Accounting Exports & Integrations
After reading this article you'll know which accounting connections Univents offers, how to set up the DATEV journal entry export, and where to connect Bexio or lexoffice.
Univents gets your invoice data to wherever your accountant or accounting software needs it. This article covers the DATEV journal entry export in detail and links to the dedicated guides for Bexio (Switzerland) and lexoffice (Germany). It's for anyone who hands invoices from Univents over to their accounting.
Overview: which connection fits you
| Provider | For whom | What's transferred | Where to set up |
|---|---|---|---|
| DATEV | Tax advisors in Germany & Austria | Outgoing invoices as journal entries (EXTF-CSV) | Integrations → DATEV |
| Bexio | Customers with a Bexio account (Switzerland) | Contacts | via support, see Bexio integration |
| lexoffice | Customers with a lexoffice account (Germany) | Contacts & invoices | via support, see Connect lexoffice |
Set up your DATEV settings
The DATEV export is included from the Growth plan onward and doesn't replace your own accounting software — it produces the file your accountant needs to import into their practice software.
- Open Integrations in the left sidebar and switch to the DATEV tab.
- Under DATEV Credentials, enter your accountant's Consultant Number (7 digits) and Client Number (5 digits).
- Under Chart of Accounts, choose between SKR 03 and SKR 04 and set the Account Number Length (4–8 digits) and the Fiscal Year Start.
- Under Default Accounts, enter the Default Debtor Account and the Revenue Accounts for 19% and 7% VAT — these are fallback values used when a contact or product has no account number of its own.
- Click Save Settings.
Confirm these values with your accountant before entering them — wrong account numbers cause back-and-forth when the file is imported into their practice software.
Export journal entries
- Under Export Journal Entries, choose the period using From and To (the default is the last full month).
- Click Download DATEV CSV.
- Univents downloads a CSV file in EXTF format and marks the included invoices as exported.
The export only includes finalized outgoing invoices with the status issued, sent, paid, or overdue — drafts are deliberately excluded. Canceled invoices aren't exported again, because the cancellation is represented by its credit note instead. Invoices already exported for the selected period are skipped by default; enable Re-export: include already exported invoices if you need to export again — coordinate with your accountant first to avoid duplicate entries.
If the consultant number, client number, or chart of accounts is still missing, Univents shows a DATEV settings missing notice at the top of the page.
Bexio and lexoffice
For Swiss customers with Bexio and German customers with lexoffice, Univents offers dedicated connections for contact and invoice syncing. Neither is currently visible directly in the menu for every workspace — reach out to our support team via the Help button in the app if you'd like to activate one of them. Workspaces that are already connected keep working as usual.
The full setup, including credentials, syncing, and disconnecting, is covered in the dedicated articles:
Frequently asked questions
Which invoices end up in the DATEV export? Only finalized outgoing invoices in the selected period (status issued, sent, paid, or overdue). Drafts and canceled invoices are excluded — a cancellation is represented by its credit note instead.
I only see an upgrade message on the DATEV tab — why? The DATEV export is included from the Growth plan onward. On smaller plans, Univents shows an upgrade notice there instead of the export function.
Can I export an invoice a second time? Yes, via the Re-export: include already exported invoices option in the export. By default, already-exported invoices are excluded so nothing gets booked twice.
Does Univents also support BMD NTCS or other Austrian accounting programs? The structured export currently covers the DATEV format (EXTF-CSV) — the most common standard in Germany and Austria. Ask your accountant whether they can import DATEV files, even if they work with a different program themselves.
Want to adjust invoice numbering series or pricing terms that also show up in the DATEV export? See Document numbers and pricing terms.