I’m trying to figure out Bill Pay. I did one bill and uploaded to QBD.
Ramp creates a Bill. Then makes a general entry for the payment, taking the money out of Accounts Payable and writing it to the checking account the ACH came out of.
This leaves Accounts Payable at zero, but leaves my Bill as unpaid - if I go to my bill section in QBD it says I still have to pay that bill. Then if pay it in QBD, it does the same as RAMP, taking it out of Accounts Payable and into the checking - but now it’s doubled my payments up. So I have to delete the Ramp Journal Entry.
Yes - we have had this issue since the beginning. We do not import the General Journal lines created by Ramp to QBD so that we don’t have to delete in QBD. It’s a bit of a pain but haven’t found a way around this.
I open the export file with Excel, and if it contains both Bills and General Journal lines, I make a copy of the file, delete the General Journal lines, and then import to QBD.
The only way I’ve found to “pay” a bill in QBD using the Ramp General Journals is:
Import the payment from Ramp to QBD
Go to Vendors >Pay bills.
Check the boxes to select the bills you want to pay, and in the "Discount & Credit Information box it will show you the “Total Credits Available” for that vendor (which should include the Ramp payments recorded as General Journals).
Click “Set Credits” to apply the Ramp General Journals to “pay” the bill in QBD.
That being said, I typically just import the bill and not the General Journal payment into QBD because I don’t like the look of the General Journals “paying” the bills, but that’s personal preference.
Does anyone use Ramp PLUS as they say they have more integration with QB Desktop if your on Plus and I wanted to know if it’s still the same silly journal entry but just without the manual import/export.