Visma eEkonomi Pro
Work with integration
If you are a limited liability company it is possible to enable an integration with , allowing the program to automatically fetch transactions from your tax account. Once the integration is active, the program checks your tax account for new transactions every morning and import them.
When you set up and activate the integration with , Visma eEkonomi Pro will start to import all transactions available on the activation day and 30 days back. Should any of these transactions already exist in Visma eEkonomi Pro, they will not be imported.
Activate integration
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Go to Settings - Cash and bank accounts.
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Select the tax account and then select Activate connection.
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Follow the instructions in the guide.
In the last step of the guide, the Activate button will take you to s website, where you log in and do the final steps to complete the activation.
Questions and answers
Does the integration cost anything?
No, the integration is free of charge both from our end and s end.
Can I send payments to my tax account through this integration?
No, at this point you cannot send payments even if you have both a bank integration and the tax account integration.
Why has my tax account integration not started?
Make sure all signatories have signed the agreement by logging into s website and going to Mina sidor - Företagsinformation - Ombud. You can also cancel the activation and start from scratch by going to Settings - Cash and bank accounts - Tax account - Cancel activation.
I'm missing a transaction, what do I do?
This should normally never happen, but if it does happen you can manually create transactions the same way you could do before. Under Cash and bank, select Tax account from the Account list, click the New tax transaction button and add information about the transaction.
Related topics
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Monthly reconciliation, tax account |
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Searchword: bank integration, automation, tax integration