Speed up your reconciliation process with automated accounting synchronization for your Ramp Business account(s). Cash transfers and earnings payouts automatically sync as journal entries in your connected ERP. Follow the steps below to get started.

Ramp Treasury supports the following accounting platforms:

• QuickBooks Online
• Netsuite
• Universal CSV (including IIF support for QuickBooks Desktop)
• Xero
• Sage Intacct

Accounting sync settings

If you haven’t connected Ramp to your accounting provider yet, please refer to the Overview of Ramp Accounting for more details.

If you already have an ERP connected (either directly or via UCSV), follow these steps to link accounts in Ramp to the corresponding ERP account:

1. Navigate to Accounting > Settings > Sync Settings > Treasury.
2. Select the appropriate GL account mappings for:
   1. Ramp Business Account(s): This account handles deposits and withdrawals. A GL account is automatically created for you, but you can update or create a new account if needed.
   2. Earnings account: This account records earnings revenue from Ramp Business accounts. You can select an existing account in your ERP or create a new one.
   3. Linked bank account: This account is used for the default funding account linked to your Ramp Business account. Again, choose an existing account or create a new one.
3. Choose the sync frequency:
   1. Manual sync: Transfers are synced when you initiate them.
   2. Automatic sync (daily): Transfers are synced automatically on a daily basis.

Note that adjusting accounting settings does not affect the operation of your Ramp cards but affects how Ramp syncs transactions to your ERP system.

Manual Sync / Un-synced Transfers 

If you choose to sync manually, any unsynced transfers (those not started or that have failed) will appear in the table located at Accounting > Treasury in the left navigation bar. From this table, you can manually trigger the sync.

If a provider account mapping is missing, you will see “Configure to sync.” In this case, update the setting under Sync Settings > Treasury before attempting to sync your transfers.

Sync History and Failures

Use the Sync History button at the top right to view and download a CSV file. This CSV shows which transfers have been successfully synced and includes error messages for any failed sync attempts.

UCSV

For businesses using UCSV, you have the option to download a CSV of transfers instead of exporting them directly to your ERP. Downloading the CSV will mark the transfers as synced.

If necessary, you can mark these transfers as unsynced in the Sync History view. This will cause them to reappear in the transfers table.

What activities are synced? 

Activities Synced as Journal Entries

The following Ramp Treasury activity is synced as a journal entry to the ERP:

• Deposit into Ramp Business Account
• Withdrawal from Ramp Business Account
• Earnings payout from Ramp Business Account (monthly)

Treasury-Related Activities Synced by Other Ramp Products

The following other activities are synced by other Ramp products:

• Bills paid from a Business Account: Synced as a bill with Business Account as the source bank account
• Reimbursements paid from a Business Account: Synced as a reimbursement with Business Account as the source bank account
• Card statements paid from Business Account (30-day and 1-day): Synced as a card statement payment with Business Account as the source bank account

Billing statements paid from a Business Account: Synced as a billing statement payment with Ramp Business account as the source bank account

Activities Not Yet Synced Automatically

The following activities do not yet sync automatically.

• Ramp Investment Account 
  • Deposits into Ramp Business account from an Investment Account
  • Withdrawal from an Investment Account to a Business Account
  • Buy or sell orders from an Investment Account
  • Dividends from an Investment Account
• External Accounts
  • External Deposits (i.e., deposits from a non-linked account)
  • External Withdrawals (i.e., Payroll)

For these transactions, you will need to manually journal them in your ERP. Go to Treasury > Accounts > History to locate these transactions and record them manually.