Before you get started
This integration is available with a paid Fortnox license that includes access to all of the integrations available with Fortnox.
The Fortnox account login credentials (see below) needs to be for a Fortnox account with bookkeeper-level access.
Connect Pleo to Fortnox
Click on Settings
Select Fortnox from the available options
Use your Fortnox login credentials to approve the integration.
Connected! Follow the next steps to ensure that your accounts and categories are properly synced.
Setting up the accounts
Setup a Contra account number. We recommend customers to create a new account in the chart of accounts, using a number 194* for Pleo. Just as you would for a bank account.
Choose a bank account for your Pleo Pocket expenses. This will be the transition account to which the expenses are accounted against until they have been reimbursed.
Choose a Pocket reimbursement account. This will typically be the account from which you send the reimbursement.
Last but not least is the ingoing VAT account for normal expenses, usually 2641 in Sweden.
Choose a verification series
Many customers choose to create a new verification series and use the letter P for Pleo, but you can also use any other fitting letter. Remember to set this up as "Manuell kontering" in Fortnox.
Double check that the new verification series and contra account number to the current year. This can be found by going to the Settings in Fortnox and clicking on "räkenskapsår". The current year should be selected and marked as "Förvalt".
What data is synced between Pleo and Fortnox?
Tax codes from Fortnox are automatically populated in Pleo.
"Categories" in Pleo reflect your chart of accounts in Fortnox. When you set up your categories after enabling the integration, the drop-down menu in Pleo will automatically reflect your account numbers in Fortnox. That said, you will need to give the specific category (account number) a name. The name should be easy for employees to recognise when they assign details to their Pleo purchases.
"Tags" in Pleo reflect your cost centres (kostnadsställen) and projects in Fortnox.