How do I export data for accounting?

Modified on Thu, 24 Sep at 10:21 AM

This article is about Unzer Financial Services – click here to view the entire collection on this topic.

The accounting export helps transfer transactions and receipts from the platform into your accounting system. Instead of copying data manually, you can export all the information at once.

  1. Open the accounting or export area.
  2. Select where the data should be transferred to, for example DATEV, Excel, or CSV.
  3. Select the time period or the desired transactions.
  4. Check whether the matching receipts are available.
  5. Start the export.
  6. Then transfer or import the file into your accounting system.

In short: The export is the step in which the collected payment and receipt data from Unzer Financial Services is transferred into your accounting system.

You're welcome to watch this video as well:

https://www.youtube.com/watch?v=SYgvdHYBMEE&t=549s

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