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Expenses & Receipts

Export Expenses for DATEV

Export receipts and bookings for DATEV: choose a period, create the CSV and receipt images and hand them to your tax office.

1 min readDesktopMobileLast updated on September 6, 2026

Instructions for the Billance desktop app on Windows, macOS and Linux.

The DATEV expense export creates a booking batch from selected receipts. It includes data such as document date, document number, amount, expense account, vendor account, tax treatment, due date, cash discount, and service period from receipt, category, vendor, and DATEV settings.

Before exporting

  1. Complete the DATEV master data and financial account
  2. Assign DATEV expense accounts to the receipt categories in use
  3. Choose the period and receipts
  4. Review booking count, accounts, total, warnings, and blocking issues
  5. Decide whether original documents should be included

A missing expense account, invalid amount, or incomplete tax data can block the export. Tax cases that cannot be mapped normally are reported as warnings and require professional review.

Desktop app

Desktop app

Open DATEV export from the expense area or DATEV settings. The result is saved as a DATEV-compatible batch and, when documents are included, as a ZIP package.

Premium and responsibility

DATEV export is Premium. The generated data supports bookkeeping but does not replace accounting, tax review, or professional advice. Verify the import in the target software.

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