Synchronize your transactions between DATEV Unternehmen Online and your Qonto account conveniently and easily with our DATEV integrations.
In this article you will learn how to connect DATEV Unternehmen Online with Qonto and synchronize your transactions with the PIN/TAN procedure via FinAPI.
Which requirements are necessary to Connect your Qonto account to DATEV Unternehmen Online (DUO)?
You or your tax advisor have fully set up DUO for your business.
You have a SmartLogin, SmartCard or mIdentity for your login to DUO.
Who can use this DATEV integration?
All account holders, administrators and accountants can set up the DATEV integrations with Qonto.
This DATEV integration is available in all price plans.
How do I set up Qonto with DATEV DUO and FinAPI (PIN/TAN)?
1. Add your Qonto business account to DUO
Log in to DUO at duo.datev.de.
In the area Anwendungen, go to Stammdaten.
Now click on Unternehmensangaben on the menu bar on the left.
In the next window, go to the Bank tab.
Now click on Bankkonten and +Bankkonto hinzufügen. If you have several Qonto accounts (sub-accounts), please add them individually.
Enter your Qonto account details and click Hinzufügen.
Select Einstellungen Zahlungsverkehr below.
By clicking on Neu / Hinzufügen, you create an HBCI access for the previously created account connection.
A window now informs you about the third-party provider finAPI, which provides the banking interface. Now click on Weiter.
Now select the interface Access to Account (XS2A).
2. Establish an interface connection with Qonto
In the next window, enter your Qonto IBAN in both the field Anmeldedaten and the field Kontoreferenzen.
Then click Bankdaten abrufen.
3. Synchronize Qonto transactions
Go to the Stammdaten application and click Unternehmensangaben in the Stammdaten Online section. Select the desired account. In the field Einstellungen, go to the Umsatzabholung section and click Übernehmen.
Under the application Bank, go to Startseite Bank. Now start the synchronization. In the field Bankkonto, click on the Update button (two green arrows). Now your data will be transferred to DUO.
Select Kontoumsätze prüfen to check the “Auftraggeber-Bankverbindung” and the “Benutzer” again. Finally, click on Kontoumsätze holen.
Your transaction data has been successfully synchronized and you can now view it in your DATEV application.
Do you have questions about linking your account with DATEV or synchronizing your account transactions? DATEV Unternehmen online offers technical support and provides you with further information in the DATEV Help Portal.