Most account transactions can be delivered digitally by the client.
The only question is, how can you format them to save yourself the time-consuming, expensive typing?
The new client
The new client arrives in March and you set up the data center connection with Datev. You only receive data from the moment of connection. The client can provide CSV or PDF account statements for the period prior to this.
>>> ConverterThe credit card
Providers of financial accounting software are regularly unable to import credit card transactions. This is possible with the converter.
The client can download a PDF statement or a CSV file from his bank portal for the credit card.
The annual mandate
The annual client arrives at the end of the following year and you have no bank data in the data center. However, he can still download PDF or CSV statements from the bank portal.
>>> KonverterThe "special" bank
The bank cannot be connected to the DATEV data center and does not offer a usable export either.
>>> ConverterThe new bank
Your client sends you the accounting documents at the end of the following month and you discover that he has been using a new bank account for two months.
>>> ConverterThe expensive bank
The client is a customer of a bank where the data center bank connection causes high set-up costs and high ongoing costs. He only has a few transactions on his bank account. The data center connection is uneconomical.
>>> ConverterThe foreign bank / IBAN
DATEV can only import German and Austrian IBANs. With our converter it is possible to convert all IBAN / banks so that the bank transactions can also be imported.
>>> ConverterThe "bad" bank
The bank provides importable formats as a bank. However, the data quality is so poor that the import via the converter provides better data. E.g. Qonto Bank.
>>> ConverterRead here how it works
Read more here. Further possible applications:
Which sales can still be converted and imported into financial accounting?
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