Fortnox integration

Overview

With Cardboard's Fortnox integration, you can send payments and receipts from Cardboard to Fortnox in one click. You can read about how to configure Cardboard for Swedish accounting in Accounting settings in Sweden.

Enable the integration

1. Go to Accounting settings and make sure Fortnox is selected as your accounting system.
2. Open the Integration page and enable the Fortnox add-on. If your plan doesn't include it, you'll be asked to upgrade. A user with the Admin role must do this.
3. Click Connect to Fortnox in Cardboard. Only administrators in Fortnox can perform this action. Invite such a user into your Cardboard organization with the Accountant or Admin role.

Choose an accounting mode

Cardboard can send payments to Fortnox in two ways:

• Direct to ledger mode (recommended): Cardboard books each payment directly as a voucher, with the receipt attached. No supplier invoices are created, and supplier numbers are optional. Refunds are supported.
• Draft mode: Cardboard creates a supplier invoice for each payment, with the receipt attached. Fortnox books the invoice as usual, and you mark it as paid in Fortnox. Each subscription needs a supplier number. Refunds can't be sent in draft mode.

Set up accounts

Asset account: Under General, set the account for each Cardboard card account. This is the account in your chart of accounts that represents the funds you have transferred to Cardboard.

Subscriptions: Under Subscriptions, you set default values for all subscriptions and can override them per subscription:

• Supplier number (required in draft mode): Leverantörer.
• Project: Projekt.
• Cost center: Kostnadsstelle.
• Expense account: From Kontoplan.
• VAT rate and VAT code: decide how VAT is booked, including reverse charge.

Before anything is booked, Cardboard checks that every specified account, supplier, project, and cost center exists in Fortnox. If something is missing, the push stops with a descriptive error, so nothing gets booked incorrectly.

VAT

Cardboard books VAT to the standard BAS accounts that Fortnox uses, based on the VAT rate and VAT code of each subscription. You choose the VAT code per subscription, just like the expense account.

See Accounting settings in Sweden for the VAT codes, which accounts each one uses, and how reverse charge is booked.

Voucher series

• Draft mode: Fortnox picks the voucher series, the same way it does for your other supplier invoices (normally D for the invoice and E for the payment).
• Direct to ledger mode: Cardboard books vouchers in series E (supplier payments). If you already use series E for other vouchers, that's fine: Cardboard's vouchers get the next number in the series. Contact Cardboard support if you need to use a different voucher series.

In direct to ledger mode, series E must be set as manual in Fortnox. Go to Inställningar > Bokföring > Verifikationsserier and enable manual entry for series E. Do this for each financial year, including new years as they're created.

Export to Fortnox

1. Go to Export and pick the month you want to send.
2. Payments are grouped into Needs attention, Ready to push, and Pushed. Fix anything under Needs attention, such as a missing supplier number or account.
3. Push the payments. In draft mode, they appear in Fortnox as supplier invoices. In direct to ledger mode, they appear as vouchers.

This is an example of how a Cardboard payment will appear in Fortnox: