We are new to Ramp. Our accounting solution is Quickbooks Desktop which we also use for payroll. The IIF created by Ramp to export a reimbursement transaction uses the submitting employee’s name in a First Last format for the vendor fields in the IIF. More often than not, that is identical to that individual’s employee record in Quickbooks. Quickbooks will not allow a vendor name to be the same as an employee name. Before Ramp, we would use a Last First format for the vendor list to avoid this. However, with Ramp, we have no ability to map an existing vendor name to people, so in order to import Reimbursement IIFs, we need to do a ton of manual editing in Notepad to revise all instances of the submitting employee’s name to be that of the associated vendor that already exists in QB. Has anyone developed a workaround or solution for this?
Hi James, thanks for posting! Rehana here from the Scaled CSM team at Ramp. Currently, this is the main work around we suggest. Here are some other options to explore as well:
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Open the IIF file as a CSV or Excel file and create a macro in Excel. It will streamline your workflow by eliminating the need to change the formatting each time.
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Use Ramp credit cards - you can tighten up controls so there’s less of a chance for out of policy spend and optimize on 1.5% cashback. You can easily lock cards when they are not in use and set restrictions on them as well.
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