billwerk provides you with both the debtors and all booking records in DATEV standard import format as a csv file with ASCII data for download. To use this download, please check the accounting settings under "Settings > Accounting > Accounts" and complete the configuration if necessary. If you want to use debitor accounts, please check whether all customers have a debitor ID. billwerk can automatically generate debitor IDs when creating new customers. This option can be found under "Settings > Accounting > Debittor Ids". Customers who are already in your account and do not yet have a debitor ID can also be generated here.
Once all settings have been made, perform the export under "Activities > Accounting Export".
Select the format "DATEV" and the desired time period. If you want to transfer the debitors to DATEV, first start the debitor export ("Export debitors"). The booking records are provided with "Export".
Import into DATEV
To import the booking data into your DATEV system, please follow the following video instructions. You can translate the video to english, by activating the subtitles and set the subtitle configuration to automatic translation to english.