How can I export the data from my Cashbook as a CSV file?

Written by Jens B.

Last published at: May 8th, 2024

Table of Contents

In a nutshell CSV export of cash register sheets - step by step

You need an export of several Cashbook pages from more than one day? Via MY orderbird you can now export the data of your Cashbook pages as a CSV file. The CSV-format can be easily imported into any common tax software.

In a nutshell

  • Log in to MY orderbird
  • Click on "Cashbook", then on "Create CSV export"
  • Select the start and end date
  • Enter an email address
  • Click on "Send CSV export"

CSV export of cash register sheets - step by step

  1. Go to MY orderbird and log in with your e-mail-address and password.
    my.orderbird_EN_kassenbuchbl_tter_export_01.png
  2. In the left column click on "Cashbook".
    my.orderbird_EN_kassenbuchbl_tter_export_02.png
  3. Now click on the button "Create CSV export".
    my.orderbird_EN_kassenbuchbl_tter_export_03.png
  4. Next, you select the period for the export of your Cashbook pages. First, click on "Start date" and navigate to your desired date, e.g. 06.06.2019.
    my.orderbird_EN_kassenbuchbl_tter_export_05.png
  5. Then click on "End date" and navigate to your desired date, e.g. 15.07.2019.
    my.orderbird_EN_kassenbuchbl_tter_export_06.png
  6. Next, enter the email address to which the Cashbook data will be sent.
    my.orderbird_EN_kassenbuchbl_tter_export_04_mailadress_detail.png
    If you have already entered the email address of your tax consultant under "Settings > DATEV Details", then this email address will be automatically preselected for you. Of course, you can enter any other address!
  7. Click on "Request Export".
    my.orderbird_EN_kassenbuchbl_tter_export_07.png
  8. Done!
    my.orderbird_EN_kassenbuchbl_tter_export_08.png
    The email contains the CSV file and will be sent to your entered mail address!



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