DATEV Belegbilderservice: How to export invoices from your Finom account?

This article contains detailed instructions for connecting and uploading receipts using the DATEV Belegbilderservice through FINOM accounts.

With the DATEV Receipt Service, you can upload receipts and documents to DATEV Unternehmen Online (Accounting System). This ensures that your tax advisor has direct access to the receipts and can manage your bookkeeping. The prerequisite is that your tax advisor has activated DATEV Unternehmen Online (DUO) for you and that you have linked DUO with your FINOM account.

First, you need to connect the DATEV Receipt Service to your FINOM account.

Contact your tax advisor and request their advisor number and client number under which your advisor manages you or your company. You will need this information during the setup process.

Additionally, you will need access to the DATEV SmartLogin (an app on your smartphone). This can also be obtained and set up through your tax advisor.

Once ready, log in to your FINOM account.

To connect DATEV to your account, follow these steps:

1. Log in to your Finom account and click on the name of your company in the top right corner. Choose Integrations

You can also access it directly via this link Integration Settings

2. You will be redirected to the Integrations Marketplace. Select DATEV (Belegbilderservice) to open the integration window.

3.Click the "Connect" button, and the DATEV user form will appear.

4. If you do not already have your Beraternummer and Mandantennummer, please contact your tax advisor to obtain them.

Enter the required information and click Continue.
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You will then see the following form:

Choose DATEV-Benutzerkonto and click Next. This will take you to the DATEV login page.

5. Enter your DATEV credentials and click Login. You will then see the permissions screen.

6. Review the permissions and click I agree.

You will be redirected back to Finom, where you can confirm that the connection was established successfully.

Your DATEV account is now connected to Finom.

To make sure the integration is working correctly, you can export a document to DATEV.

1. Open any document in your account, click on the three-dot menu, and choose “Export”

2. Select DATEV (Belegbilderservice) as the export destination and click "Export".

🎉 Your file has been successfully uploaded to DATEV.

Your tax advisor will find your receipt in the inbox of DATEV Unternehmen Online, which you previously set up.