Welcome to our Help Center

Steps to Connect Loomis Pay with Fortnox

1. Log into Fortnox using your browser.

2. Visit Loomis-Pay Portal.

3. Use the login: [email protected] (password: <xxx>).

4. You will be redirected to the Connections section.

5. Click on +Create.

6. Select Fortnox. You will be redirected to Fortnox to approve the application.

Creating the Accounting Application

1. Navigate to Accounting under Applications.

2. Click +Create in the top right corner.

3. Select or search for the Merchant in the Merchant field.

4. Choose Fortnox as the connection.

Setting Up the Accounting Integration

1. Return to the Merchant from the list.

2. Click on the “Accounting Stores” tab.

3. Click Create Accounting Store.

4. Fill out the fields. If the "File Upload" option is checked to “Yes”, a PDF file summary of the sales will be sent along with the transfer. This requires “Archieve space” from Fortnox to work. If the customer does not have this, select “No”.

5. Click Save. Your initial settings are now set.

In Accounting Stores, click on your newly created store. Now, you can start mapping products for this Store. Click on Account Mappings to begin.

In Payment Accounts, map the payment types the Merchant uses in their store to an account in Fortnox. Remember to map all payment types, including the Return Payment side, to balance the transfer.

In “VAT Rate Accounts”, map the VAT rates to an account in Fortnox. There may be more than one VAT account.

In Product Accounts, map the products to their respective accounts for correct transfer. You can multiselect products and use the Actions → Edit Selected to change multiple items at once.

With all these steps completed, your configuration is done. Now, you can proceed to the actual transfers.

Transfers and Breakdown

When a POS is closed with “Settle and Close day”, the transfer to Fortnox will happen automatically shortly after. You can track your transfers under “Exported Trading Days”. Each transfer will have a message indicating its status.

Clicking on a transfer will provide insights on what has been transferred and how the transfer went. In Fortnox, the VAT is separated out to different accounts, and the value is deducted from the Sales account (so the sales is WITHOUT VAT).