DATEV Export

Overview

Booksmate has two DATEV options on the Exports page, both part of Booksmate's export options:

DATEV One-Time Export — download a monthly ZIP your tax adviser imports into DATEV Unternehmen online with Belegtransfer.
DATEV (Upload Mail) — email new invoice PDFs automatically to your DATEV Upload Mail address.

Requirements

A DATEV account — with document uploads by email enabled for Upload Mail, or DATEV Unternehmen online with Belegtransfer for the monthly ZIP.
The DATEV upload email address for the intended company (Mandant). If you do not know it, ask your tax adviser.
An email address you can access to complete DATEV's sender verification.

Set up DATEV

One-Time Export (ZIP)

Open Exports in the Booksmate desktop app.
On the DATEV One-Time Export card, click Settings (or Set up).
Choose SKR03 or SKR04 (the chart your tax adviser uses).
Load the starter account list or upload a CSV with code and name columns.
Pick a default expense account. Optionally map frequent vendors to accounts.
Click Save.

Upload Mail (automatic)

On the DATEV card, click Connect DATEV.
Enter your DATEV upload address (the one for the intended company).
Copy your unique Booksmate sender address (each organization gets its own) and add it as an approved sender in DATEV Upload Mail.
Send a test PDF from Booksmate to check the path works.

Verify the sender: DATEV may email a verification link to your unique Booksmate sender address before accepting documents from it. Booksmate forwards that email to the address you choose in setup (defaults to your login email). Open the forwarded message and complete DATEV's verification steps.

How it works

One-Time Export builds a monthly ZIP containing the DATEV XML plus the invoice PDFs, which your tax adviser imports with Belegtransfer.
Upload Mail emails each new document to your DATEV upload address as its own PDF attachment.
Documents already exported are skipped, so nothing is sent twice.
Chart of accounts settings stay shared between the one-time ZIP and Upload Mail cards.

Exporting documents

Bulk export

On the DATEV One-Time Export card, click Export, pick the calendar month, review how many documents are ready / PDF-only / blocked, then click Download DATEV ZIP. Give the ZIP to your tax adviser (or import it yourself with DATEV Belegtransfer). Do not unzip it first.

Individual export

With Upload Mail connected, new invoices are emailed automatically — nothing to click. PDFs larger than about 3.7 MB are skipped and flagged.

Managing the connection

When connected, the DATEV card shows Sending to <upload address>.
Use Pause / Resume on the card to control automatic Upload Mail.

Tip: Credit notes and simple receipts export as PDF-only in this version so nothing is lost. Structured credit-note bookings come later.

Troubleshooting

DATEV does not accept the invoices — confirm the recipient is the correct upload address for the intended company, and that the Booksmate sender address is verified in DATEV.
The verification email does not arrive — check the forwarding address in setup, check your spam or junk folder, and request a new verification email from DATEV once the address is corrected.
An invoice is missing — check the export status in Booksmate, check the unprocessed-documents area in DATEV, and confirm the document's type is included.

Security

Invoice PDFs pass through Booksmate's email service only while they are being forwarded and are not stored there.
The recipient and verification-forwarding addresses are encrypted with the rest of your organization data.
All connections use HTTPS/TLS. See the Security & Privacy guide.

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