Why is this important?

At the end of the year, the new financial year should be available in DATEV Unternehmen Online so that everything runs smoothly. You can update the financial year and synchronize the connection with Moss by following these steps.

Step 1: Check the current financial year

Go to DATEV Unternehmen Online:
"Anwendungen" → "Stammdaten" → "Unternehmensangaben" → "Grunddaten Rechnungswesen".

Or go to "Anwendungen" → "Belege" → "Einstellungen" → "Rechnungsordner"
Check whether the current financial year is available in the folder.

💡 Note: Even if the financial year has already been changed in the bank journal, it must be transferred to the receipts section.
If the current financial year is not visible, continue with step 2.

Step 2: Perform annual takeover

Go to: "Anwendungen" → "Belege" → "Jahresübernahme".
Select the next available year and confirm the takeover.
Repeat this process until the desired financial year (e.g. 2025) is available.

Step 3: Check and sync the financial year

Navigate again to "Grunddaten Rechnungswesen" and make sure that the current financial year is selected in the folder.
The next time you export from Moss, the financial year will be resynchronized and will then also be up to date in Moss.

Financial year incorrectly set in DATEV Unternehmen Online (DUO) - Here's what to do

In some cases the financial year in DATEV Unternehmen Online is accidentally set to a future year - for example 2025, even though entries are currently still to be made in 2024. This can mean that it is not possible to export from Moss, as there are no accounting periods available in the desired year.

Reason

DATEV DUO only allows one active financial year for posting. If an incorrect year (e.g. one that is too far in the future) is set, this can lead to problems - especially when exporting from Moss. Although it is possible to export to older years, it is advisable to delete any years that have been created too early or incorrectly in order to avoid complications.

Solution: Correct the financial year

The correction must be made by a person with the appropriate authorization (e.g. tax office).

Step-by-step guide

Sign in to DATEV DUO
Make sure that you have access to the client account with admin rights.
Navigate to the landing page "Belege"
On the right panel you'll find the following options:
- "Jahresübernahme durchführen"
- "Wirtschaftsjahr löschen"
Delete the incorrect year
- Select "Wirtschaftsjahr löschen".
- Delete the year (e.g. 2025) if it was set accidentally and does not contain any relevant bookings.
Transfer the correct year
- Next, select "Jahresübernahme durchführen".
- Create the correct year (e.g. 2024).

Note: There are no closed accounting periods in DATEV Unternehmen Online (DUO). All periods generally remain open.

However, in order to export accounting data from Moss, it is essential that the relevant target year has already been created in DUO. If the desired year (e.g. 2022) has never been set up in DUO before, it is not possible to export data to this year retrospectively. In this case, subsequent creation alone is not sufficient, as DUO does not accept retroactive exports from Moss. Therefore, please ensure that the target year has been set up in DUO in good time before you plan the export from Moss.

What happens if the incorrect year cannot be deleted?

If there are already entries in the incorrect year, the year cannot be deleted without further ado. In this case, you should consult with your tax advisor to determine whether a transfer or correction can be made directly in DATEV.

Problem	Solution
Incorrect year (e.g. 2025) is active	Delete the year and transfer the correct year
Correct year (e.g. 2024) does not exist	Create the new year via "Jahresübernahme durchführen"
Export to the old year (e.g. 2022) planned that was never created	No export possible - alternatively: Transfer in DATEV