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Hand off to your accountant

Under “Exports” you hand your accountant everything they need for a period – in their system's format, in a single bundle instead of a pile of files.

Updated 2 Nov 2026

You reach the exports via the “Accountant export” button on the accounting overview, or under Settings → Company → Finance → Exports. At the very top you pick the period – every download on the page covers exactly those days. “Custom range” also lets you set a longer window, for an audit for instance.

What you can hand over

  • Document handover – every document in the period, coded or not: purchase documents with originals and suggested coding, issued invoices, bank transactions, manifest and checksum. Click “Hand over documents”; every handover is stored as a version and stays available under “Earlier handovers”.

  • Your accountant → Hand the period over – the booking file for your accountant's system together with every receipt and invoice file, manifest and checksum, in one archive. Click “Build bundle”; Nori lets you know once it is ready, and the download starts.

  • Single files – the same bookings as individual files, for example BMD (NTCS) or the BMD workbook, or the DATEV export.

  • Tax reports – figures the tax office asks for, such as the quarterly OSS return. The VAT return itself is filed from Accounting (“Open VAT return”).

  • Raw data – plain CSVs and the original files for your own analysis.

  • Audit – the full ledger and its audit trail, for owners and admins only.

How to hand a period over

  1. 1 Open the exports
    On the accounting overview, click “Accountant export”.
  2. 2 Pick the period
    Choose the month or quarter at the top. Below it you see which days the downloads cover.
  3. 3 Build the bundle
    Under “Your accountant”, click “Build bundle” next to “Hand the period over”. Once the archive is ready the download starts – send it to your accountant.

The booking file's format follows the accounting system in your accounting profile – shown under “Accounting system” with a “Change” link. For DATEV, enter the adviser and client numbers there first. If a document cannot be added to the bundle, the manifest (manifest.json) names it, so your accountant knows exactly what is missing.

Still stuck?

Contact support