Overview

Our direct integration with Zoho Books allows you to easily transfer information from Ramp to Zoho Books, ensuring your spend data is current and accurate. When Ramp is connected to Zoho Books, it gathers all necessary data for classifying your transactions and this article covers all the basics.

Jump to:

• Introduction 
• What does Ramp look like 
• Setup 
• How will transactions appear in Zoho Books
• How will reimbursements appear in Zoho Books
• How will bills appear in Zoho Books 
• How will statement payments appear in Zoho Books 
• How will cashback appear in Zoho Books 
• FAQs

What does Ramp look like

Here's how the Zoho Books Accounting page appears on Ramp. For detailed information about settings, rules, and additional automations provided by Ramp, please refer to the linked article.

Setup 

Please follow these instructions to connect Zoho Books to Ramp: https://support.ramp.com/hc/en-us/articles/31798891438611-How-to-connect-Zoho-Books-to-Ramp

How will transactions appear in Zoho Books

Ramp card transactions show up as expenses in Zoho Books. Each expense in Zoho Books will include the information from the fields you entered in Ramp (including receipts) and two journal lines: 

• Credit Ramp Card Liability Account 
• Debit Expense Account 

How will reimbursements appear in Zoho Books

Reimbursements from Ramp will show up as expenses in Zoho Books. Each expense in Zoho Books will include the information from the fields you entered in Ramp (including receipts) and two journal lines: 

• Credit Cash account 
• Debit Expense Account 

How will bills appear in Zoho Books? 

Bills from Ramp will show up as bills in Zoho Books. Each bill in Zoho Books will include the information from the fields you entered in Ramp (including receipts) and two journal lines: 

• Credit AP account 
• Debit Expense Account 

How will statement payments appear in Zoho Books?

Statement payments from Ramp will show up as card payments in Zoho Books. Each statement payment in Zoho Books will include two journal lines:

• Credit Revenue or Expense Account
• Debit Ramp Card

Navigate to Banking -> select Ramp Card under Active accounts -> find card payment transaction.

How will cashback appear in Zoho Books?

Cashback redemptions from Ramp will show up as refunds in Zoho Books. Each cashback redemption in Zoho Books will include the information from the fields you entered in Ramp and two journal lines:

• Credit Revenue or Expense Account
• Debit Ramp Card

Navigate to Banking -> select Ramp Card under Active accounts -> find cashback transaction.

FAQs 

1. How are negative transactions synced? 
   • Zoho Books does not allow negative expenses, so Ramp will sync negative transactions as an expense refund. You can find expense refunds by navigating, in Zoho Books, to Banking -> Ramp Card.
2. Will Ramp automatically create vendors for me? 
   • We do not automatically create vendors because vendor is not a required field in Zoho Books.