accounting)

Written by Alexia Bourgeois
Updated over a week ago

Export data into Quickbooks (US customers)

What do we export into Quickbooks?

Written by Alexia Bourgeois
Updated over a week ago

Quickbooks views (US customers)

Spendesk Payables fall into the Expenses menu in Quickbooks. Check what it looks like!

Written by Alexia Bourgeois
Updated over a week ago