Question: How to setup Qonto & DATEV with RZ-Bankinfo?

Answer: Synchronize your transactions between Qonto and DATEV Unternehmen Online or DATEV Kanzlei Rechnungswesen using our DATEV RZ-Bankinfo integration.  Activate automatic transaction retrieval by DATEV now and generate automatic booking suggestions. Save time and energy!   DATEV RZ-Bankinfo is a service that enables the automatic retrieval and processing of bank data within the DATEV accounting software. Setting up a connection ensures seamless integration and automates the import of transaction data for efficient financial management.   ☝️  IMPORTANT! Please set up RZ-Bankinfo in your DATEV application first and only AFTER THAT connect it via Qonto . Only then can we guarantee a trouble-free connection between Qonto and DATEV RZ-Bankinfo.   ☝️ The DATEV integrations are only available to customers with a German IBAN at Qonto.   To synchronize your attachments between Qonto and DATEV Unternehmen Online (DUO), you need to set up the DATEV Belegbilderservice integration. You can learn how to set up the DATEV Belegbilderservice integration in  this article. ​ You can also synchronize your transactions with DATEV Unternehmen Online (DUO) using FinAPI (PIN/TAN procedure). Find out how it works  here.   What are the prerequisites for setting up RZ-Bankinfo with DATEV for your Qonto account? You or your tax advisor use a fully configured DATEV accounting software (DATEV Unternehmen Online, DATEV Kanzlei Rechnungswesen).  You have DATEV Zahlungsverkehr installed on the computer from which data is to be transmitted, and the Zahlungsverkehr-Online operation has been started.  You have access to the DATEV data center (DATEV SmartCard / DATEV mIDentity).   Who can use this DATEV integration? All account holders, administrators, and accountants can set up the DATEV integrations with Qonto.  This DATEV integration is available for our  Smart, Premium, Essential, Business, and Enterprise packages.  Click  here  to find out how to change your current plan.   How do I set up Qonto with DATEV and RZ-Bankinfo? STEP 1 - Set up bank connection ​The bank connection is usually created when setting up a new client database in DATEV Unternehmen online. Alternatively, you can set it up later via  Stammdaten -> Unternehmensangaben -> Registerkarte Bank . You can find instructions on how to create a new bank connection in  this DATEV guide . ​   STEP 2 - Send your data to the DATEV data center Now you need to set up your master data and send it to the DATEV data center.    Usually this set-up is carried out via your tax advisor and is possible via the DATEV applications Kanzlei-Rechnungswesen, DATEV Mittelstand Faktura mit Rechnungswesen or DATEV Zahlungsverkehr. ​ A detailed DATEV guide for this step can be found  here  under Step 2.1. For further questions, please consult your tax advisor for setup. ​   STEP 3 - Fill and Save the declaration of participation Upon successful transmission of the data to the DATEV data center, DATEV automatically generates and displays a declaration of participation. ​ Enter the account holder according to the account information, print the document using a DATEV accounting tool, and save it locally.  You do not need to submit the Declaration of Participation to Qonto. ​   STEP 4 - Set up automatic transaction retrieval You and your tax advisor now habe the option to retrieve the transaction data directly in the DATEV accounting program via RZ-Bankinfo.   Setup for your tax advisor in DATEV Mittelstand Faktura, Kanzlei-Rechnungswesen, or DATEV Zahlungsverkehr Go to  Stammdaten , select the desired bank connection, and click on the  Eigenschaften -> Konto  button. Now choose the  DFÜ path RZ-Bankinfo  as the source for the account transactions.  Under  Eigenschaften -> Abholtermin , you can now select the desired retrieval frequency for the account statements and confirm with  OK . Setup transaction retrieval in DATEV Unternehmen Online Go to  Anwendungen -> Bank , click on  Bankverbindungen  , and select the set up bank connection with Qonto.​ Click on the  Umsatzabholung  tab and activate the " „Kontoumsätze abholen und im Archiv speichern“  checkbox. ​ Select  DATEV data center (DATEV RZ-Bankinfo)  as the retrieval method via the  DFÜ-Weg  and click on  übernehmen . ​ STEP 5 - Activate DATEV RZ-Bankinfo in the Qonto WebApp Navigate to  Integrations and Partners > Integrations  in the Qonto WebApp and click on  DATEV integration for RZ-Bankinfo .​ Click on the application's tile, then click on  connect .  ​ Now confirm that you have already fully set up DATEV-RZ-Bankinfo in DATEV  and accept the setup of Qonto and RZ-Bankinfo. ​ 🚀You have now successfully connected Qonto and DATEV RZ-Bankinfo!   You can find further information in these DATEV guides: ​ ​Setting up RZ-Bankinfo in DATEV ​ ​DATEV Bank online Automated transaction collection ​ DATEV Zahlungsverkehr - Automated transaction collection     Can I link several bank accounts with DATEV RZ-Bankinfo? Yes, DATEV RZ-Bankinfo supports connections to multiple bank accounts. During the setup process, you can add and configure connections for each bank account to be integrated.    Do you have questions about linking your account to DATEV or synchronising your account transactions? DATEV Unternehmen online offers technical support and provides you with further information in the  DATEV help portal.