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Tag: Exporte

Exports in Belbo

If you want to back up your data locally, you can do so. On this page you will find an overview of the export options in Belbo.

Export Center

You can export numerous data in Belbo's export center. You can access the export center under Settings > Account > Export Center.

Export Cash Register Data

You are legally required to retain your cash register data for a certain period of time. The timeframe depends on the legal requirements of the country in which your business is located. Please understand that we are not permitted to advise you on tax matters.
→ You can find out how to export your cash register data here.

Customers

You can export your customer data. The prerequisite is that the login you use also has the right to do so.
→ You can find out how to export your customer data here.

Export Appointments

Your past and future appointments can also be exported.
→ You can find out how to export your appointments here.

Vouchers

You can specify whether you want to export all vouchers or only vouchers created up to a certain date.
→ You can find out how to export your vouchers here.

Products

With the Belbo product export you can export your product including inventory.
→ You can find out how to export your products here.

Reviews

Under Settings > Reviews > All Reviews you can export the reviews for each month using the export button.

Export of your cash register

For your taxes, as well as for internal evaluations, various documents are available for download. You can download these exports at any time under Cash Register › Closings › Monthly Overview.

Loading Exports

To load an export, first select the desired time period for which the export should apply. You can select the desired year and corresponding month in the tab bar or specify the desired time period in the date fields. Then click the "Export" button and select the export to be loaded.

  • DATEV Export (CSV)
    This export generates a spreadsheet file in CSV format, which can be imported by accounting programs (for your tax office). Important information about the DATEV export can be found here.
  • Cash Book (HTML)
    Here you receive an overview table in HTML format of the cash book, as required by some tax offices.
  • Simple Daily Overview (HTML)
    This overview provides you with the transactions of the individual days of the desired time period in a simple HTML view.
  • Detail PDF Report
    Summary of all daily closings for the selected time period with a final revenue overview.
  • Employee Detail PDF
    Revenue of all employees, organized by categories as a basis for commission calculation and employee meetings.
  • Short PDF
    Summary of all income and expenses for a day or month without listing the individual transactions.
  • Product Report
    Track the inventory movements of a time period.
  • Transaction Overview (PDF)
    Clear listing of transactions for the selected time period. This is useful if you want to manually transfer the data to another accounting software.
  • Export by Employee (HTML)
    Generates an overview of sales for the selected time period. Organized by service and product sales.
  • Export by Payment Method (HTML)
    Generates an overview of sales for the selected time period. Organized by type of payment (cash, card payment, etc.).
  • Export by Tax Rate (XLS)
    Generates an overview of sales, organized by tax rate, for the selected time period.
  • Sales Overview (XLS)
    Generates an overview of sales, organized by services and products, for the selected time period.
By the way, in the tax office access you will find the most important exports of your cash register bundled by month. In addition to your tax office, you also have access to this data yourself and can quickly and easily export the most important cash register data. To do this, simply click on "Tax Consultant Access Preview" under Settings > Tax Office. You can learn more about this feature here.