How Visma Skatt & Bokslut Pro interacts with other products

When Visma eEkonomi is selected as data source, your accounting data is automatically transferred without you having to do anything. If there are source documents in Visma eEkonomi, such as scanned images, these are included as well. When needed, you update the information with a single click.

Read more in the topic Set up data source.

Based on your information in Visma eEkonomi, the following appendices will be created automatically:

• Account receivable ledger
• Accounts payable ledger
• Accrued income
• Accrued expenses
• Allocations and dormant VAT
• Dormant input VAT
• Dormant output VAT
• Doubtful debt
• Fixed assets

Read more in the topic Automatically generated appendices.

If you have set up checklists with checkpoints in Visma Advisor, they will be automatically updated when the following happens in Visma Skatt & Bokslut Pro:

• BS accounts marked as done

• IS accounts marked as done

• All items in the annual report is marked as Done

• All tax forms are marked as Done

• Period locked/unlocked

• Financial year locked/unlocked

• Tax return - Submitted to Skatteverket for signing

• Tax return - Signed at Skatteverket

To set up your checkpoints, see the Visma Advisor help - Mark your tasks/checkpoints as completed.

If you are using Visma eEkonomi, you can transfer all closing entries by clicking the button Export closing entries to Visma eEkonomi under Closing entries.

Read more in the topic Closing entries.