This course is designed to educate Ramp partners on how to effectively integrate and use Ramp with QuickBooks Desktop. It will provide a comprehensive overview of the integration process, exporting and importing data, and leveraging Ramp’s features to enhance financial management workflows. By the end of this course, partners will be equipped to implement and troubleshoot QuickBooks Desktop integrations for clients, as well as communicate the value of Ramp’s accounting capabilities.
By the end of this course, you will be able to:
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Understand the basics of QuickBooks Desktop integration with Ramp.
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Set up QuickBooks Desktop for Ramp integration, including creating required accounts in QuickBooks Desktop.
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Export and import data (e.g., IIF files).
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Use Ramp’s tools to manage transactions, reimbursements, bills and reconciliation within QuickBooks Desktop.
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Demonstrate the value of Ramp’s integration with QuickBooks Desktop to potential clients.