Installation Steps

Find the app in the Shopify App Store

Log in to your Shopify admin (the page where you manage your store).In the left menu, click Apps. A search field appears at the top. Type Visma e-conomic Integration and press Enter.

The app appears in the search results. Click on it to open the app page.

Install the app

Start the setup

After installation, the app opens with a welcome screen.Click the green Get started button to begin the setup.

Connect your e-conomic account

This step links your Shopify store to your e-conomic account, so the two systems can share data.

Click the black Connect to e-conomic button. A Visma e-conomic login window opens.

• If you already have an e-conomic account: log in with your usual e-conomic username and password, and approve the connection.
• If you do not have an e-conomic account yet: you can create one in the same window before connecting.

The login happens on Visma’s own secure page. The app never sees or stores your e-conomic password.Once you have logged in and approved, you are sent back to the app, and the connection is complete.

If you want to see how the app works before connecting your real account, click Schedule demo instead. A team member will walk you through the setup live, free of charge.

Review your settings

After connecting, you land on the You’re All Set page. The app has already chosen sensible settings for you. You can use these as they are, or change them at any time.

What the automatic settings mean:

Setting	What the app does	Why it matters
Invoice creation: When Created	An invoice is made in e-conomic the moment an order is placed in Shopify	You never have to create invoices manually
Customer lookup: Based on Customer Name	The app checks if the customer already exists in e-conomic by matching their name. If yes, it reuses that customer. If no, it creates a new one	Prevents duplicate customers in your accounting
Product lookup: Based on Title	The app matches Shopify products to e-conomic products by product name	Keeps your product list consistent in both systems
Tax handling: Automated	The app reads the tax (VAT) on each Shopify order and applies the correct tax code in e-conomic	Your VAT is booked correctly without manual work

To change any of these, click Customize in the top right of the settings box.

By default, every order is sent to e-conomic as its own invoice. If you would rather book your sales as one daily summary instead of individual invoices (common for shops with many small orders), click Switch in Settings and choose Sales Summary Sync.

Set up journal entries (optional, for Booked Invoices)

This section only applies if your invoices are booked (finalized) in e-conomic. It tells the app which accounts in your chart of accounts to use when recording payments.When you turn on the Journal Entry Preferences toggle, a confirmation popup appears: Enable bookkeeping?This popup explains that once you confirm, the app will start creating journal entries in the e-conomic accounts you select below.

Start in Manual mode. In Manual mode, the app prepares the journal entries but does not book them automatically, so you can review and test them first. Switch to Auto mode only once you have checked that the entries are correct.

Click Confirm to enable bookkeeping, or Cancel if you are not ready yet.If you are unsure what to choose here, click Send to accountant. This sends the settings to your accountant so they can pick the right accounts for you. You do not need to guess.The four fields:

• Clearing account for payment – a temporary “waiting” account where the payment is recorded until the money actually arrives in your bank. This keeps your bookkeeping tidy while payments are on their way.
• Account for payment processor fee – the account where fees from your payment provider (for example Shopify Payments or PayPal) are recorded as a cost.
• Account for payment to bank – the account that represents your bank account, where the money is recorded once it is paid out to you.
• Select Journal – the journal in e-conomic where these entries are placed. A journal is simply a folder where bookkeeping entries wait for approval.

Choose an account in each dropdown and click Save.

Test that everything works

Verify your integration before using it with live data.

1. In the Quick actions box on the right, click Test with Sample Data. The app creates a test invoice in e-conomic using sample information.
2. Open e-conomic and confirm the test invoice appeared.
3. Back in the app, click Open Dashboard. The dashboard shows every order that has been synced, so you can always see what was sent to e-conomic and when.

Setup is now complete. From this point on, new Shopify orders are sent to e-conomic automatically.