QuickBooks Online Error | Split Transactions: Unable to select "Field" as an option

Overview

Ramp has received the following error message from your Accounting Provider QuickBooks Online:

Why is this happening?

Your QuickBooks Online instance may have been set up incorrectly and a field is not pulling in as splittable.

If Class is missing entirely, first enable QuickBooks Online classes in Ramp. Transaction-level class tracking allows Ramp to import classes, but splitting requires row-level class tracking.

How do I resolve this error?

  1. Within QuickBooks Online, click the settings cogwheel in the top right
  2. Go to Account and settings > Advanced > Categories . Track Classes should be set to “One to each row in transaction” and not “One to entire transaction”. We read that setting when we pull the tracking categories from QBO.
  3. Save your QuickBooks Online settings. In Ramp, open Accounting, select Settings, then Accounting fields, and select Refresh. If Ramp says a refresh occurred recently, try again in a few minutes.

Track Classes settings with options to warn for unassigned transactions and assign classes to each row.