• Change the import settings on DATEV UO

  If you are not satisfied with the way receipts are exported from Spendesk to DATEV UO, you can make some changes to your import behavior in Einstellungen > Erweiterte Einstellungen. [](https://downloads.intercomcdn.com/i/o/392413965/ec5f443054ca143ce49daf87/60ad594d923d0d52a684dbab.png?expires=1777573800&signature=eccc2ffaf8ca6f02693164c82d7df5ab606c161a631adb04a7d0d52bWenig Leser

• Configure your DATEV UO chart of accounts, accounts and cost dimensions

  After connecting DATEV UO with your Spendesk account, you can start the configuration of your chart of accounts, tax and expense accounts, bank account but also KOST 1 and KOST 2, as well as supplier and employee accounts. You can simply follow the below steps and you should be then ready to export expenses and payments to DATEV UO. Step 1 - Configure your chart of accounts You should configure your chart ofWenig Leser

• Overview of QuickBooks Online native integration

  The native integration between Spendesk and QuickBooks Online allows you to have accurate data between your financial tools, and save time at month closing. ​ Spendesk pulls your master data when you connect to QuickBooks Online and finalize your initial configuration. The integration also provides control of this data in Spendesk to map your QuickBooks Online chart of accounts' settings with your Spendesk accounting setup and analytical fields. Important note: The integration is onlyWenig Leser

• Connect Spendesk to Xero

  Spendesk supports a native integration with Xero, allowing you to seamlessly export your payables and synchronize your accounting data. Prerequisites: You must be an Administrator in Xero; You must be an Account Owner or Controller in Spendesk; You must activate the two-factor authentication on Spendesk that is required by Xero to allow connection. Connection steps You can switch integration on your Spendesk account, and proceed with the initial configuration onWenig Leser

• Connect Spendesk to QuickBooks Online

  Spendesk supports a native integration with QuickBooks Online, allowing you to seamlessly export your payables and synchronize your accounting data. To access this integration with QuickBooks Online, you need us to grant you access beforehand. Please contact your Customer Success Manager or Account Manager. Prerequisites: You must be an Administrator in QuickBooks Online; You must be an Account Owner or Controller in Spendesk. Connection steps Once you have the featurWenig Leser

• Export expenses and payments to Xero

  You are now ready to prepare your payables on Spendesk and export them to Xero. Bookkeep your payables​ You can bookkeep your expenses using all of your familiar Xero accounts and values. Once you are ready to export your expenses to Xero navigate to Bookkeep > Export and select the desired period to export. When pushed to Xero, these expenses are created as Bills on Xero, with status 'Draft'. After reconciliation with the payment, the status is automatically changed to 'Paid'. ThiWenig Leser

• Overview of DATEV UO native integration

  The native integration between Spendesk and DATEV UO allows you to have accurate data between your financial tools, and save time at month closing. This integration applies to the software DATEV Unternehmen Online, but to simplify reading of this documentation, we will use the short version DATEV UO. ​ Spendesk enables you to push payables natively to DATEV UO and payments via CSV files (that you can then upload into DATEV ReWe for accounting purposes). Spendesk exports dataWenig Leser

• Export expenses to QuickBooks Online

  You are now ready to prepare your payables on Spendesk and export them to QuickBooks Online. Bookkeep your payables​ You can bookkeep your expenses using all of your familiar QuickBooks Online accounts and values. Once you are ready to export your expenses to QuickBooks Online navigate to Bookkeep > Export and select the desired period to export. Important notes: Spendesk exports recognized expenses - expenses that passed all configured approval flows and were prepared by fiWenig Leser

• Overview of NetSuite native integration

  The native integration between Spendesk and NetSuite allows you to have accurate data between your financial tools, and save time at month closing. ​ Spendesk pulls your master data when you connect to NetSuite and finalize your initial configuration. The integration also provides control of this data in Spendesk to map your NetSuite chart of accounts' settings with your Spendesk accounting setup and analytical fields. Main benefits of NetSuite native integration With this accounting inWenig Leser

• Error messages and solutions for DATEV UO integration

  When using our DATEV UO native integration, you may occasionally encounter error messages during the export process. These messages are designed to help you quickly identify and resolve issues with your accounting setup and prepared payables. Common reason types for export failures include: Authentication and connection errors Accounting settings errors Failed export errors How to resolve export errors For a comprehensive guide on setting up and troubleshooting your accounting integrWenig Leser

• Connect Spendesk to NetSuite

  Spendesk supports a native integration with NetSuite, allowing you to seamlessly export your payables and synchronize your accounting data. To access this integration with NetSuite, you need us to grant you access beforehand. Please contact your Customer Success Manager or Account Manager. Prerequisites: You must be an Administrator in NetSuite; You must be an Account Owner or Controller in Spendesk. SOAP Web Services and Token-based Authentication are both eWenig Leser

