DATEV integration for your freight & transport software
With the DATEV Buchungsdatenservice in CargoWiz you hand booking data, master data and documents to your tax advisor or in-house accounting team automatically – no CSV export, no pivot tables, no media breaks.
Month-end stuck between Excel export and tax advisor
Many small and mid-sized freight forwarders and transport companies struggle with handing data over to accounting every month: invoices are created in the TMS, exported as CSV, sorted in Excel, mapped to accounts by hand and finally emailed to the tax office. PDF documents end up in DATEV Unternehmen online separately – if at all. Errors creep in at every step: mixed-up accounts, double bookings, missing documents. The tax advisor comes back with questions, the owner digs through folders, and month-end closing drags on for weeks. Cash discounts and overdue notices arrive long after the deadline.
DATEV Buchungsdatenservice straight from CargoWiz
CargoWiz supports the DATEV Buchungsdatenservice and transfers booking data as well as master data to DATEV Rechnungswesen automatically. Every outgoing invoice gets the correct booking logic with account, tax key and cost centre directly inside the TMS. One click – and every document for a period is handed over to DATEV including the booking record. The matching PDF invoices flow into DATEV Unternehmen online in parallel and are immediately available to your tax advisor. Customer master data stays in sync, so new debtors are never created twice. The result: your accounting is up to date every day, the tax advisor works efficiently, and you have a clear view of open items, revenue and cash flow at any time – without ever opening Excel.
The benefits at a glance
Booking data and documents land in DATEV automatically – no CSV export or manual upload.
Master-data sync prevents duplicate debtors and account chaos.
Books are up to date every day instead of a frantic week-long catch-up at month end.
Full overview of open items and cash position directly inside the TMS.
Closing the month in three steps
Create your invoices in CargoWiz from completed tours as usual.
With one click hand every document for a period over to the DATEV Buchungsdatenservice.
Bookings land in DATEV Rechnungswesen, PDFs in DATEV Unternehmen online – your tax office takes it from there.
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See the DATEV integration in action
In a live demo we'll show you how the Buchungsdatenservice works in your freight or transport business – concretely and with no obligation.