Accounting software export (Novitax)
You can download selected invoices in your accounting software's own import format, so your accountant can load them without re-typing anything. The first available format is Novitax (NTAX); the list keeps growing. The feature is available on the Gold plan.
1. Setup (one-time)
1Open the Integrations page from the company menu.
2Scroll to the Accounting software export — Novitax (NTAX) section.
3Review the journal codes — there are 5 per direction: domestic, EU goods, EU services, third-country goods and third-country services (defaults: BE/ET/ES/IT/IS and KI/ÉT/ÉS/HT/HS). They must match the journals already registered in Novitax — ask your accountant.
4Review the default debit/credit ledger numbers — these are used when an invoice item has no ledger number assigned.
5Turn on the Export enabled toggle and click Save settings.
At export time every invoice is booked to the right journal automatically: by direction and the partner's country, and for EU/third-country invoices by the items' product/service nature. The nature is filled in during AI processing and can be edited per item on the invoice ("Line nature" field). When it cannot be determined, the invoice goes to the goods journal and the export shows a warning.
2. Aligning partner codes
Novitax identifies partners by a partner code. If your accountant already has a partner master, enter their codes so the two systems match up:
1Manually: on the partner edit form, enter the Novitax code in the Accounting identifiers section.
2In bulk: use the Import accounting identifiers button in the Partners list header to upload codes from CSV (columns: partner tax number or name, software, code).
Partners without a code automatically receive a sequential number at the first export, which stays the same in all later exports.
3. Running the export
1In the invoices list, select the invoices to export (mind the direction filter: inbound invoices are shown by default).
2From bulk actions, choose Accounting software export.
3Pick the accounting software and start the export.
4A ZIP file downloads containing the Novitax import files: szamla.csv, partner.csv, plus cost center/job number and currency rate files when needed.
Good to know
•The files use the Windows-1250 encoding Novitax expects — accented characters may look wrong in a plain text editor; that is normal, Novitax reads them correctly.
•If an invoice has no partner assigned, or a ledger number is missing with no default configured, the export stops with an error listing the affected invoices.
•Items with an ambiguous VAT classification produce a warning — your accountant should double-check these in Novitax.
•Proforma and other non-invoice documents are automatically excluded from the export.
