Overview:
This article will show you how to easily export your transactions from Juni to Fortnox. By integrating Juni with your Fortnox account, you can automate your accounting, reduce administrative work, and save valuable time.
How to export transactions
Once you have matched your transactions with receipts and your rules are in place, you are ready to easily export to Fortnox.
1. Navigate to the Accounting page
In the Juni platform, go to the menu on the left hand side and click Accounting
2. Open the Prepare & export tab
This is your central hub for accounting in Juni. The rules you’ve set up are automatically applied to your transactions here, and receipt matching also takes place in this view
3. Review and prepare transactions
Before exporting, make sure all transactions are ready:
Check the status: Each transaction should show two green checkmarks under Status
One checkmark confirms the pre-accounting values
The other confirms that an attachment is added
If a transaction is missing information: (e.g. account code or VAT code), you’ll need to add these details manually before it can be exported.
4. Export to Fortnox
When your transactions are ready to export:
Select the transactions you want to export
Click Mark as ready to export
The transactions will move to the Ready to export tab
Go to the Ready to export tab and select the transactions again
The transactions will move to the Ready to export tab
Click Export to Fortnox
The transactions will move to the Export queue tab and then automatically sync with Fortnox
You’ll find the transactions in Fortnox under the voucher series you’ve chosen
Important to remember:
Once transactions have been exported from Juni, no further changes can be made in Juni. If you need to adjust something after export, you must do it directly in Fortnox.
Frequently Asked Questions
How do I know if the export was successful?
How do I know if the export was successful?
If the export was successful, all transactions will be moved from the Export queue tab to the Export history
What happens if I see an incorrect transaction after exporting?
What happens if I see an incorrect transaction after exporting?
If something is wrong after the export, changes must be made directly in Fortnox. It is not possible to move the transaction back to Juni