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MOCO + DATEV
Send incoming and outgoing invoices to DATEV (DUO) with one click.
MOCO focuses on project business and offers simple accounting preparation that doesn't burden daily work. Booking suggestions are finalized in DATEV Unternehmen Online (DUO) by the tax advisor.
English image not yet available...5.0 out of 5.0 (29)
User rating for MOCO → DATEV integration
DATEV Marketplace, as of 07/05/2023
Benefits of the Integration
Send incoming and/or outgoing invoices to DATEV (DUO) with one click.
- Fewer Errors & Save Time/Costs
The tax advisor no longer needs to manually record each invoice for accounting. This reduces errors and saves time and costs. - Exported invoices are automatically locked
- Simple synchronous management of accounting and MOCO
No invoice is duplicated, none are forgotten.
The documents remain with the company
▶️ Tobias from MOCO presents the activatable accounting in this video
▶️ Tobias from MOCO presents the activatable accounting in this video
CSV Export
Manual Export & Import
With the file interface, DATEV format, transaction data can be imported into DATEV accounting. Detailed information is provided in the PDF document from DATEV: Scope of the DATEV format interface.
With the file interface, DATEV format, transaction data can be imported into DATEV accounting. Detailed information is provided in the PDF document from DATEV: Scope of the DATEV format interface.
The exported CSV (called "booking stack") is provided to the tax advisor along with the collected downloaded documents. The tax advisor imports the booking stack into DATEV (e.g., Kanzlei Rechnungswesen and DATEV Mittelstand Faktura with accounting).
Direct Transfer
With the direct connection to DATEV, MOCO offers the automatic transfer of invoice data including documents with one click.
With the API interface, DATEV Rechnungsdatenservice 1.0, incoming and outgoing invoices can be transferred to DATEV Unternehmen online as document images with invoice information from the partner solution without media disruption. The sent data can be further processed as booking suggestions in DATEV accounting.
With the API interface, DATEV Rechnungsdatenservice 1.0, incoming and outgoing invoices can be transferred to DATEV Unternehmen online as document images with invoice information from the partner solution without media disruption. The sent data can be further processed as booking suggestions in DATEV accounting.
Additional Benefits
- Flexibility: The accounting suggestions can be finalized by the accounting department.
- Time Savings: The data, including documents, are in the office at the push of a button.
- Security: The transfer is secured multiple times.
Setting Up the Connection
After selecting/setting up the accounting option, store accounts in consultation with your accounting department. MOCO is then ready for accounting export.
Activate Accounting Area and Store Accounts
For successful setup, please follow this guide exactly:
- Activation in MOCO, setup in DATEV, information on account setup
- We provide assistance here for error messages
English image not yet available...Workflow Export to DATEV
» Prepare and export incoming invoices (in MOCO "Expenditures")
» Prepare and export outgoing invoices (in MOCO "Invoices")
» Prepare and export outgoing invoices (in MOCO "Invoices")
General Information
MOCO is a DATEV partner and complements
Consultation from DATEV
To ensure a smooth setup, DATEV offers partner onboarding.
» Book an appointment
Support in Finding a Tax Advisor
Don't have a tax advisor yet and want to use the new accounting connection? Tax advisors who work with DATEV are listed here under Smart Experts.
Costs
There are no additional costs from MOCO.
