Your first DATEV export
Connect your data, check one accounting month and prepare the files for your tax advisor.
Open TaxRouterHave your seller or payment account access ready. Ask your tax advisor for the DATEV consultant number, client number, fiscal-year start and accounting framework. You can connect your sources while you gather these details.
1. Choose the company
Sign in and create or select the company whose data you want to export. Tax-advisor workspaces manage client companies; open the client company before connecting its sources.
2. Connect your sources
Open Integrations and choose a sales channel or payment provider. Follow its authorization steps. A payment connection supplies payments; connect the sales channel as well when you need sales and product data. PayPal reporting permission may need to be enabled separately.
3. Import the accounting month
Choose the first month to synchronize in the integration settings. For a specific month, open Exports and continue that month’s setup. Under Sources, check that each required stream has finished. Connected means authorization exists; it does not mean every month has been imported.
4. Complete DATEV settings
In Settings, enter the tax and DATEV details agreed with your advisor, then review the accounting rules. Follow any missing-account or missing-product-cost links for your selected month. Do not guess account numbers or VAT treatment.
5. Review sources and accounting
In the month’s export workflow, inspect source completeness and run the accounting and reconciliation checks. Fix relevant gaps before handing over the files. A successful import with no transactions is different from a missing import.
6. Download and finalize
Download draft files to review them with your advisor. Once the month has ended and the data is checked, finalize it to create a fixed snapshot. Download the complete package or individual files. SFTP delivery is optional and is configured separately.
If you cannot continue
No sales appear
Check the selected month and connected source. Payment-only imports do not populate sales and product statistics. Wait for a running import or open Integrations to resolve a failed connection.
A provider needs permission
Use the provider’s reconnect or permission-check action in Integrations. For PayPal, enable reporting access and check again without replacing valid credentials. For questions about account access, contact us with the provider name; never send API keys or secrets.
The month is missing or not ready
Confirm the synchronization start month and that the required sources cover that period. A current month cannot be finalized before it ends. Importing periods before your subscription can create additional billable usage.
Costs or accounts are missing
Open Products or Master data to enter or upload purchase prices. Review accounting rules with your advisor. Return to the same export month and run the checks again.