Editing the accounting date on Ramp

Overview

When syncing transactions on Ramp, you may get an error message telling you your accounting period is closed. This occurs when a transaction you try to sync belongs to an accounting period already closed in your software.

You can always re-open your books for that month and sync that transaction into your software. Alternatively, you can edit an accounting date on Ramp directly.

How to resolve

Click on the transaction you need to edit on your accounting tab and scroll to "Advanced"

Transaction Advanced section showing the Accounting Date field

From there, edit the accounting date to a period that is currently open in your accounting software.