QuickBooks Desktop is an on-premise ERP that Ramp supports via integration. In this course, you’ll walk through the full setup and configuration process required in both QuickBooks Desktop and Ramp, with a focus on how various transaction types—such as card charges, reimbursements, and bill payments—sync between the two systems. By the end, you'll be prepared to lead conversations about integration requirements and functionality, and confidently manage the setup on behalf of your clients.
By the end of this course, you will be able to:
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Differentiate QuickBooks Desktop from cloud-based ERPs.
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Identify how to set up QuickBooks Desktop to enable Ramp integration.
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Recall how to sync Ramp transactions with QuickBooks Desktop.
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Apply diagnoses and resolutions for common Ramp integration issues.
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Recognize how to demonstrate Ramp’s value proposition to clients.