Shopify DATEV integration: connect Shopify and DATEV – without manual rework
A Shopify DATEV integration sounds technical. In reality, it is about overview and control: orders, payments, fees, refunds and taxes have to be prepared cleanly and clearly. For retailers and tax consultants in e-commerce, manual effort arises precisely where shop data is to become posting data.
Is an export enough? When does a payout become a trap? And which data has to be checked before DATEV receives reliable figures? Anyone who is growing needs more than a monthly export from Shopify and a partner who understands data flows from an accounting perspective. This article shows what the connection has to deliver and how accounting can be automated.
Test the Shopify DATEV integration
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Each of these movements counts as a transaction:
- Sale
- Sales refund
- Customer payment
- Customer repayment
- Commingling (currently only on Amazon)
- Shipment (currently only at Amazon)
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What you'll learn here:
- A Shopify DATEV integration only turns shop data into reliable posting data for retailers when orders, payments, fees, refunds and tax logic are brought together cleanly.
- Payouts alone are not enough, because they only show the flow of money but do not explain which transactions, fees and tax cases lie behind them.
- Anyone who wants to connect Shopify with DATEV in practice first connects Shopify with AccountOne, so that e-commerce data is prepared in a structured way for accounting.
- AccountOne retrieves order and payment data from Shopify automatically on a settlement basis and prepares it for accounting.
- Setting up Shopify DATEV means: connect the shop, enable data retrieval, check the rules and define the accounting structure cleanly.
- A Shopify DATEV export can be sufficient for small shops, but with more orders, exceptions and channels it quickly reaches its limits due to manual rework.
- Shopify accounting with DATEV remains controllable when a solution does not just move data, but assesses, separates, consolidates and hands it over in a traceable way.
- As a partner of Shopify and DATEV, AccountOne supports automated, clean data exchange via a Shopify DATEV integration.
Shopify DATEV integration: how shop data becomes posting data
A Shopify DATEV integration does not begin with an accounting system like DATEV. It begins in the shop. More precisely: with every order, every payment and every fee that later shows up in accounting. Shopify bundles many e-commerce transactions that have to be considered separately for tax purposes.
Between the shopping cart and the posting lie payment methods, fees, refunds, POS revenues and different tax cases. A good integration does not turn this into a mere list, but into auditable accounting data. Only then does shop revenue become a figure that companies, accounting and tax consultants can rely on.
Why DATEV needs more from Shopify than payouts
Many think about the data flow from Shopify to DATEV too late. Many e-commerce companies see the payout first and only then ask which sales, fees or refunds it contains. That is exactly where the risk begins: the bank transaction shows the flow of money, but not the tax reality behind it.
For accounting, what counts is which transaction lies behind it, which taxes are affected, which tax logic applies and which documents belong to it. Shopify Payments, external payment providers such as PayPal, Klarna or Mollie and POS data generate different transactions and traces. A good solution helps ensure that these traces do not have to be searched for month after month during closing.
From shop to accounting: connect Shopify with DATEV
After connecting Shopify to AccountOne, the process starts: orders, payments, fees and POS revenues are not just collected but prepared for accounting.
AccountOne then retrieves order and payment data automatically as soon as a payout is available and a Settlement has been created. This is important precisely because payment, payout and posting do not refer to the same point in time. In the connection, sales channels can also be excluded, order statuses controlled and several shops managed separately.
With AccountOne as a partner, the integration of Shopify becomes a solution for automated, reliable accounting processes instead of a manual export.
Which data the Shopify integration really transfers to DATEV
The integration has to be able to do more than pass on revenues. It has to show what lies behind a posting: order, payment, fee, refund and the taxes that arise from them. Only the combination makes every transaction readable.
An example: the customer pays today. However, the payment information relevant for accounting may only become tangible with the payout, once a Settlement is available. For tax consultants, therefore, speed alone is not what counts. What matters is whether the data flow remains traceable and GoBD-compliant.
Documents, taxes, payment methods: assign Shopify invoices cleanly
Transferring Shopify invoices to DATEV sounds like a simple document flow.
In practice, the assignment is what matters:
- Which order data belongs to which payment?
- Which fee reduces which amount?
- Where does the shop transaction end and where does the tax assessment begin?
Three details deserve attention:
- Payment method and payout must match
- Fees must not disappear in revenue
- Tax cases need traceable logic
Through automation, a partner like AccountOne ensures that this assignment does not start again manually every month. Especially with cross-border sales, a clean document alone is not enough. The posting has to explain to the tax consultant why it came about this way and how AccountOne prepares it.
