Hi, we use general accounting vendors such as restaurant or hotel so that we don’t have to add every individual merchant as a vendor. How do we add additional accounting vendor categories such as travel in Ramp? Or do we have to add it in Quickbooks desktop and then import it to Ramp?
Hi Rachel! Thanks for the question - I’ll chime in from the Ramp team.
You’re correct – you’ll first add them in QBD, then import them into Ramp. This is because Ramp grabs your chart of accounts & vendor categories directly from QBD for precise spend classification (read more here).
Once you’ve added the new categories in QBD, you can re-sync your accounting system with Ramp to update the vendor list (read more here ).
Best,
Charlotte