The most common problems when integrating sevDesk and DATEV

Problems with the Integration of sevDesk and DATEV: Solutions for Your Business

Many companies and accounting firms use sevDesk and DATEV for their accounting. However, integrating both systems is not always easy. Problems often arise when the systems do not communicate properly with each other. Seamless integration is crucial to reduce workload and minimize sources of error. In this article, we show you how to overcome these hurdles and make your accounting efficient and error-free.

1. Data Compatibility: How to Avoid Errors

A common problem with the integration of sevDesk and DATEV is data compatibility. If the data formats or structures do not match, errors can occur during export from sevDesk and import into DATEV. Problems frequently arise, especially with specific booking accounts, tax assignments, and booking lines, as both systems manage their data differently.

Solution Tip: Before exporting data, ensure that all relevant fields are correctly mapped in both systems. Perform a data structure comparison to identify potential format differences early on. If possible, use import/export tools specifically developed for these systems, as they are often already adapted to common formats.

Another important point is checking the chart of accounts. It is advisable to reconcile the charts of accounts beforehand to ensure that all relevant booking accounts are correctly exported and imported.

2. Automation Gaps: Optimize Your Processes

Although sevDesk and DATEV offer an interface, it is not always fully automated. Manual post-processing is often required, which increases effort and creates potential sources of error. Even small discrepancies in the booking accounts can necessitate subsequent adjustments.

Solution Tip: Use automation tools and interfaces specifically developed for the integration of sevDesk and DATEV. These tools can significantly reduce effort and minimize error susceptibility. Furthermore, it is worthwhile to optimize workflows so that only a few manual interventions are required. Add-ons and integration solutions specifically tailored to these systems can increase the efficiency of the entire accounting process.

3. Faulty Data Transfer: Check Regularly

Another common problem is faulty data transfer. This primarily affects tax amounts, receipts, and other relevant booking information. In such cases, even small errors can have major consequences for tax returns and annual financial statements, potentially leading to costly corrections.

Solution Tip: Conduct regular checks and controls to identify errors early. Use automatic verification mechanisms that help identify errors such as rounding differences or incomplete data. Regular monitoring of transferred data and the creation of error logs can help ensure the accuracy of accounting.

4. Software Updates: Identify Problems in Time

Both sevDesk and DATEV offer regular updates, which often include new features or security updates. Unfortunately, these updates can sometimes impair the functionality of the interface, thereby interrupting data exchange. In many cases, adjustments are required to re-align the systems.

Solution Tip: It is advisable to monitor regular software updates and inform yourself about potential changes. Thoroughly test the systems after each update to ensure that the interfaces continue to function smoothly. It is recommended to integrate regular system tests into your workflow to ensure everything works correctly and no data is lost.

A good monitoring tool can help quickly detect updates and changes in the systems and react immediately.

5. Different Charts of Accounts: Coordination is Key

An often underestimated problem in the integration of sevDesk and DATEV is the use of different charts of accounts. While sevDesk often works with a predefined chart of accounts, many tax advisors customize their charts of accounts in DATEV. These differing charts of accounts can lead to discrepancies if they are not coordinated.

Solution Tip: To avoid errors, it is absolutely crucial that the charts of accounts are coordinated before starting work. Ensure that the same accounts are used for the same transaction in both systems. If necessary, adjust the charts of accounts or create a mapping that ensures accounts are correctly assigned in both systems.

6. User Rights: Check Correct Permissions

Incorrect or insufficiently configured user rights can lead to data export or import not functioning correctly. This can result in incomplete or incorrect bookings, which later become apparent in the balance sheet and require time-consuming correction.

Solution Tip: Regularly check that user rights are correctly set and that individuals accessing the systems have the appropriate permissions. Avoid granting too many users administrator rights and opt for a differentiated permission system. This ensures that only authorized employees can make changes and minimizes the risk of errors.

Conclusion: Successful Integration of sevDesk and DATEV

The integration of sevDesk and DATEV can offer many advantages but also some challenges. The problems mentioned – such as data compatibility, automation gaps, faulty data transfer, software updates, different charts of accounts, and user rights – can be overcome through careful preparation and regular checks. The devil is often in the details, and good preparation is needed for optimal implementation of such projects.

By implementing the right solutions and regularly monitoring the functionality of the systems, you can ensure error-free accounting and significantly increase efficiency. With a well-coordinated integration, you save time and avoid costly errors that could arise from manual interventions.

More about sevDesk and DATEV

If you would like to learn more about sevDesk features, visit the following link: sevDesk Features.
Learn more about DATEV solutions at: DATEV Solutions.