Let's go - Setting up the DATEV export
Table of Contents
First of all, please ask your tax advisor to fill out this orderbird DATEV template for you: The orderbird DATEV template for your tax advisor. With the completed template, you will have a reliable guide at hand to ensure you enter the correct account numbers everywhere.
As soon as you have received the completed template back, you can get started! Use the DATEV specifications from your tax advisor to change the default settings according to SKR 03 in your orderbird app and on MY orderbird accordingly.
You can find out exactly where to adjust the tax numbers on MY orderbird directly on the template.
If you prefer to work without the DATEV template from your tax advisor, you can follow our example, in which we configure all DATEV account settings in SKR 03.
Changes to DATEV account numbers take effect immediately!
An important note before you start: Changes to DATEV account numbers take effect immediately. Therefore, it may be advisable to wait until the turn of the month before making changes, so that your DATEV export does not show a break in settings mid-month, which would complicate the evaluation of your sales.
A retroactive change of DATEV settings is not possible.
DATEV settings step by step
1. Check the tax rates in your menu
2. Set DATEV details (offset account, tip account, etc.) on MY orderbird
3. Assign DATEV accounts for payment methods on MY orderbird