This article describes the most common Fortnox configuration steps to complete before starting an integration with Junipeer. Completing these steps ensures correct order sync, invoicing, accounting, and refund handling from day one.
1. Create a Fortnox user with the correct permissions
The integration requires a dedicated Fortnox user with continuous access to all required modules.
Create or select the user to be used for the integration. The user needs licences for: Orders, Invoices, Accounting, and Integration.
Important: Do not modify or delete this user after the integration is configured. If you change permissions, licences, or the user account, the integration will stop working.
2. Add all currencies and enable automatic rate updates
Add every currency you transact in and enable automatic exchange rate updates. Required for correct accounting and invoicing across all markets.
3. Set up all VAT rates
Review and configure all VAT rates required for your sales markets.
4. Set up sales accounts and VAT mapping for EU OSS
To comply with the EU One-Stop-Shop (OSS) scheme, you create separate sales accounts for each EU country and configure correct VAT mappings. This ensures correct VAT accounting for cross-border B2C sales.
Action: Prepare a list of the sales accounts you plan to use — Junipeer needs to map them during onboarding.
Note: Configure VAT rates for each country in Fortnox, then connect the VAT rates to the sales accounts, then connect the accounting account with the VAT codes. Each step in the Fortnox guide is mandatory.
5. Add payment method accounts
For correct posting of payments from providers like Svea, Kustom, Walley, Qliro, and Shopify Payments, you add each payment method in Fortnox and map it to an account (typically the 19xx series).
The payment method account must not be the same as your actual bank account — payment provider funds are transit funds, not immediate bank deposits.
6. Add required SKUs / article numbers
These SKUs are required to create credit notes on returns:
refund_discrepancyrefund_fee
Next steps
Once these steps are complete, you are ready to start onboarding with Junipeer. Have your list of sales accounts, payment method mappings, and integration user credentials to hand.