Activate Dooer Accounting

This is documentation about enabling Dooer Accounting which you can reach by clicking Bokföring in the left sidebar. If you haven’t enabled Dooer Accouting yet, you will be greeted by a big splash screen describing the functionality of Dooer Accounting when clicking the link. If so, this guide is for you.

To get started, click the green Kom igång button.

Activate Dooer Accounting.

Clicking Kom igång takes you through a 4-step process to activate Dooer Accounting.

Step 1: Bokföringsinställningar (Accounting settings)

This steps allows you to set up the most important settings for your company’s accounting.

Bokföring i Dooer från (Bookkeeping in Dooer from)
Specify the date from which you start accounting in Dooer.

If the company is newly started, we recommend that you enter the date that the company’s first fiscal year starts.

If the company is established and has accounting in another system, we recommend that you switch to Dooer just after you have reconciled a VAT period and submitted a VAT declaration.
Bokföringsmetod (Accounting method)
Specify the accounting method that has been registered with the Swedish Tax Agency for your company.
Är registrerad för moms (Registered for VAT)
Specify if your company is registered for VAT with the Swedish Tax Agency.
Skattskyldig för moms från (Liable for VAT from)
If your company is registered for VAT with the Swedish Tax Agency, specify from which date it applies.
Momsperiod (VAT period)
Specify if you are registered to declare VAT monthly, quarterly, or annually.

This information is used to ensure that VAT returns get the correct periods and are reported to the Swedish Tax Agency on time.
Inlämning (Submission)
Different companies have different submission dates for VAT returns. Specify the VAT declaration time for your company.

Step 2: Räkenskapsår (Fiscal year)

In this step, you create fiscal years you want to account for in Dooer. You can choose between creating an empty fiscal year or importing an existing one from an SIE file.

Lägg till (Add)
Click on the Lägg till button and enter the year’s start and end dates.

If you have balances from prior accounting, you can set them on the newly created fiscal year. Click on Sätt ingående balanser and add rows with balances for assets and equity and liabilities.
Importera SIE-fil (Import SIE file)
When you import fiscal years from a file, there are two options.

Med omföring (With reclassification)

This option means that during the import, you reclassify your accounting from the previous chart of accounts to Dooer’s chart of accounts. Choose this option if you are importing the current fiscal year since you can only continue accounting in Dooer’s chart of accounts.

Utan omföring (Without reclassification)

This option means you import accounting without reclassification to Dooer’s chart of accounts. Use this option if you are importing previous fiscal years since you cannot continue accounting in a fiscal year that uses a different chart of accounts than Dooer’s.

Step 3: Bank och betalkonton (Bank and tax accounts)

In this step, you can add the company’s bank accounts. You can sync bank accounts at Swedbank, SEB, Handelsbanken, Nordea, and Länsförsäkringar Bank, as well as the tax account via Dooer’s integrations and mobile BankID.

You can also add other accounts that you sync manually by uploading account transactions via file.

Note that all bank accounts where the company has money need to be accounted for. Therefore, make sure to add all the bank accounts the company has.

Lägg till (Add)
Click the Lägg till button, select the account type you want to add, and then click the Gå vidare button.

In the following steps, follow the instructions to authenticate yourself with the institution from which you are adding accounts, after which the accounts are added to Dooer.

Step 4: Nästa steg (Next steps)

Here you can choose to activate additional Dooer apps.

Click the Fortsätt till Dooer boka själv button to complete the configuration of the accounting app.