Download DATEV files
Choose the appropriate format for transferring your accounting data.
Open Web desk → Settings → DATEV Export and select Download DATEV Export. Check the header data and account mapping beforehand. For sales export and online cash book, you need an active subscription starting with Solo.
Select export type
Select the appropriate format
Open Export Type. Check with your tax advisor whether they need the two posting batches or the DATEV Cash Book online format.
The DATEV posting stack contains sales per tax rate and non-cash payments. Cash payments do not appear as a separate line: The cash portion remains after subtracting non-cash payments from sales.
The DATEV cash book (posting batch) contains additional cash transactions, such as deposits, withdrawals, and cash purchases. Sales figures from the cash register closing statements are in a separate batch.
DATEV Cash Book Online summarizes sales, cashless payments, and cash transactions chronologically. This is an alternative to the two separate stacks. Do not submit the same sales data in both formats for posting.
Period and download
Set a time period
Select the start and end dates of the desired period. For online cash book, the date range is sufficient. Click on Download.
Check booking stack
When reviewing the booking batches, please also check the Fiscal Year Start Date, Consultant Number, and Client Number. Then select Download.
The booking batches are provided as CSV files. Online Cash Book delivers one CSV file per month; if multiple months are included, the files are combined into a ZIP archive.
Sales exports are based on cash register closing reports. Without a closing report for the selected period, the sales stack may be empty. Under Send to tax advisor → Check period, you can identify missing or unpostable closing reports beforehand.