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Overview

This page describes the monthly path through DATEV Unternehmen Online: you export the account-ledger view as CSV and upload the file to Fyvel. An overview of every import path is on Uploads.
This path requires that you have access to DATEV Unternehmen Online. Only then can you control the report settings that this import depends on. If the tax advisor creates the export, the wrong files often come back: a PDF, the old account-ledger view, a full-year view, or an export without creditor and debtor accounts. If you work without your own access, the GDPdU year upload is the more reliable path, because the format is standardised.
To export the personnel cost overview as CSV (for upload on the Personnel costs page in Fyvel), see Personnel costs. The accounting import in Fyvel is based on a report provided in DATEV Unternehmen Online: “Kontoblatt (neue Ansicht)” (account ledger, new view). This view is often not enabled by default, but the tax advisor can turn it on without difficulty.
Navigation in DATEV Unternehmen Online to the account-ledger view

Find the DATEV account-ledger view

Account ledger, new view, in DATEV Unternehmen Online

DATEV account-ledger view

Important: The old view only produces PDFs and is not usable in Fyvel.

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DATEV report settings

The view is easy to configure. Keep in mind:
  • The settings are per user and may need to be set separately for each user.
  • The settings stay saved after you log out.
First configuration step for the DATEV account-ledger view

Settings step 1

Second configuration step for the DATEV account-ledger view

Settings step 2

Third configuration step for the DATEV account-ledger view

Settings step 3

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Language of the DATEV interface

Fyvel expects the account-ledger export from the German DATEV interface. If DATEV is set to English (or another language), the CSV structure changes: typically the second row is a run of semicolons (;;;;;;) instead of a blank line. Those files cannot be processed.
  1. Set the language in DATEV to German.
  2. Sign in again so the setting takes effect.
  3. Export the account ledger again and upload the new file to Fyvel.
Screenshot to follow. An image of the DATEV language setting will appear here.

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Download the data

Use the export button in DATEV to download the data. Check the following:
  • Choose CSV rather than PDF
  • Select all accounts, not only general-ledger accounts. Creditor and debtor accounts must be included, otherwise the import fails because bookings point at missing offset accounts.
  • Download by month, not a full-year view
  • Use the German DATEV interface
Selecting a month in the DATEV account-ledger view

Select one month

Exporting an account range as CSV in DATEV Unternehmen Online

Export an account range as CSV

Note: DATEV shows the account with the lowest number by default, often a fixed-asset account with no monthly bookings. In that case some months appear greyed out. Choose an account such as “Lohn und Gehaltsverrechnung” (payroll clearing) that is posted to every month.

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Upload in Fyvel

  1. In Fyvel, open the Uploads page.
  2. Drag the CSV files into the upload area. You can upload up to 12 files at once.
  3. Fyvel processes the files in the background. You see the status in the upload table.
After successful processing, the transactions, accounts, and balances are available in Fyvel. Tip: When reporting for April, for example, it is worth uploading January through March again, because retrospective bookings are common. If you upload each month separately, you can see on Mapping exactly which bookings were added. That is a strong basis for understanding the accounting process.

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Common error messages