Choose the right DATEV export option

Pleo offers three ways to transfer accounting data to DATEV. The best option depends on which DATEV tool you (or your tax advisor) use: DATEV Unternehmen Online (UO), DATEV Kanzlei-Rechnungswesen (KR), or a DATEV CSV export.

Compare the 3 DATEV export options

• UO: Direct integration that focuses on transferring receipts and incoming invoices to DATEV’s document portal (posting typically happens later in KR)
• KR: Direct integration for posting in DATEV with the broadest feature support (multi-currency, reimbursements, vendor tagging)
• CSV: Manual file export (no direct integration), for setups where you can’t/don’t want to connect UO or KR

DATEV Unternehmen Online (UO)

DATEV Unternehmen Online (UO) is a digital portal where receipts and incoming invoices are collected and shared with your tax advisor. UO is typically not where the posting happens — bookkeeping is usually done afterwards in DATEV Kanzlei-Rechnungswesen (KR).

Best for

• Smaller companies without an in-house accounting team
• Companies working closely with a tax advisor who does the bookkeeping in KR

What you get

• A direct integration (data transfers automatically from Pleo to DATEV)
• Incoming invoices and receipts transferred and attached
• Tags can be mapped to KOST 1 and KOST 2 (cost centres)

Limitations

• Multi-currency export isn’t supported for UO (expenses are exported in EUR)
• No employee-based bookkeeping for reimbursements
• Creditors can only be recorded for invoices (not for card expenses)
• Posting text can’t be customised (it’s created automatically based on supplier, category, and employee)

Requirements

Your tax advisor must enable the following services for each client:

• Rechnungsdatenservice 1.0
• Kassenbuch Online
• For invoices only: set the document processing mode to Advanced and set the current fiscal year

DATEV Kanzlei-Rechnungswesen (KR)

DATEV Kanzlei-Rechnungswesen (KR) is the tool where the actual accounting posting happens. If you connect KR directly with Pleo, you can post without going through UO first.

Best for

• Larger companies with an in-house accounting team
• Tax advisors or external accountants who do the bookkeeping themselves
• Companies using multiple currencies
• Companies that need employee-based bookkeeping for reimbursement expenses

What you get

• A direct integration with full receipt transfer
• Multiple currency support (typically requires a separate account per currency)
• Employee-based bookkeeping for reimbursements
• Vendor tagging for card payments

Requirements

Your tax advisor must enable the following services for each client:

• Buchungsdatenservice
• Belegbilderservice Rechnungswesen

To connect, you’ll also need:

• Advisor number (Beraternummer)
• Client number (Mandantennummer)

DATEV CSV export

The DATEV CSV export is not a direct integration. Instead, you export a file in DATEV format from Pleo and manually import it into DATEV (or another tool that accepts DATEV CSV).

Best for

• Companies that don’t use DATEV UO or DATEV KR, but use another accounting tool that can process DATEV CSV
• Situations where a direct integration isn’t possible or isn’t wanted

What you get

• No prerequisites (available immediately)
• All postings in a standardised DATEV CSV format

Limitations

• Receipts are not attached automatically
• No support for invoices or multiple currencies
• No creditor postings for card expenses or reimbursements
• Cost centres are supported, but limited to one group/dimension

Which option is right for you?

How to set up your chosen option

• Set up the DATEV UO integration
• Set up the DATEV KR integration
• Export a DATEV CSV file