Prepare Fortnox for a smooth integration
Complete these essential Fortnox configuration steps before connecting Junipeer to ensure accurate accounting, invoicing, and refund handling from day one.
How it works
- 1
Create integration user
Set up a dedicated Fortnox user with licenses for Orders, Invoices, Accounting, and Integration. Do not modify it afterwards.
- 2
Add currencies
Add every currency you transact in and enable automatic exchange rate updates.
- 3
Configure VAT rates
Review and configure all VAT rates required for your sales markets.
- 4
Set up OSS sales accounts
Create separate sales accounts for each EU country and map VAT rates correctly for cross-border B2C sales.
- 5
Map payment method accounts
Add each payment provider (Svea, Kustom, Walley, Qliro, Shopify Payments, etc.) and map to an interim account (typically 19xx).
- 6
Add refund SKUs
Create the article numbers refund_discrepancy and refund_fee to support credit note generation.