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Setting up and using the Fortnox integration

Updated today

Overview

Integrating your Juni account with Fortnox is a smart way to streamline your financial operations and automate your accounting. With our integration, you can easily transfer transactions and ensure all your receipts are matched with the correct transaction, reducing manual work and freeing up time to focus on your business.


How to get started with your integration

  1. Find the integration settings in Juni

    • Log in to your Juni account

    • Locate Integrations in the left-hand menu

    • Select the Discover and connect tab and search for Fortnox

    • Click on Integrate now to start the integration

  2. Give Juni access to your Fortnox account

    • You will now be redirected to the Fortnox login page to authorise Juni

    • Review the permissions that Juni requests. Then, click
      Allow or Connect to grant the necessary permissions

    • After approval, you will be automatically redirected back to your Juni account

  3. Prepare Fortnox for the integration

    • Before you complete the integration, you need to create a voucher series and account codes for all your currency accounts in Fortnox

    • Create a Voucher series. In Fortnox, go to Settings (the cogwheel) > Accounting > Voucher series. Choose an available voucher series and set it to manual handling (many choose to name it "J" for Juni)

    • Create account codes. Go to Register > Chart of Accounts and Purchase Type in Fortnox

    • Create unique account codes that are clearly linked to your currency accounts, e.g., Juni SEK

Important! The voucher series and account codes must be created in Fortnox before they can automatically appear in Juni

4. Complete the configuration in Juni

Now you can finalise the integration by assigning your voucher series and accounts codes.

  • Back in your Juni account, you’ll be able to select the voucher series and Account codes from the drop-down list

  • Fill in this information to complete the Fortnox integration

  • You can now start creating rules to automate your accounting and save time on manual work


Frequently Asked Questions

I made a change in Fortnox. How do I update the integration in Juni?

Om du har ändrat din kontoplan i Fortnox behöver du synkronisera integrationen igen.

Gör följande:

  1. Gå till: Integrationer i vänstermenyn.

  2. Klicka på Fortnox-integrationen

  3. Välj Synkronisering i fönstret som dyker upp och avvakta en stund

Ändringarna kommer att synas i Juni efter en kort stund.

The integration with Fortnox doesn’t seem to be working. What should I do?

First and foremost, make sure you have an integration license and the correct permissions in your Fortnox account. You also need to have created a voucher series and account codes for your currency accounts in Fortnox before you start the integration. If the problem persists, please contact our support team via chat while logged into Juni, or by sending an email to support@juni.co.

The voucher series and account codes don’t appear in the drop-down list. What should I do?

First, double-check that you have created both a voucher series and new account codes for all currency accounts in Fortnox. Remember that the verification series needs to be manual. If the problem persists, please contact our support team via chat while logged into Juni, or by sending an email to support@juni.co

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