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MOCO + DATEV (DUO)
Transmit incoming and outgoing invoices to DATEV (DUO) with a single click.
MOCO focuses on project business and offers straightforward bookkeeping preparation that doesn't burden daily operations. Booking suggestions are then finalized by the tax advisor in DATEV Unternehmen online (DUO).
(English image not yet available)5.0 out of 5.0 (40)
User rating for MOCO → DATEV integration
DATEV Marketplace, as of 22.09.2024
Benefits of the Integration
Transmit incoming and/or outgoing invoices to DATEV (DUO) with a single click.
- Fewer Errors & Save Effort/Costs
The tax advisor no longer needs to manually record each invoice for bookkeeping. This reduces errors and saves effort and costs. - Exported invoices are automatically locked
- Simple synchronous management of bookkeeping and MOCO
No invoice is duplicated, none are forgotten.
The documents remain with the company
▶️ Tobias from MOCO presents the activatable bookkeeping in this video
▶️ Tobias from MOCO presents the activatable bookkeeping in this video
Direct Transfer
With the direct connection to DATEV, MOCO offers automatic transfer of invoice data including documents.
Using the API interface, DATEV Invoice Data Service 1.0, incoming and outgoing invoices are transmitted seamlessly as document images with invoice information from the partner solution to DATEV Unternehmen online. The sent data can be further processed as booking suggestions in DATEV accounting.
Using the API interface, DATEV Invoice Data Service 1.0, incoming and outgoing invoices are transmitted seamlessly as document images with invoice information from the partner solution to DATEV Unternehmen online. The sent data can be further processed as booking suggestions in DATEV accounting.
Additional Advantages
- Flexibility: The bookkeeping suggestions can be finalized by the accounting department.
- Time Savings: The data, including documents, is available at the push of a button in the office.
- Security: The transfer is secured multiple times.
Alternative: CSV export in DATEV format
Setting Up the Connection
After selecting/setting up the bookkeeping option, coordinate with your accounting department to store accounts. MOCO is then ready for bookkeeping export.
Activate Bookkeeping Area and Store Accounts
- Guide: Activation in MOCO, setup in DATEV, information on setting up accounts
- If problems arise: We provide assistance here for error messages
(English image not yet available)Workflow Direct 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")
Payment Info for DATEV
If you want to transfer the payment date to DATEV, export the invoices only after the payment is recorded. MOCO then transmits the payment date in the field "paidAt".
General Information
MOCO is a DATEV partner and complements
Consultation from DATEV
To ensure successful setup, DATEV offers partner onboarding.
» Book an appointment
Support in Finding a Tax Advisor
If you don't have a tax advisor yet and would like to use the new bookkeeping connection, tax advisors working with DATEV are listed here under Smart Experts.
Costs
No additional costs are incurred from MOCO's side.
