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

Written by Jens B.

Last published at: September 25th, 2024

Table of Contents

In a nutshell CSV export of cash register sheets - step by step Any questions? Is it possible to export the receipt photos?

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!

Any questions?

Is it possible to export the receipt photos?

If you take receipt photos directly through the cash register book, they will only be displayed as a preview in the cash register book and cannot be exported. To add receipt photos later to your CSV export, we recommend taking the receipt photos separately as described here:  How can I export my receipt photos from the cash book? This way, you’ll have an additional digital copy of the receipt on your iPad in the Photo Library.



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