DATEV export
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  2. Setting up

Setup Nine steps to the first file.

Setting it up takes a few minutes. Have your tax firm's advisor and client number ready, and the accounts your tax advisor specifies.

  1. 1

    Install and open

    Install the plugin from the Shopware Store and open Orders › DATEV export in the administration. The entry point is the dashboard: for each tenant it shows whether it is ready, what was exported last and what is waiting for the next run.

    your-shop.com/admin

    Clients

    Most urgent first. Clicking a row shows that client in the cards below.

    ClientReadinessLast exportWaitingSchedule
    Muster Retail GmbHClient no. 55002Notices · 1none yet72all documentsDailynext: 15.09.2026
    Muster Handels GmbHClient no. 55001Ready15.09.202601.08.2026 - 31.08.20260since 01.09.2026Monthlynothing due
    Muster Digital UGClient no. 55003Readynone yet0all documentsOffruns by hand only
  2. 2

    Create the first tenant

    A tenant corresponds to one client at DATEV. The assistant asks for what DATEV needs in five steps: the tax firm with advisor and client number, the sales channels, bookkeeping with chart of accounts, fiscal year, account length and country, the revenue accounts and the booking method. Below every field it says what it does and what is usual; everything can be changed later.

    The "Create tenant" assistant at the chart of accounts and fiscal year step
  3. 3

    Map the accounts

    On the Accounts tab you set the revenue accounts per tax rate, the cash accounts per payment method and the debtor account. For the revenue accounts DATEV's standard accounts for SKR03 or SKR04 are suggested; debtor and cash accounts come from your tax firm.

    The Accounts tab with revenue accounts, the debtor account rule and the four ways to the debtor
  4. 4

    Maintain OSS if you use the OSS scheme

    If you use the One-Stop-Shop scheme, you switch on "OSS procedure active" on the Tax & OSS tab and enter one revenue account per destination country - or you use a collective account with a tax key. Both ways exist separately for goods and for electronic services. The tax rates come from your tax rules in Shopware. Without OSS the export books EU sales to private customers at the German rate like domestic sales.

    The Tax and OSS tab of a tenant with the state of its settings and the small-business switch
  5. 5

    Check the sales channels

    You picked the channels in the assistant; the Sales channels tab is where you change them later. A tenant exports exactly the sales channels that belong to it, and a channel belongs to exactly one tenant. Several companies in one shop each get a tenant of their own.

    The sales channels card on the tenant
  6. 6

    Check the readiness

    The readiness card on the dashboard lists what is still missing before the first export - an advisor number, a revenue account, a channel - and links straight to the place where you add it.

    your-shop.com/admin

    Readiness · Muster Handels GmbH

    Blockers: 1 · hints: 0

    What the next export needs - every line links to the fix.

    Tenant configuredConsultant no. 12345

    Sales channel assignedChannels: 2

    No revenue account for the tax rate 7 %. Documents with that rate cannot be booked - your tax advisor knows which account is right.Open tenant

  7. 7

    Run a preview and a test export

    On the Export page you pick the period - last month, current month or custom - and run the preview: documents, bookings and totals without a file being created. Then the test export: a real, complete file that locks nothing and can be repeated as often as needed.

    The preview of a period with key figures and every booking line, without a file
  8. 8

    Hand the test file and the handout to the tax firm

    Give the tax firm the booking batch of the test export and the handout - the Advisor info sheet (PDF) link is on the Export page. The firm imports on a trial basis and reconciles; the handout (in German, like the DATEV files) explains every convention of the file, from the header to the order of the import. The document packages come with the first binding export.

    The handout for the tax firm as a PDF
  9. 9

    Set up the scheduled export

    Once the test is agreed, you switch on the automatic export on the Export tab and set rhythm and hour - daily, weekly or monthly, in the tenant's time zone - plus the tax firm's email address. From then on the handover runs by itself; the history shows every run with its files.

    The schedule on the tenant with cadence and hour, in front of it the tenant list with the schedule per tenant
Good to know

What counts before the first export.

  • Orders from before the installation are fully included. The basis is the documents in Shopware, not a log starting on the day of installation.
  • A catch-up run over past months or a whole fiscal year is possible at any time, with no time limit and without the console.
  • The shop's system currency has to be the euro. Orders in other currencies go into the file with the rate and the base amount in euros.
  • A note on almost every setting tells you what it does. What the tax firm specifies - chart of accounts, booking method, cancellation method - you set the way it wants.

More in the manual

Accounts and debtors

Revenue, cash, shipping and voucher accounts, the four ways to the debtor and the cost centres.

Export and history

Period, preview, test export and export, the running run and the history.

All settings

Every setting on the tenant and the global switches, with default and effect.

Glossary

Booking batch, general reversal, freeze and the other words from DATEV and Shopware.