Jortt

Jortt is a modern cloud accounting solution designed for freelancers and small businesses. This guide covers both connecting your Jortt account and configuring it for optimal order processing and financial management.

Before You Start

Prerequisites

• Active Jortt subscription
• Admin access to your Jortt account
• Completed settings configuration
• Connected BrickLink and/or BrickOwl stores

What You'll Need

• Client ID - Public identifier for your application
• Client Secret - Secret key for your application

Part 1: Connecting Jortt

Step 1: Obtain API Credentials

1. Log into your Jortt account
2. Navigate to: Settings → API
3. Choose custom API and click the green plus button
4. Give it a name and give read/write access for invoices, customers**
5. Click Add Application and copy the Client ID and Client Secret

Step 2: Configure Connection

1. Navigate to: /home/accounting/connect
2. Select "Jortt" from the package dropdown
3. Enter your credentials:
   • Client ID: Your application's public identifier
   • Client Secret: Your application's secret key
4. Click "Connect to Jortt" to verify credentials and save the connection

Connection Status

• Connected: Green indicator shows successful connection
• Disconnected: Red indicator shows connection issues
• Testing: Yellow indicator during connection validation

Part 2: Configuring Jortt Settings

After successfully connecting Jortt, you'll need to configure how orders are processed and mapped to your accounting system.

General Settings

Invoice Line Item Structure: Each order creates an invoice with separate line items for different tax treatments:

Margin Goods Line Item:

• Products subject to margin scheme (VAT-free)
• Maps to general ledger accounts based on customer location:
  • Domestic: Sales within your country
  • EU: Sales to other EU countries
  • Export: Sales outside the EU

VAT Goods Line Item:

• Products with standard VAT rates
• Maps to general ledger accounts based on customer location:
  • Domestic: Sales within your country with your country's VAT
  • EU: Sales to other EU countries with your country's VAT
  • Export: Sales outside the EU (VAT-free)

Other Line Item:

• Other costs with appropriate VAT treatment
• Single general ledger account mapping for all handling fees

Shipping Line Item:

• Shipping costs with appropriate VAT treatment
• Single general ledger account mapping for all shipping revenue

This structure ensures proper separation of different tax treatments and revenue streams, making your Jortt reports accurate and compliant with accounting standards.

Troubleshooting

Connection Issues

"Invalid Client ID/Secret"

• Check credentials: Verify Client ID and Secret are copied exactly
• Regenerate credentials: Create new application credentials if needed
• Account access: Ensure your Jortt account has API access enabled

Configuration Issues

"Fields Not Loading"

• Check connection: Verify Jortt is still connected
• Administration: Ensure an administration is selected
• Refresh: Try refreshing the configuration page

Next Steps

After configuring Jortt:

1. Test integration - Process a few test orders
2. Verify invoices - Check that invoices are generated correctly
3. Review reports - Ensure financial data is accurate
4. Set up automation - Configure automated processes