Set up Shopify DATEV: step by step via AccountOne
Anyone who wants to set up Shopify for DATEV starts in AccountOne with the integration of the shop. The retailer selects Shopify and installs the free AccountOne Public App. The desired Shopify shop is then selected and connected.
For retailers, the first steps are:
- Select Shopify in AccountOne
- Install the app
- Connect the Shopify shop
- Enable data retrieval
- Check sales channels
Tax consultants, on the other hand, look at other points:
- Account logic
- Payment methods
- Tax keys
- Export in DATEV format
This shows early on whether the connection also holds up from an accounting perspective. With several shops, additional connections can be set up separately.
The Shopify DATEV integration can be tested free of charge for 14 days. If required, AccountOne provides support with the setup. In addition, the software can easily be viewed directly in the live demo.
After setup, the export in DATEV format can be downloaded month after month and processed automatically in DATEV.
Shopify DATEV export: check, hand over, continue working
A Shopify DATEV export is only as good as the rules before it. Which order statuses are adopted? Are POS revenues excluded if they run separately? Are there several Shopify shops that have to remain cleanly separated?
A tax firm does not need a flood of data, but a partner who prepares auditable posting suggestions for the tax consultant. Retailers need an automated process that does not pay for growth with more effort every month. For this reason, account logic, payment methods, sales channels and VAT assessment belong on the table early. Only then does the export become a reliable working basis with which the tax consultant can also work efficiently at month-end closing.
More features of our Shopify DATEV integration
- Orders
- Payments
- Fees
- Delivery threshold monitoring (historically for the entire EU and currently for OSS)
- OSS reporting data included
- Shopify Plus
- Multi-shop capable - connects several Shopify accounts with one AccountOne account
- Multichannel capable - works hand in hand with all systems, even if data exists twice
- B2B and B2C sales - including verification of customers' VAT IDs
- Individual posting - GoBD-compliant individual posting procedure with automatic open item clearing
- Shopify POS - sales and payments are processed
More control during growth: Shopify accounting with DATEV
The requirements for Shopify accounting with DATEV increase as soon as one shop becomes several shops, channels, markets and payment providers. For companies and tax consultants, it is then no longer enough just to move data. Taxes, fees and payments have to be assessed, separated, consolidated and handed over in a traceable way. That is exactly where the difference lies.
AccountOne is the e-commerce solution that prepares Shopify data cleanly for DATEV. It ensures that orders, payments and fees are prepared automatically and that DATEV does not become a collecting pool, but the destination of a checked data process.
Frequently asked
Is a Shopify DATEV export enough?
For small shops, an export can be sufficient. With more orders, exceptions and channels, it quickly reaches its limits due to manual rework. A Shopify DATEV export is only as good as the rules before it: which order statuses are adopted, whether POS revenues run separately and whether several shops remain cleanly separated.
Why are payouts not enough for DATEV?
A payout only shows the flow of money. It does not explain which transactions, fees, refunds and tax cases lie behind it. But that is exactly what counts for accounting: which taxes are affected, which tax logic applies and which documents belong to it.
When does AccountOne retrieve the data from Shopify?
AccountOne retrieves order and payment data automatically as soon as a payout is available and a Settlement has been created. This is important because payment, payout and posting do not refer to the same point in time.
How is the Shopify DATEV integration set up?
Setup starts in AccountOne with the integration of the shop:
- Select Shopify in AccountOne
- Install the free AccountOne Public App
- Connect the Shopify shop
- Enable data retrieval
- Check sales channels
If required, AccountOne provides support with the setup.
Can several Shopify shops be connected?
Yes. AccountOne is multi-shop capable and connects several Shopify accounts with one AccountOne account. The connections are set up separately and managed separately.
Can the Shopify DATEV integration be tested?
Yes, free of charge and with full functionality for 14 days – including 3 retroactive monthly exports, full access to the software and access to all support resources. The software can also be viewed in the live demo.
More than 12 million online orders and the associated payments pass through our system - every month!
Over 6,000 online retailers & 2,000 tax consultants already trust AccountOne, the most powerful platform for the preparation of accounting data.
What our customers say:
“We want to support our clients, many of whom are online retailers and Amazon or eBay sellers, as individually as possible and still efficiently. AccountOne's time-saving solution for automatic accounting import via the DATEV integration is an indispensable working basis for our digital tax office.”
Diplom Betriebswirt (FH) Daniel GöllnerTax consultant, tax consultancy Daniel Göllner, GroßschwabhausenTest 14 days free of charge & in full
Including 3 retroactive monthly exports, full access to the software and access to all support resources (help desk, email & phone)