> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Forward invoices to DATEV

> Set up automatic invoice forwarding to DATEV and use anny exports for DATEV Unternehmen Online.

anny can connect to DATEV in several ways: automatic email forwarding of invoice PDFs, monthly export schedules for DATEV Unternehmen Online, or CAMT.053 import as an account statement. This article explains how to set up each path.

## Automatic invoice forwarding to DATEV

With this method, every invoice PDF is transferred to DATEV automatically, one by one, in real time.

<Steps>
  <Step title="Create a functional mailbox">
    In your mailing system, create a dedicated functional email for invoices, for example `accounting@yourcompany.com`. It acts as an intermediate stop for forwarding to DATEV.
  </Step>

  <Step title="Set up automatic forwarding to DATEV">
    Set up automatic forwarding from the functional mailbox to your DATEV Upload Mail. You configure DATEV Upload Mail in the DATEV Help Center under "Set up DATEV Upload Mail".
  </Step>

  <Step title="Enable forwarding in anny">
    Open **Avatar** → **Account settings** → **Invoicing**. Enter the functional email (for example `accounting@yourcompany.com`) as the invoice email and set the attachment format to **PDF**.
  </Step>
</Steps>

<Tip>
  DATEV Upload Mail only works with confirmed email addresses. Because anny sends from a no-reply address, you need the detour through your own functional mailbox.
</Tip>

<Warning>
  In Google Mail (Gmail) you cannot automatically forward emails to another address without confirming the forwarding address first. In that case, use a different email provider for the functional mailbox.
</Warning>

## Use DATEV Unternehmen Online

For DATEV Unternehmen Online, the following monthly workflow is recommended:

<Steps>
  <Step title="Set up an automatic invoice export">
    Open **Export schedules** (menu bar → Exports, or directly via Account settings). Create a monthly export schedule for all invoices (status: paid, refunded, sent) as PDF to the desired email address or to the DATEV Unternehmen Online mail address.
  </Step>

  <Step title="Create an internal account in DATEV">
    In DATEV Unternehmen Online, create an internal account for anny and import all invoice PDFs there.
  </Step>

  <Step title="Add fee invoices">
    Once a month, upload the invoice PDFs for online transaction fees (Stripe/anny fees) to DATEV manually.
  </Step>
</Steps>

## CAMT.053 import as an account statement

For a complete integration we recommend the CAMT.053 import described in [Accounting with anny](/en/accounting). DATEV then treats the anny payment account like a regular bank connection with running balances.

## Check the result

After setup you recognize success when:

* For email forwarding: invoice PDFs appear automatically in your DATEV inbox
* For DATEV Unternehmen Online: the monthly export arrives as a ZIP with all invoices on the defined date
* For CAMT import: the account statement in DATEV shows opening and closing balance

## FAQ

<AccordionGroup>
  <Accordion title="Why can't I enter the DATEV Upload Mail directly in anny?">
    DATEV Upload Mail only accepts emails from confirmed sender addresses. Because anny sends from a no-reply address, confirmation is not possible. The detour through your own functional mailbox with forwarding solves this.
  </Accordion>

  <Accordion title="Which method is right for me?">
    For real-time individual documents, use email forwarding. For a structured monthly handover, use the CAMT.053 import (recommended) or the PDF batch export for DATEV Unternehmen Online.
  </Accordion>

  <Accordion title="Are cancellation invoices also forwarded automatically?">
    Yes. All invoices and credit notes (including cancellation invoices) are forwarded automatically as PDF if email forwarding is active.
  </Accordion>

  <Accordion title="Can I send the export to my tax advisor?">
    Yes. Under export destinations you can store any email addresses as recipients. The tax advisor then receives the monthly ZIP archive automatically.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="DATEV receives no invoices">
    Check the forwarding chain: 1) Is the functional email entered correctly in anny under Invoicing? 2) Is automatic forwarding from the functional mailbox to DATEV Upload Mail active? 3) Is the attachment format set to PDF?
  </Accordion>

  <Accordion title="Forwarding does not work with Gmail">
    Gmail requires confirmation of the forwarding address, which is not possible with DATEV Upload Mail. Use a different email provider (for example Microsoft 365) for the functional mailbox.
  </Accordion>

  <Accordion title="Fee invoices are missing in the DATEV import">
    anny/Stripe fee invoices are created separately and are not included in the automatic invoice export. Upload them manually once a month in DATEV, or use the CAMT.053 import, which contains fees as separate bookings.
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> * DATEV is not a native integration in the integrations menu, but an email-based workflow via invoice forwarding.
> * UI path for email forwarding: Avatar → Account settings → Invoicing → invoice email + attachment format PDF
> * Functional mailbox required (e.g. [accounting@company.com](mailto:accounting@company.com)), because DATEV Upload Mail only accepts confirmed senders (anny sends from no-reply).
> * Gmail limitation: forwarding requires confirmation of the target address, which is not possible directly with DATEV Upload Mail.
> * DATEV Unternehmen Online workflow: monthly PDF export of all invoices + separate upload of Stripe fee invoices.
> * Newer feature (hidden beta, July 2026): DATEV accounting exports directly from the admin area (scheduled or manual), delivers DATEV booking batches.
> * Export schedules are configured under: Export schedules
> * Related articles: Accounting with anny, (automatic) exports, Stripe Connect setup.