• Export expenses and payments to NetSuite

  You are now ready to prepare your payables on Spendesk and export them to NetSuite. Bookkeep your payables​ You can bookkeep your expenses using all of your familiar NetSuite accounts and values. Once you are ready to export your expenses to NetSuite, navigate to Bookkeep > Export and select the desired period to export. Before an invoice or a card purchase is exported, we check if the supplier is mapped to a NetSuite vendor. If such mapping is missing, then we do not attempt toWenig Leser

• Error messages and frequently asked questions on NetSuite integration

  When using our NetSuite native integration, you may occasionally encounter error messages during the export process. These messages are designed to help you quickly identify and resolve issues with your accounting setup and prepared payables. Common reason types for export failures include: Authentication and connection errors Accounting settings errors Failed export errors How to resolve export errors For a comprehensive guide on setting up and troubleshooting your accounting integrWenig Leser

• Export expenses and receipts to DATEV UO

  You are now ready to prepare your payables on Spendesk and export them to DATEV UO. Bookkeep your payables​ You can bookkeep your expenses using all of your familiar DATEV UO accounts and values. Once you are ready to export your expenses to DATEV UO navigate to Bookkeep > Export and select the desired period to export. Important notes: Spendesk exports recognized expenses - expenses that passed all configured approval flows and were prepared by finance. We do not create anyWenig Leser

• Export payments via CSV file using DATEV UO integration

  Payments are not exported automatically via our native integration with DATEV UO. To export your payments you need to use our CSV bank journal to upload settlements in DATEV via the Batch Processing module and automatically offset open positions. Important notes: It is possible to include settlements that have already been exported by checking the corresponding checkbox on Spendesk. Exporting payments with prepared payables On Spendesk, go to Settings and set up your SWenig Leser

• Export wallet loads to Xero manually

  This integration does not enable to push wallet loads from Spendesk to Xero. You have to add them manually on Xero. Process to manually export wallet loads In Xero, go to Accounting > Bank accounts and click on the bank account that you used to load Spendesk. Then click on the 'Reconcile' tab and link the wire transfer to your Spendesk bank account. ​ [![](https://storage.crisp.chat/users/helpdesk/website/-/9/0/1/f/901f13f7c0709800/6fbbdc5f-f9a8-4fbf-8cbe-d0a4f9_x9zyxWenig Leser

• Connect Spendesk to DATEV UO

  Spendesk supports a native integration with DATEV UO, allowing you to seamlessly export your payables and related documentary evidence. Payments have to be exported manually. Prerequisites: You have followed the prerequisites to use the DATEV UO integration; You must be an Account Owner or Controller in Spendesk. Connection steps In order to activate the integrWenig Leser

• Configure Spendesk to use NetSuite accounting setup

  Once your Spendesk account is connected to your NetSuite account, we will pull your master data from NetSuite and let you use it in Spendesk. Follow these steps in order to set up your analytical dimensions, bank account, bank fees account, expense accounts, suppliers and employees. Configuration steps After you successfully connected Spendesk to NetSuite you can follow these few steps to configure your accouWenig Leser

• Configure Spendesk to use QuickBooks Online accounting setup

  Once your Spendesk account is connected to your QuickBooks Online account, we will pull your master data from QuickBooks Online and let you use it in Spendesk. Follow these steps in order to set up your analytical dimensions, bank account and expense accounts. Configuration steps After you successfully connected Spendesk to QuickBooks Online, you can follow these few steps to configure your accountinWenig Leser

• Share receipts with tax consultants on DATEV UO

  After accounting data is provided for receipts, you can navigate to Belege bereitstellen ('sharing of receipts'). [](https://downloads.intercomcdn.com/i/o/392425890/2d3a0a0bbb763d937b793b5e/60ad54b5efe0d352b1a366df.png?expires=1777573800&signature=40532bfe97c59e45514f0ff213eccad755bc62a2418b10899ddb7b7ea61ed128&req=dyklEst7lYhfFb4f3HP0gAnCsPtYv8DBwnMnuQWRPQqQMwCQfiSCkNWenig Leser

• 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/10Wenig Leser

• Find a Spendesk expense on DATEV UO

  Receipts are exported from Spendesk to DATEV UO and they are enriched with accounting data. You can find these receipts in DATEV UO in the section Übersicht > Startseite Belege > Beleg erfassen. [](https://downloads.intercomcdn.com/i/o/392398974/02814923fb590fc071a03449/60ad56956327dc53b91adda6.png?expires=1777573800&signature=71133403f20b03230b7fcdfd34dfc8d373481fb90Wenig Leser