Thanks to this integration, accountants can easily connect their customers’ files with DATEV. This way, sales invoices, purchase invoices, expense receipts, and documents are automatically uploaded to DATEV using the corresponding document types, which you can configure in the integration settings.
Go to your accountant portal, open Settings → Integrations, and click Available on the DATEV tile. On the next screen, click Connect. You will then be asked to log in with your DATEV credentials.
After connecting with your DATEV credentials in the accountant portal, you can continue to install the integration for specific customer files linked to your accountant portal.
Note: Because of API limitations, new files can only be linked within the 11 hours following a successful login. Only the customer files that existed in DATEV at the moment of connecting can be linked with Billit. Delete and reinstall the DATEV integration in the accountant portal to link new customer files. Customer files that are already linked will remain linked, even if the DATEV integration is removed from the accountant portal.
After adding one or more customer files, their name and the expiry date of the connection with Billit will appear on the Integrations → DATEV screen in the accountant portal.
