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Ramp invites you to join this event:
Accounting Overview - Other Providers (Universal CSV)
Average time
1 hour
This session will cover:
- How to import your Chart of Accounts to Ramp
- How to import additional fields to Ramp (class list, vendor list, etc.)
- How to code your transactions
- How to export your transactions to your accounting provider from Ramp
- Difference between CSV export vs. Journal Entries export
Before the session:
To complete the setup process, please have your Chart of Accounts and additional fields downloaded from your accounting provider prior to the Accounting Overview session with Ramp.
Lastly, create a Ramp liability account for transactions to post to with the type being “credit card” in your accounting provider. A best practice here is keeping the name of this “Ramp Card.”
Hosted By:
Charlotte Hylinski
Customer Community Specialist
Charlotte is our Customer Community Specialist focused on building virtual & physical spaces for our Customers to connect. She's lived in New York City since starting at Ramp in the summer of 2022. Before this, she grew up in Charlotte, NC (Charlotte from Charlotte!) and graduated from Yale University.
