Accounting Workshop: Quickbooks Desktop

This session will walk you through Ramp’s accounting feature and how to use it. We’ll cover:

• Coding transactions
• Setting up accounting automation rules
• Linking & syncing to your ERP

Our goal is to demonstrate the above while you take action in your own account. We recommend completing a few transactions prior to the call and linking Ramp to your accounting provider so that you can get fully set up during our time together. Please be sure to complete the initial connection in advance of the call. This article will walk you through that process for manual connections to QBD while this article will walk you through setting up the direct integration (only available for Ramp+ customers).