QuickBooks Online integration: Custom fields

Overview

Available on Ramp Plus. See Ramp Plus overview for plan details.

Ramp supports selected QuickBooks Online (QBO) custom fields so you can keep accounting data consistent between Ramp and QuickBooks.

QuickBooks custom fields are available to customers on the Ramp Plus plan and above.

Plan requirement

QuickBooks custom fields are available to customers on the Ramp Plus plan and above.

Ramp imports eligible QuickBooks custom fields automatically. If your business connected QuickBooks Online before March 15, you may need to disconnect and reconnect your QuickBooks Online integration so Ramp can use the updated Intuit OAuth scopes.

Supported custom fields

Ramp currently supports QuickBooks Online custom fields that are:

• Active in QuickBooks Online
• Assigned to Bills or Purchase Orders
• One of the following field types:
  • Text
  • Dropdown (single-select)
  • Date

Supported transaction types

You can currently use QuickBooks custom fields in Ramp for:

• Bills
• Card Transactions
• Purchase Orders
• Reimbursements
• Vendor Credits

How the feature works

When an eligible QuickBooks custom field exists in your QuickBooks account, Ramp imports it as an accounting field option in Ramp.

When you sync a supported transaction from Ramp to QuickBooks:

• Ramp sends the selected custom field value to QuickBooks.
• If the value is later removed in Ramp and the transaction syncs again, Ramp clears the value in QuickBooks .

Custom fields sync at the transaction level, not the line-item level.

Current limitations

QuickBooks custom fields are not currently supported for:

• Sales transactions
• Contact or project records
• Line-item level syncing

Enable QuickBooks custom fields in Ramp

If you are on the Ramp Plus plan or above, Ramp pulls in eligible QuickBooks custom fields automatically. To use a field in Ramp, an admin must enable the relevant field in Accounting > Settings > Accounting Fields.

If your business connected QuickBooks Online before March 15 and custom fields do not appear in Ramp, disconnect and reconnect your QuickBooks integration.

Step 1: Disconnect QuickBooks Online

1. In Ramp, go to Accounting .
2. Click Settings .
3. Scroll to Danger zone .
4. Click Disconnect QuickBooks .
5. Confirm that you want to disconnect the integration.

Disconnecting QuickBooks stops future syncs until you reconnect.

Your Ramp accounting settings, mappings, and category rules remain saved, and Ramp does not remove data already synced to QuickBooks.

Step 2: Reconnect QuickBooks Online

1. After disconnecting, follow the accounting provider setup flow .
2. Select QuickBooks Online .
3. Click Connect to QuickBooks .
4. Sign in to the correct QuickBooks Online account.
5. Select the QuickBooks company you want to connect to Ramp.
6. Follow the prompts to authorize Ramp and finish setup.

What happens after reconnecting

After reconnection:

• Ramp resumes syncing new accounting data.
• Your existing Ramp accounting settings remain unchanged .
• Data that already synced to QuickBooks stays in QuickBooks .
• Ramp imports any eligible QuickBooks custom fields so they can be used in Ramp.

Troubleshooting

If you do not see a QuickBooks custom field in Ramp, confirm that the field:

• Is active in QuickBooks Online
• Uses a supported field type (text, dropdown, or date)
• Is assigned to Bills or Purchase Orders in QuickBooks

If the field meets these requirements and still does not appear, try disconnecting and reconnecting QuickBooks Online again to refresh the available fields.