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Ramp invites you to join this event:
Accounting Overview - Other Providers (Universal CSV)
Average time
1 hour
This session will cover:
- How to import your Chart of Accounts to Ramp
- How to import additional fields to Ramp (class list, vendor list, etc.)
- How to code your transactions
- How to export your transactions to your accounting provider from Ramp
- Difference between CSV export vs. Journal Entries export
Before the session:
To complete the setup process, please have your Chart of Accounts and additional fields downloaded from your accounting provider prior to the Accounting Overview session with Ramp.
Lastly, create a Ramp liability account for transactions to post to with the type being “credit card” in your accounting provider. A best practice here is keeping the name of this “Ramp Card.”
Hosted By:
Rehana Rohman
Scaled Customer Success Manager
Rehana is a Scaled Customer Success Manager at Ramp focused on onboarding and implementing customers at scale. She is a New York City native with a passion for eating desserts and has been working in the startup world for 5 years now.
