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# Prerequisites to setup the integration with DATEV UO

Before using Spendesk's native integration with DATEV it is required to configure DATEV UO correctly before using Spendesk's native integration with DATEV.  
​

## Configuration steps on DATEV

Here below the steps to follow to set up DATEV cloud services and Rechnungsdatenservice 1.0, and set up DATEV connect online permissions from Unternehmen Online.

## Step 1 - Set up DATEV cloud services

First of all, you need to [set up DATEV cloud services](https://apps.datev.de/help-center/documents/1007329).

## Step 2 - Enable processing mode 'Erweitert'

Then, you need to [enable processing mode "Erweitert"](https://helpcenter.spendesk.com/en/articles/4291651-set-up-datev-connect-online-permissions-from-unternehmen-online). To subscribe to **Rechnungsdatenservice 1.0**, you should proceed with the processing form set up as '**Erweitert'** in DATEV UO.

In DATEV UO, customers can be created with two different processing forms: '**Standard**' or '**Erweitert**'. This provides different levels of permissions. If you want to learn more about **Rechnungsdatenservice 1.0** check out [this link](https://www.datev.de/web/de/datev-shop/betriebliches-rechnungswesen/rechnungsdatenservice-1-0/).

## Step 3 - Set up Rechnungsdatenservice 1.0

Third step is to [set up Rechnungsdatenservice 1.0](https://www.datev.de/web/de/datev-shop/betriebliches-rechnungswesen/rechnungsdatenservice-1-0/). As Spendesk uses Rechnungsdatenservice 1.0 to export data to DATEV, you will need to **subscribe** to Rechnungsdatenservice 1.0 **prior** to synchronizing Spendesk with DATEV.

**If you don't do the above, then you will experience connection issues when trying to synchronize Spendesk with DATEV.** It is also described in [our DATEV marketplace listing](https://www.datev.de/web/de/m/marktplatz/spendesk/) under **Schnittstellen**.

## Step 4 - Set up DATEV connect online permissions from Unternehmen Online

When using the DATEV connect online integration, Spendesk will require a specific set of permissions to be able to export invoices and receipts for you. If you don't have access to these permissions, you can follow this tutorial to activate them.

1. First, login to DATEV Unternehmen Online and launch the **Documents** application. Then, click on the **Settings** button at the top:

[![](https://storage.crisp.chat/users/helpdesk/website/-/5/2/b/7/52b72f3568ba6800/cb163461-6de9-43c3-b419-4b721f_9evvk1.png)](https://downloads.intercomcdn.com/i/o/dqepe2ly/2056271288/a0604c7ec3811bbde260c65c5320/step1.png?expires=1777573800&signature=184665d6a10b91a6f2f2f783067ff34682f73e7caeddc9e0635e34dbf02bc522&req=diAiEMt5nINXUfMW1HO4zUO52cQo2W6q%2BlfZsd6pVCjOXNehWCRMUm94fksA%0AbHZN%0A)

2.Then, navigate to the fifth menu item - **Bearbeitungsform** - in the popup that should open:

[![](https://storage.crisp.chat/users/helpdesk/website/-/9/b/3/d/9b3d80e37294d000/3775a8b8-1506-4623-8c26-ba8991_196cklv.png)](https://downloads.intercomcdn.com/i/o/dqepe2ly/2056271284/5031c34c6ae969742b32551b7400/step2.png?expires=1777573800&signature=31a3c75476be01491c6e10a5da4e310f643992e26b2a93a86609951166b5a67f&req=diAiEMt5nINXXfMW1HO4zTfvkD2hb3F7az0Ckt0bqsDVQoWwKx7bNMjCUIhB%0AXyPd%0A)

3. Click on **Bearbeitungsform andern**.

[![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/d/0/fed0bf7c71fce800/abed477c-462f-4993-beae-395c0f_nzfpks.png)](https://downloads.intercomcdn.com/i/o/dqepe2ly/2056271287/d35cab6951471ab0891e76ae0fe0/step3.png?expires=1777573800&signature=ed44398e7160362bfdae3f447cea5f235fc29efa7835fe25ec454bc6dceeb50d&req=diAiEMt5nINXXvMW1HO4zRMj%2FaoE86IxWJybNU4qRwMVFJJtSR0Xpdz%2Fq4XM%0AvOUU%0A)

4. From there, simply select the **Erweitert** option for both the **Lieferantenrechnungen** and **Kundenrechnungen** sections. Then, choose the **Ware, Leistung** option from their respective **Rechnungsordner** field. Finally, click on the **Weiter** button.

