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KanzleiSynchron KanzleiSynchron

Quickstart (10 minutes)

The short version of onboarding for the impatient. Full explanations live there.

  1. Sign in → you land on Today.
  2. Select a client at the top (with a chart of accounts, SKR03 or SKR04).
  3. Uploads (/uploads) → Try sample for Shopify and Bank, or drag your own CSVs onto the drop zone. Source is auto-detected (incl. Bank CSV).
  4. Resolve (/exceptions) → open each exception, read Evidence, choose Accept corrected / Accept as-is / Postpone. Handle several at once with a bulk action (Postpone 24h, etc.).
  5. Verify (/reports) → cross-check totals (revenue, fees, refunds, net).
  6. Close (/periods) → close the period in the wizard (three gates: no open exception, match coverage ≥ 95%, four-eyes principle; then type the label).
  7. Handoff (/handoff) → check readiness → download EXTF v7.0 → build pack → send to the tax advisor (requires a configured channel).

Done: a verified DATEV-EXTF booking batch in your tax advisor’s inbox.