Fortnox

Welcome to our guide to getting started with the Fortnox integration for your Yabie POS system! This powerful integration is designed to simplify and automate your bookkeeping, saving you valuable time and minimizing the risk of manual errors.

With our Fortnox integration, you can easily:

• Sync your sales: Have all your daily sales from Yabie automatically transferred to Fortnox, ensuring that your accounting is always up-to-date with accurate revenue.

• Send invoice orders directly from the POS: Create and send invoice orders directly from the Yabie POS to Fortnox. This streamlines the invoicing process and gives you a consolidated view of your accounts receivable.

This article will guide you through the setup process and explain how to best leverage the Fortnox integration's features to optimize your company's administration. Let's get started!

Set up the integration

Start by logging in to Yabie Backstage, click on Integrations and select Fortnox from the list

Enter an email address

Enter an email address, this will be used to send notification of any errors in the integration.

Authorization code

Now we're going to connect Yabie and Fortnox! Click on Get authorization code, you will then be redirected to Fornox where you need to log in and approve authorization. Once this is done, you will be redirected back to Backstage. Here you will see that an authorization code is now filled in, then click on Next.

Verification series

Choose which Yabie stores should be synchronized to Fortnox, for the stores you want to be synchronized, you need to choose Voucher series, you can also choose to add a cost center.

Manual Sync

In this step, you can choose to synchronize historical data, you select the store and the date you wish to synchronize from. Then click Start Sync. When you're done, select Next.

The integration is now set up!

Modules for Fortnox Accounting

You need to have the modules Fortnox Bookkeeping, Fortnox Integration and Fortnox Archive Location (To be able to receive the Z-report as a PDF that is linked to the verification)

Keep in mind that..

… These modules must be active for each individual company. For an accountant who has several companies linked to their Fortnox account, these modules must be available for all companies.

Fortnox Order

With Fortnox Orders, you can create invoice orders for Fortnox directly at checkout. You enter the purchase at checkout, add the customer's information and then send an invoice order to Fortnox.

Get started

When the Fortnox integration is activated, you can add Fortnox Orders as a payment method. To add a payment method, go to Payments → Payment methods.

Charge

To accept payment with Fortnox Order, a customer must be linked to the purchase. You can add a customer by tapping Features → Customer. Then fill in the customer's information and select Fortnox's order as the payment method.

Don't see Customer under Features? Go to My Store → Features and add Customer.

Modules for Fortnox Order

You need to have the modules Fortnox Order & Quote, Fortnox Integration and Fortnox Invoice (Invoice to be able to create invoices of the orders that Yabie Express sends to Fortnox)

Keep in mind that..

… These modules must be active for each individual company. For an accountant who has several companies linked to their Fortnox account, these modules must be available for all companies.

Sync history (Error messages)

If something goes wrong in the integration, you can see what the problem is in the Sync history. You can find your Sync history under the integration. To see error messages, click the magnifying glass under Errors.