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Export cash book as PDF or DATEV file
Here's how to export your cash book as a PDF or DATEV file.
Export your cash book from the cash register app for your tax advisor or your own records. Open the account overview, tap on the "Total Cash Balance" card, and then tap the clock icon in the top right corner of the daily view. This will take you to the "History" section.
Select the time period and start the export
Use the "Start Date" and "End Date" fields to set the date range. Then tap the menu icon with the three dots in the upper right corner and select "Download PDF" or "Download DATEV CSV". The share menu will then open, allowing you to send or save the file.
DATEV export for the tax advisor
The CSV file is a DATEV posting batch for accounting purposes, not a readable table. For an overview, please refer to the PDF. In the web desk, you can generate the batch under "Documents" in the "Cash Book" tab using the "DATEV Export" button. This button is disabled without a valid TSE (Technical Security Equipment).
An export shows the data as it stood at the time of creation; subsequent entries will only appear in a new export. Individual entries cannot be changed; correct an error by creating a new offsetting entry.