When exporting directly from Moss to DATEV Accounting, the receipts are not transferred. If the documents are also to be exported, we recommend using our interface to Unternehmen Online with document storage in DATEV Belege Online - 2-way synchronisation can still be used.
1. To export, click on Export in the overview and select what you want to export in one of the tabs.
2. Then select exactly what you want to export to DATEV (you can also use filter views, e.g. for the current month or the previous month, to export several elements together).
3. Once you have selected the items, a green box will appear with the words Export items.
4. In the side menu, select the batch to which you wish to export the transactions and click on Export in the bottom right-hand corner.
5. In DATEV Accounting, open the relevant client in the relevant financial year and select Batch processing on the left.
6. When processing the batch, you can either add to an existing batch or create a new batch.
7. In this example, we create a new posting batch for the card transactions in January 2024.
8. Once the batch has been processed, we can open it under Post Receipts.
You have completed the guide!🎉
We hope you enjoy Moss