Upload Bank Feed (OFX) to ERP systems

Exportable bank feed helps you reconcile Ramp Banking activity on the bank side of your accounting systems. You can now export a standard OFX file of all transactions to/from your Ramp Checking Account(s) and upload it to your ERP system. Go to Accounting > Banking, click the download icon to download the bank feed.

This article provides instructions and resources on how to upload an OFX file into the following ERP systems.

QuickBooks Online

  1. Go to Transactions > Bank transactions
  2. Click the dropdown icon next to "Link account"
    QuickBooks Online Bank transactions page with imported Ramp Checking Account data
  3. Upload the OFX file you exported from Ramp
    QuickBooks Online import dialog with OFX file uploaded
  4. For better matching, select the account already selected for Ramp Checking Account under Sync settings in Ramp
    QuickBooks Online account selection for imported Ramp Checking Account transactions
  5. Click "Continue"
  6. You can now go through the reconciliation process in QuickBooks Online.

For more details, see Quickbook’s documentation here. Note: Direct bank feed connection is now supported, see Ramp Checking Account Bank Feeds: QuickBooks Online and QuickBooks Desktop Set Up for more details.

NetSuite

  1. Go to the import page from Transactions > Bank > Banking Import History > Upload File

    NetSuite Banking Import History page with Upload File option

  2. Upload the OFX file exported from Ramp and select your Ramp Checking Account, then click Import
    NetSuite Upload File page with OFX file and Ramp Checking Account selected

  3. You can now see the Ramp bank transactions in the Match Bank Data page and begin the reconciliation process
    NetSuite Match Bank Data page showing imported Ramp transactions

See NetSuite’s documentation here.

Xero

  1. Select the Ramp Checking Account you'd like to import bank feed data to (Accounting > Bank accounts > Import a Statement).

    Xero Bank accounts page with Ramp Checking Account and Import a Statement option

  2. Upload the OFX file exported from Ramp
    Xero Import bank transactions upload page for OFX file

  3. Select the transactions that you want to import
    Xero review and complete import page showing transactions ready to import

  4. Go through the reconciliation process in Xero
    Xero reconciliation page for Ramp Checking Account transactions

See Xero’s documentation here.

Sage

See Sage’s documentation here. Direct bank feeds is now available, see Ramp Checking Account Bank Feeds: Sage Intacct Set Up.