1. Setting up DATEV - Let's get started
You want to use the DATEV export to make your bookkeeping easier? Great, you can use this guide on where and how to store the DATEV accounts for your orderbird MINI. Get your tax advisor on board We recommend that you discuss with your tax advisor and/or accounting department which account numbers are the right ones for your business. It is helpful ...
2. Set DATEV transit account, tip account, and cost centers
On MY orderbird > Settings > DATEV details you can define the basic settings for your DATEV export. Ask your tax advisor for help to find out which DATEV accounts are the right ones for your business. Please note: Changes to DATEV account numbers will not be effective until September 1, 2021, for a clean change in reporting at the beginning of...
3. Setting DATEV accounts for payment types on MY orderbird
Assign DATEV accounts for the different payment types on MY orderbird so that you or your tax advisor can evaluate your sales separately by payment type. Please note: Changes to DATEV account numbers will not be effective until September 1, 2021, for a clean change in reporting at the beginning of the month. Go to MY orderbird > Masterdata > P...
4. Add DATEV account numbers for folders and items
You can set DATEV accounts for the turnover of your folders and items in your orderbird MINI, and download the DATEV exports via MY orderbird. Please note! The changes to the DATEV account numbers are effective immediately. Please discuss with your tax advisor whether it is better for you to make the changes at the turn of the month. Define DATEV a...
Download your DATEV report
On MY orderbird you will find the DATEV export for your tax advisor. Log in to MY orderbird with your access data. Go to Data export > DATEV. The DATEV export is automatically created every month for your company. Click on the arrow at the end of the line to download a DATEV export. You can save the export on your computer and forward it by e-mai...
How is the DATEV export of orderbird structured? (Info for tax advisors)
As a cash register system manufacturer, we adhere to the specifications of the tax authorities, which is why the DATEV export created by orderbird MINI is structured according to the principle of double-entry bookkeeping. All cash and non-cash payments are booked from the revenue accounts (=your folders) against a clearing account (=transit account ...
Why do account numbers that I have not entered appear in my DATEV export?
If you have not defined a DATEV account for some fields in the DATEV settings, the empty DATEV fields will be filled with DATEV accounts of the SKR 03 by default. These look as follows: Transit account number: 1361 Tip account number: 1362 Cash payment: 1365 Card payment: 1367 Voucher: 1369 Folders and items, regular VAT = 19 %: 8402 Folders and it...
Sending your monthly DATEV report automatically via email
If you're asking yourself if it is possible to have your DATEV report sent automatically to your tax advisor, I can tell you good news: In three easy steps it's done! Log in to MY orderbird and go to Settings > DATEV Details . STEUERBERATER_INNEN E-MAIL ADDRESS : Enter the e-mail address of your tax consultant here, to which your DATEV export sho...