Accounting
Configure accounting integration and export data to external accounting software.
Accounting settings enable integration with various accounting programs. Export invoices, payments, and contacts automatically, or create exports in DATEV format for your tax advisor.
DATEV Export
Export in DATEV format for German tax advisors:
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Advisor and Client Number - Configure DATEV advisor and client numbers for export
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Account Numbers - Set revenue and expense accounts for booking allocation
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Tax Codes - Map tax rates to DATEV tax codes
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Create Export - Export invoices and payments for a time period as DATEV CSV
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Contact Master Data - Export contacts as DATEV master data
Lexoffice
Integration with Lexware lexoffice:
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Connect - Set up OAuth connection to lexoffice with one click
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Invoice Sync - Automatically transfer invoices to lexoffice
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Contact Sync - Synchronize contact data between PlanDocket and lexoffice
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Tax Mapping - Map PlanDocket tax rates to lexoffice tax categories
SevDesk
Integration with SevDesk accounting:
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API Key - Enter SevDesk API key in accounting settings
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Invoice Export - Transfer invoices to SevDesk with correct account allocation
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Contact Export - Export contacts and companies to SevDesk
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Test Connection - Run test connection to SevDesk to verify configuration
QuickBooks
Integration with QuickBooks Online:
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OAuth Connection - Connect QuickBooks account via OAuth 2.0
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Invoice Sync - Automatically transfer invoices to QuickBooks
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Tax Mapping - Map PlanDocket tax rates to QuickBooks tax codes
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Disconnect - Securely disconnect OAuth connection and revoke tokens
Xero
Integration with Xero accounting:
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OAuth Connection - Connect Xero organization via OAuth 2.0
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Invoice Sync - Automatically transfer invoices to Xero
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Contact Sync - Synchronize contacts between PlanDocket and Xero
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Tax Mapping - Map PlanDocket tax rates to Xero tax accounts
E-Invoices
Electronic invoice formats:
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XRechnung - Generate invoices in XRechnung format for German public sector clients
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ZUGFeRD - Create hybrid PDF/A-3 invoices with embedded XML data
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Routing ID - Configure recipient routing ID (Leitweg-ID) for XRechnung
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Validation - Automatic validation of e-invoice before sending
Invoice Export
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Select Period - Select invoices for a specific time period for export
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Start Export - Start export to the configured accounting provider
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Export Log - View history of all exports with status and error messages
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Download - Download DATEV exports as ZIP file
Tips
- Test the connection after setup using the "Test Connection" button
- Configure tax mapping carefully before running the first export
- DATEV exports can be imported directly by your tax advisor into DATEV
- For e-invoices to German public sector clients, XRechnung format is required
Notes
- Accounting integrations require the corresponding feature flags
- OAuth connections (Lexoffice, QuickBooks, Xero) may need to be renewed occasionally
- Exported invoices are marked as "exported" to prevent duplicate exports