This article describes the most common Fortnox configuration steps that should be completed before starting an integration with Junipeer. Following these steps ensures accurate order sync, invoicing, accounting posting, and refund handling from day one.
1. Create a Fortnox user with the correct permissions
The integration needs a dedicated Fortnox user with continuous access to all required modules.
Fortnox guide: Administrera användare
a. Administer users
Create or select the user that will be used for the integration.
b. Add licenses for the integration
The user needs licenses for:
- Orders
- Invoices
- Accounting
- Integration
c. Assign licenses and enable all required permissions
Make sure the integration user has continuous access to every module the integration touches.
Important: Do not modify or delete this user after integration setup. Changing permissions, licenses, or the user itself will cause the integration to stop working.
2. Add all currencies and enable automatic rate updates
Add every currency you will transact in and enable automatic exchange rate updates. This is required for accurate accounting and invoicing across markets.
Fortnox guide: Inställningar valuta
3. Set up all VAT rates
Review and configure all VAT rates required for your sales markets.
Fortnox guide: Inställningar moms
4. Set up sales accounts and VAT mapping for EU OSS
To comply with the EU One-Stop-Shop (OSS) scheme, create separate sales accounts for each EU country and configure correct VAT mappings. This ensures accurate VAT posting and reporting for cross-border B2C sales.
Action required: Prepare a list of the sales accounts you intend to use — Junipeer will need to map them during onboarding.
Fortnox guide: OSS – One Stop Shop
Note: Configure VAT rates for every country in Fortnox, then connect the VAT rates to the sales accounts, and finally connect the accounting account (bokföringskonto) with the VAT codes. Each step in the Fortnox article is mandatory to build a correct accounting foundation.
5. Add payment method accounts
For proper posting of payments from providers such as Svea, Kustom, Walley, Qliro, Shopify Payments, and similar gateways, you must add each payment method (betalsätt) in Fortnox and map it to an account.
Fortnox guide: Inställningar betalsätt och betalningsvillkor
Accounting note
- Payment methods are typically assigned to a 19-series account (e.g., 19xx), as these represent interim cash equivalents.
- Alternatively, some companies prefer 15-series accounts (e.g., 15xx) to separate payment claims from cash-equivalent balances.
The payment method account should not be the same as the actual bank account. Payment provider payouts represent funds held by the provider until transferred — not immediate bank deposits. Fortnox's bank integration manages real bank accounts separately, which is why payment provider accounts must be mapped independently.
6. Add required SKUs / artikelnummer
These SKUs are required for creating credit notes for refunds in the e-commerce platform:
refund_discrepancyrefund_fee
They are used for refund fees and non-product related refund order rows.
Next steps
Once these steps are complete, you're ready to start the integration onboarding with Junipeer. Have your sales account list, payment method mappings, and integration user credentials ready for the kickoff session.