Lexware offers a DATEV interface. With this, it is currently possible to upload the data in the DATEV format CSV.
This interface must be activated, if not already done. You can do this yourself in your Lexware software. The way to activate depends on your software (buchhaltung plus; financial office plus or Buchhaltung premium).
In the menu "Bearbeiten" you will find the item "Firma", or "Firmenangabe" from there you can activate the DATEV interface. A detailed instruction from LexSHOP GmbH & Co. KG we have linked for you here (only available in german).
Important: A complete account assignment in Candis is required for an import. For each entry line, a payable/receivable and expense/income must be stored.
Do you need help with the pre-account assignment?
Then take a look at our section "Pre-accounting with Candis"!
Here we explain everything about G/L accounts and accounts payables, cost centers, and booking keys.
How is the export executed?
First, you have to download the DATEV format CSV. (Click here for instructions)
How does the import into Lexware work?
After you have downloaded the DATEV format CSV on your computer, you continue in Lexware.
In Lexware you will find
the menu item "Datei" in the navigation bar at the top.
Then select the "DATEV-Schnittstelle" (DATEV interface) and the
"DATEV-Import-Assistenten" (DATEV import wizard).
Under the point "Auswahl" the source directory has to be defined, in which the DATEV format CSV generated by Candis has been saved.
The DATEV Import Wizard takes care of the rest.