This article applies to the following countries Integrations
Chart of accounts
Payment methods
We will start in the first box on the page Integrations.If you want to add several integrations, press Add integration and select the integration you want to add to your organisation. Read more in this article how the system works if you have multiple integrations.Click on the line on your integration (we have SIE-file in our example).A new box will appear on your page. Fill in the information in the settings.Read more about the setting Use review modehere:Advanced settings
On the integration SIE-file, there is a button called Advanced settings at the bottom of the page. This setting gives you the opportunity to create and add new index for dimensions.(This setting may not be visible depending on the chosen integration).If you want to read more about how to add new dimensions, click here Click on the line for AccountsChoose to Create newin the box forEdit accounts.You can add Number and Description manually and press Save changes. Your new account will now be saved on your organisation.The button Export will help you download a list of all uploaded accounts.If you want to import accounts. Click on the button Import.In this example, we choose to Import accounts.You can add a BAS templates of accounts, or from Your own template.Add from your own template
If you want to add from your own template. Click on the button Download templateand add information in the downloaded file, save the file on your computer and press Import. Select the saved file on your computer. The accounts will now be uploaded to your organisation.In this example, we will choose to add templates from BAS 2017. Click on Import on the line for BAS 2017.You need to confirm the addition by pressing Yes in the pop-up box on the page.Save changes when you are done.Tax account
The last setting on the chart of accounts is Tax account. Click on the line to add the tax account.Remember to Save when you are done. Click on the line for Payment methods.Choose to Create new.Add Account and Name, press Save when you are done.Read more about the setting Payment methods and how to add Personal payment methods here Related articles
Last modified on September 9, 2026
