Exportable bank feed helps you reconcile Ramp Treasury activity on the bank side of your accounting systems. You can now export a standard OFX file of all transactions from your Ramp Business Account(s) and Ramp Investment Account and upload it to your ERP system.
This article provides instructions and resources on how to upload an OFX file into the following ERP systems.
QuickBooks Online
- Go to Transactions > Bank transactions
- Click the dropdown icon next to "Link account"
- Upload the OFX file you exported from Ramp
- For better matching, select the account already selected for Ramp Business Account under Sync settings in Ramp
- Click "Continue"
- You can now go through the reconciliation process in Quickbooks Online.
For more details, see Quickbook’s documentation here.
Netsuite
- Go to the import page from Transactions > Bank > Banking Import History > Upload File
- Upload the OFX file exported from Ramp and select your Ramp Business Account, then click Import
- You can now see the Ramp bank transactions in the Match Bank Data page and begin the reconciliation process
See Netsuite’s documentation here.
Xero
- Select the Ramp Business Account you'd like to import bank feed data to (Accounting > Bank accounts > Import a Statement
- Upload the OFX file exported from Ramp
- Select the transactions that you want to import
- Go through the reconciliation process in Xero
See Xero’s documentation here.
Sage
See Sage’s documentation here.