Overview
Ramp's feature to mark transactions as synced allows users to manage exceptions by removing specific transactions from the accounting sync process. This is especially useful for handling entries manually, or those already accounted for.
Jump to:
- Step-by-step guide
- Best practices and tips
- (Plus only) Missing bookkeeper sync permissions?
- Additional resources
Step-by-step guide
Mark transactions as ready
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- Locate and mark the transactions you don't want to sync by clicking the green check mark.
- Ensure these are the only transactions marked as ready.
- Verify the yellow button says "Sync All" for the number of transactions you marked.
Sync your ready transactions
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- Click the "Sync All" button.
- Choose the "Download CSV" option.
Outcome
- These transactions will be removed from the accounting tab and won't sync to your accounting provider.
Note: This applies to all accounting integrations (QuickBooks Online, NetSuite, Sage Intacct, Xero, etc.)
Best practices and tips
- Verify transaction details: Ensure only the intended transactions are marked as ready.
- Regular reviews: Conduct regular reviews to catch non-sync transactions.
- Archive CSV files: Securely archive downloaded CSV files for audit trails.
- Stakeholder communication: Inform relevant team members of the changes to transaction handling.
(Plus only) Missing bookkeeper sync permissions? 
If you are in the Bookkeeper role and your business is on Ramp Plus, you might not see the ability to mark transactions as ready or sync them with the ERP. That is because your business Owner or Admin may have removed this permission from the Bookkeeper role capabilities. You can contact them for more information, and refer to this article for more information on role permissions.
Additional resources
- Related Documentation: Overview of Ramp Accounting | Syncing reimbursements to accounting
- Ramp Support Contact: For further assistance, contact Ramp Support.