Accounts & Payments
The Accounts & Payments app is available from the start in all Dooer accounts. Get started by adding the bank accounts you wish to use with the app. Once you have added bank accounts, you can sync transactions in Dooer and send payments to the bank directly from Dooer.
Add Accounts
Before you start using the Accounts & Payments app, you need to add the bank accounts you want to use in the app.
- To add bank accounts, go to settings in the menu and select Företagsinställningar and then the Bankkonton tab.
- Click the Lägg till button and choose the type of account you want to add, then click on the Gå vidare button.
In the following steps, follow the instructions to authenticate yourself with the institution you are adding accounts from.
Send Payments
Other Dooer apps can create payments for you to approve and send to the bank. Click on ATt godkänna under Betalningar to see payments awaiting handling.
Select the payments you want to send to the bank, click on Godkänn betalningar, and then follow the on-screen instructions to choose the account to pay from and sign the payments with the bank.
Sync Transactions
Under Kontohändelser, you can view events for all your accounts collectively or for each account individually. Update the account events displayed in Dooer by clicking the Synka transaktioner button. When you synchronize Dooer with the bank, follow the on-screen instructions to authenticate yourself with the bank.
Banks and Institutions
The table below shows the bank integrations currently offered by Dooer:
| Handelsbanken | Länsförsäkringar | Nordea | SEB | Swedbank | |
|---|---|---|---|---|---|
| Sync Accounts | Yes | Yes | Yes | Yes | Yes |
| Fetch Bankgiro Details | Yes | Yes | Yes | Yes | |
| Send Payments | Yes | Yes | Yes | Yes | Yes |
| Sync Currency Accounts | Yes | Yes | Yes |
FAQ
Can I sync my tax account?
Yes, add tax accounts the same way you add a bank account by selecting Skatteverket - Skattekonto.
Can I sync PayPal accounts?
Yes, as long as the PayPal account is a business account and only has accounts in SEK. If there are accounts in other currencies, you cannot sync any account with Dooer.
Can I sync a private bank account?
No, bank accounts must be registered to the company to be syncable with Dooer.
Can I sync depot accounts?
No, we do not currently support depot accounts.