Ramp Checking Account Bank Feeds: Quickbooks Online and Quickbooks Desktop Set Up

This help guide details the steps to enable bank feeds in QuickBooks Online and QuickBooks Desktop, select Ramp, and establish the secure connection to automatically import transactions.

QuickBooks Online

Connect the Bank Account in QuickBooks Online (Video Walkthrough)

• Sign in to QuickBooks Online in an internet browser (e.g. Chrome or Safari).
• Navigate to My Apps > Accounting > Bank transactions .
• Select Connect Account or Link Account .
• Search for Ramp and continue.
• Follow the Ramp sign-in flow and accept the terms and conditions.
• Select the account(s) to connect and complete the account mapping.

View transactions in QuickBooks Online

QuickBooks Desktop

Connect the Bank Account in QuickBooks Desktop (Video Walkthrough)

Connect with Direct Connect

After you set up the account, you can download your electronic statements to your Bank Feeds. When you download transactions for the first time, QuickBooks automatically sets up an account for Bank Feeds.

1. From Banking , go to Bank Feeds .
2. Select Set up Bank Feeds for an account .
3. In the Enter your Bank’s name field, enter and select your bank.

If you’re enrolling for the first time, select the Enrollment Site link. You may need to apply for Direct Connect. If approval is required, contact your bank to confirm whether special sign-in credentials are needed.

After enrollment

1. Select Continue .
2. Enter your online banking user ID and password.
3. Select Connect to connect QuickBooks to your bank’s server.
4. Select the bank account you want to link in QuickBooks.
5. Select Finish once the connection completes.

Frequently asked questions

Does this replace the need to sync from Ramp (Accounting > Banking sync)?

No. The direct bank feed represents the bank side and helps with reconciliation. Ramp’s Accounting sync continues to represent the ledger / book side and should remain enabled.

To avoid duplication, turn off auto-creation of new transactions in your ERP and use reconciliation or matching features instead of posting new entries.

Will Banking transactions still appear in Ramp Accounting?

Yes. Banking transactions will continue to appear in Ramp’s Accounting section, as they represent book-side records, even when the bank feed is enabled.

How can I remove older transactions without syncing them to QuickBooks?

You can export transactions and mark them as synced by selecting Export as → Download CSV.

See the Help Center article herefor more information.