[![](https://storage.crisp.chat/users/helpdesk/website/-/a/8/0/e/a80e00b98fa51800/f034ab3d-4b9d-4fae-8203-d7dd96_objc14.png)](https://downloads.intercomcdn.com/i/o/dqepe2ly/2056271286/5dcbe5b9137ffcec0be6d4bdf54d/step4.png?expires=1777573800&signature=4c737d65b3f57e01ceb46bd359fcab67a027e41a662eb8dcc7afe46a3c5f3fa6&req=diAiEMt5nINXX%2FMW1HO4zWZrUkkNaMRU%2BUY2zZXTkNxeg510WWVMV9BkWvnJ%0AGY6V%0A)

[![](https://storage.crisp.chat/users/helpdesk/website/-/b/1/f/5/b1f5a794ce653800/f00f67ab-e7e9-414e-8e35-63506a_1oycli2.png)](https://downloads.intercomcdn.com/i/o/dqepe2ly/2056271285/b36a56f1f8c772107c5460ad3559/step5.png?expires=1777573800&signature=75201146c5375a0def0e4f4cb415c434ceaac70f9433de1689c9f73bd0cb2a63&req=diAiEMt5nINXXPMW1HO4zRqwnmagj13h6mwVRURYJ3386R95VNL3%2Fhuvtsid%0Aagxa%0A)

5. Finally, review the changes and click on **Weiter** and on the next screen **Fertig stellen**.

[![](https://storage.crisp.chat/users/helpdesk/website/-/b/4/9/2/b49263c8d0889800/c463d8a6-e7e0-47fe-95f6-e6ffcf_175qhcr.png)](https://downloads.intercomcdn.com/i/o/dqepe2ly/2056271283/ec149ca9d07f35102414dfa1bc4f/step6.png?expires=1777573800&signature=067eac0ce3f90594ff1bec22e4a0fdfd8fdbf6d286cc43ce3a1e3542a6da5e68&req=diAiEMt5nINXWvMW1HO4zQFcB7y2tBipUBwBHiPwo9ThJwDer%2Fk%2Bzt4qdbx5%0AkK5g%0A)

[![](https://storage.crisp.chat/users/helpdesk/website/-/e/b/a/5/eba53f15818dc000/0cd3ee09-c243-4c61-a52d-8764ed_ampteu.png)](https://downloads.intercomcdn.com/i/o/dqepe2ly/2056271290/ccbc4bcea532b5d5c934be81f9d0/step7.png?expires=1777573800&signature=123e81fd14b8234263585e7c415c8a0831ca3d39d173ef700928806043a507d4&req=diAiEMt5nINWWfMW1HO4zRvC5yACLf4xR6ZXwa0V4%2FwSi9f1%2F3PNq1ewoGQh%0AYoBK%0A)

6. You should be done. If you go back to the **Bearbeitungsform** settings page, you should now see both settings having the **Erweitert** option:

[![](https://downloads.intercomcdn.com/i/o/dqepe2ly/2056271292/9a8b22f78c0a75461a192cee33a7/step8_1.png?expires=1777573800&signature=d1fdd18b437b1b6b9b6f5528d0b00e3eac67c4a8e9647bcdf7c5422e199f4813&req=diAiEMt5nINWW%2FMW1HO4zWWeYSg3iaMVcoH1tdf6h4q4Y8VRuSqGLfkfV%2Bd7%0AsiXC%0A)](https://downloads.intercomcdn.com/i/o/dqepe2ly/2056271292/9a8b22f78c0a75461a192cee33a7/step8_1.png?expires=1777573800&signature=d1fdd18b437b1b6b9b6f5528d0b00e3eac67c4a8e9647bcdf7c5422e199f4813&req=diAiEMt5nINWW%2FMW1HO4zWWeYSg3iaMVcoH1tdf6h4q4Y8VRuSqGLfkfV%2Bd7%0AsiXC%0A)

## Contact DATEV customer support

If you have further questions related to DATEV specifically, you can contact DATEV dedicated support for your company's tax consultants that is free of charge, to help them set up DATEV UO for Spendesk native integration. They can book a time slot here: [https://www.terminland.de/datev-partner-onboarding/](https://www.terminland.de/datev-partner-onboarding/) and get in touch with DATEV directly.