Complete these steps before your onboarding session so Between can be connected to Fortnox. Do not start synchronization until the company, mappings, and start date have been reviewed.
Before you start
Confirm the accounting company name and organisation number.
Ask an administrator of the accounting system to help if you cannot manage integrations.
Never send a key, accounting password, or screenshot containing a key by email, chat, or a support message. Store a generated key in a password manager and paste it directly into Between.
Recommended: Create a separate settlement account for Clearhaus or SurfBoard
Create one account for each provider you use and name it Clearhaus settlement or SurfBoard settlement. This is an accounting account, not a new physical bank account. Ask your accountant to confirm the account number and VAT treatment.
Open Register > Kontoplan > Skapa konto and create the account. Then open Inställningar > Fakturering > Betalsätt och betalningsvillkor, enter a code, provider name, and the account, and save.
Prepare Fortnox access
Fortnox uses authorization instead of a key supplied by the customer.
Confirm that the correct user can access the intended Fortnox company and approve integrations.
Confirm that the company has an active Fortnox integration licence.
During onboarding, open Settings > Accounting integration and select Fortnox.
Select Log in with Fortnox, sign in to the correct company, and review and approve the requested permissions.
Return to Between and confirm that the connection succeeds.
Remember: Have access to the correct Fortnox company with a user who can approve the connection.