Connect Fortnox

Connect LUMA to Fortnox to export your categorized transactions. Popular with Swedish businesses using Fortnox for accounting and year-end preparation.

#How it works

Once connected:

1. Categorize transactions in LUMA
2. Export to Fortnox when you're ready
3. Categories map to your Fortnox accounts (BAS standard)
4. Attached receipts export as verification files
5. Your accountant sees clean, pre-categorized data

No more manual data entry or file exports.

#Connect Fortnox

1. Go to Apps
2. Find Fortnox
3. Click Connect
4. Sign in to your Fortnox account
5. Authorize LUMA to access your organization

You'll need admin access to your Fortnox account to authorize the connection.

#Category mapping

LUMA categories map to Fortnox account codes following Swedish BAS accounting standards.

#Default mappings

Common mappings include:

#Customize mappings

1. Go to Apps
2. Click Settings on your Fortnox connection
3. Review and adjust category mappings
4. Save changes

Work with your accountant to ensure mappings match your chart of accounts.

#What gets exported

#Transaction data

• Transaction date
• Amount (in original currency)
• Description/merchant name
• Category (mapped to Fortnox account)
• VAT/moms if applicable

#Attachments

• Attached receipts export as verification files
• Supports PDF, images, and common document formats
• Files appear in Fortnox linked to the transaction

#Exporting transactions

Export your transactions when you're ready:

1. Go to Apps
2. Click Export on your Fortnox connection
3. Select the date range to export
4. Review and confirm

Exported transactions appear in Fortnox with your category mappings and verification files.

#Swedish accounting considerations

#VAT/Moms handling

• LUMA tracks VAT amounts when available
• Maps to appropriate Fortnox VAT codes
• Review VAT settings in your Fortnox configuration

#BAS account structure

Fortnox uses the Swedish BAS standard:

• 1xxx: Assets
• 2xxx: Liabilities and equity
• 3xxx: Revenue
• 4xxx: Cost of goods sold
• 5-6xxx: Operating expenses
• 7xxx: Depreciation and financial items
• 8xxx: Financial income/expenses

LUMA's category structure aligns with this for straightforward mapping.

#Fiscal year

Ensure your fiscal year settings match between LUMA and Fortnox for accurate reporting.

#Troubleshooting

#Export errors

If transactions fail to export:

• Check that the Fortnox connection is active in Apps
• Verify transactions are categorized (uncategorized transactions can't export)
• Check category mappings are complete

#Mapping errors

If transactions appear in the wrong account:

1. Review category mappings in Fortnox settings
2. Re-categorize affected transactions in LUMA
3. Export again

#Reconnecting

If the connection expires:

1. Go to Apps
2. Click Reconnect on Fortnox
3. Re-authorize with your Fortnox credentials

Fortnox connections may need periodic re-authorization for security.

#Disconnect

To remove the connection:

1. Go to Apps
2. Click Disconnect on Fortnox
3. Confirm disconnection

Previously exported data remains in Fortnox. New transactions won't export.

#Working with your accountant

#Before connecting

• Discuss category mappings with your accountant
• Agree on which accounts transactions should flow to
• Set up the appropriate BAS accounts in Fortnox

#Ongoing workflow

1. Categorize transactions in LUMA
2. Attach receipts for verification
3. Export to Fortnox when ready (weekly, monthly, or as needed)
4. Your accountant reviews in Fortnox for final adjustments

#Year-end

• Export all transactions before year-end close
• All transactions and receipts are in Fortnox
• Your accountant has clean, organized data
• Reduces year-end preparation time significantly

#Tips

• Categorize promptly: Keep transactions categorized so exports are ready
• Attach receipts: They export automatically as verification
• Review mappings: Work with your accountant to verify
• Export regularly: Weekly or monthly keeps Fortnox current

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