This guide is for the tax adviser of a Holvi client. It explains what arrives from Holvi, in which DATEV product, and which DATEV services, you need to enable for it to work. It is written to be forwarded.
1. What arrives, and where
Your client holds a business account with Holvi. They categorise a transaction there, assign the VAT rate and attach the Beleg, then select it and send it to DATEV. Delivery is client-initiated — nothing arrives until your client sends it, so entries reach you in batches when they do their bookkeeping, not continuously. What arrives depends on which connection your client has set up.
DATEV Unternehmen online — a Buchungsvorschlag with the Beleg attached. You pull it into Kanzlei-Rechnungswesen and complete the posting: the Gegenkonto is yours to assign. Kontoauszugsmanager will usually match the bank side from the account statement, and OPOS / Lernkartei propose the rest.
DATEV Rechnungswesen — a complete Buchungsstapel, both sides already populated, for review and Festschreibung. Nothing needs completing. Belege arrive in Belege online and are linked via BEDI Beleglink. Receipts for both connections are stored in DATEV Belege online and attached via standard DATEV document link (Beleglink), ensuring compatibility with Kanzlei-Rechnungswesen.
2. What you need to enable
This is the operative part. One service per connection type:
| Client's Holvi Connection | DATEV Service to Enable in DATEV Rechteverwaltung | Purpose |
| DATEV Unternehmen online (Buchungsmandant) | Rechnungsdatenservice 1.0 | Exports document data & proposals (Buchungsvorschläge) |
| DATEV Rechnungswesen (Selbstbucher) | Buchungsdatenservice | Exports complete journal entries (Buchungsstapel) |
| Both connections | Belegbilderservice (usually active) | Transfers receipt images (Belegbilder) to Belege online |
Rechnungsdatenservice 1.0, Buchungsdatenservice, and Belegbilderservice are activated via DATEV Rechteverwaltung online > DATEV Shop > Partner-Schnittstellen. Without the right service enabled, the connection will not deliver.
3. What your client needs on their side
- DATEV Unternehmen online enabled — for the Mandant
- A fiscal year created in DATEV
- Belege online activated, in standard or erweitert mode depending on the service. For the Rechnungswesen route this is also where Belege land - they cannot be delivered into Rechnungswesen directly and are linked from the Buchungssatz via BEDI Beleglink.
- An access medium — SmartCard or SmartLogin — for secure access to the Mandant
- The access medium holder needs at least standard access rights for Belege online
- For Rechnungswesen only: the SKR variant, the Kontenlänge and the fiscal year start are required on every Buchungssatz. Your client does not enter these anywhere — they are handled by the connection.
4. Which connection should your client choose?
Most clients will not know. The decision rule:
- You do their bookkeeping (Buchungsmandant) → DATEV Unternehmen online. They send you proposals; you complete and post them.
- They keep their own books in DATEV (Selbstbucher) → DATEV Rechnungswesen. They send finished entries; you review and festschreiben.
The choice is made before authentication and cannot be changed afterwards without reconnecting, so it is worth answering on your client's behalf before they start.
5. What is not included
- Kostenstellen (KOST1 / KOST2) are currently not supported.
- One Beleg per Buchung
- No payment initiation. The connection only sends data out of Holvi — nothing is ever initiated from DATEV.
- Reverse-charge VAT for cross-border expenses is not supported yet.