Marking transactions as synced

Overview

Marking transactions as synced removes selected items from Ramp's Accounting queue without sending them through Ramp's direct ERP sync. Use this when you will handle the entry outside Ramp or the transaction was already recorded elsewhere.

The exact export button and file type depends on your accounting setup and on whether the transaction is in the Accounting sync workflow. This article covers the export flow from Accounting, not the separate reporting export in Expenses > Card Transactions.

Which flow applies

Mark transactions as synced from accounting

  1. Go to Accounting > Card Transactions and review the items you want to remove from the Accounting queue.
  2. Select only the transactions you do not want Ramp to sync directly to your ERP.
  3. Open the Accounting review screen for those items. On Universal CSV and QuickBooks Desktop setups, this is typically Export all . On direct ERP setups, open the same sync-review flow you would otherwise use from the Ready to Sync toolbar.
  4. Choose the action that matches your setup:
    Direct ERP exception flow: use the sync-review flow's Mark as synced path. Preview-only downloads such as Just download or Preview only do not clear the queue.
    Universal CSV: choose the committed export format your accounting provider expects, such as Export CSV or Journal Entries .
    QuickBooks Desktop: choose Export IIF file or the CSV-based export option your QuickBooks Desktop workflow uses.
  5. If your workflow requires a manual import, upload the downloaded file into your accounting system.

Accounting Card transactions tab with Ready to export filter and Export all button

Review and export dialog with Export as dropdown and Export journal entries button

What happens after export

After you use a committed Accounting sync or export action, Ramp removes the selected items from the Accounting queue so they no longer appear as pending syncs in Ramp.

Preview-only downloads from the direct ERP flow, such as Just download or Preview only, do not change the sync state.

This is separate from the generic export in Expenses > Card Transactions. That download is for reporting only and leaves the Accounting sync state unchanged.

Frequently asked questions

When should I use Download CSV instead of Sync?

Use the committed Mark as synced option in the direct ERP sync-review flow when a transaction should not be sent through Ramp's direct ERP sync, such as when you will record it manually or it already exists in your accounting system. If you only choose a preview-only download option, the transaction stays in the queue. If the transaction should be created in your ERP by Ramp, use the normal Sync action instead.

Does the Expenses > Card Transactions export mark transactions as synced?

No. The export from Expenses > Card Transactions downloads reporting data only. To remove items from the Accounting queue, use the export flow from Accounting.

What should QuickBooks Desktop customers export?

QuickBooks Desktop file export supports IIF, CSV file, and journal-entry CSV exports from the Accounting review screen. Many QuickBooks Desktop workflows use the IIF option first, but the same screen also supports CSV-based committed exports that remove items from the queue.

Can I unsync or resync a card transaction that was already synced to my ERP?

No. Once a card transaction is successfully synced to your ERP through a direct integration (such as QuickBooks Online, NetSuite, Sage Intacct, or Xero), the sync is permanent and cannot be reversed from Ramp. All future edits to that transaction must be made directly in your accounting software. For bills and vendor payments that failed to sync, you can retry the sync from the sync error details.

What should I do if a synced transaction was deleted in my accounting system?

Ramp does not automatically detect when a synced record is deleted in your ERP. The transaction continues to show as synced in Ramp even though the corresponding entry no longer exists in your accounting software. To resolve this, re-create the entry directly in your ERP so it matches the synced transaction in Ramp. If you use QuickBooks Online, the Reconciliation Report can help identify transactions that exist in Ramp but not in QuickBooks, or vice versa.

(Plus only) missing accounting sync permissions?

If you are in the Accounting 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 Accounting role capabilities. You can contact them for more information, and refer to this article for more information on role permissions.

Troubleshooting: can't mark a split transaction as ready for export

If you're trying to mark a split transaction as ready for export and it's not working, here’s what to check:

Additional resources