caspick.blogg.se - How to enter expense receipts in quickbooks

Why? If we connect through the banking tab, this doesn’t allow us to send the valuable information that we gather on Ramp and in turn, doesn’t allow you to take full advantage of the automation tools that we’ve built for you. Note that we do not connect to QuickBooks Online through Quickbooks, which other companies do. If the default 'Ramp Card' account created is not a credit card liability account, you'll run into errors when you try to sync transactions (you can resolve this by changing the Ramp Card account to a credit card liability account within QuickBooks Online). It's important to note that the default account to which you sync transactions MUST be a Liability and Credit Card type account in QuickBooks Online.

Back on the Ramp Dashboard, select the default accounts where Ramp will send your transactions and reimbursements.

Select the QuickBooks company you wish to sync to.

Click on the Accounting tab on your Ramp Dashboard.

To set up Quickbooks Online, please follow the below instructions:

For more information on settings, rules, and other automations that Ramp offers, please reference this article. We will attempt to find the vendor for you by matching the vendor name on Ramp to the vendor names you have on QuickBooks so you don’t have to. If an employee uploads a receipt to a transaction after that transaction has been synced, we will automatically send that receipt over without you having to manually add it to your instance.īelow is what the QuickBooks Online integration looks like on Ramp after you set it up.

Receipt Attachment: the receipt within Ramp will sync over as an attachment to your QuickBooks instance.

The vendor will show up in the QuickBooks Vendor column as “New.” and by syncing it over, you will create the vendor.

Vendor creation: If we detect a vendor that isn’t on your QuickBooks Online instance, you will have the option to create that vendor within Ramp.

We’ve also built some additional features to make the integration more robust. For reimbursements, we send them as bills and settle them with bill payments. Historically, other companies have synced credit card transactions through the banking tab, however this doesn’t allow us to send the valuable information that we gather on Ramp and in turn, doesn’t allow you to take full advantage of the automation tools that we’ve built for you.

When we sync over transactions, we sync them over as an expense. We also want you to have full control over what happens so we don’t change any settings on your QuickBooks Online instance.

We have a direct integration with Quickbooks Online that allows you to seamlessly integrate and push information from Ramp to Quickbooks to always keep an up to date and accurate account of spend on QuickBooks Online.