Under Finanzen, Export (Finances, Export) you hand your accounting over to your accountant without lugging folders around.
How to export
- Choose the date range (from/to), for example the last quarter or financial year.
- Download the DATEV posting batch as CSV.
- Send the file to your accountant, they import it straight into their software.
The export contains the entries from the journal for the chosen date range. Note the hint about account mapping on the page: your accountant maps the accounts to their chart of accounts once.
The more convenient way: accountant access
Instead of sending files, invite your accountant into the team with the Treuhänder (accountant) role: they get read access to Buchhaltung (Accounting), Export and Protokoll (Log), and help themselves whenever the accounts are due.
Good to know
- Exporting costs nothing and changes nothing, you can repeat the export as often as you like.
- Cleanly recorded expenses and posted incoming payments make the year-end close noticeably cheaper.