QuickBooks and Ramp, read together
Ramp is where the company spends: cards, receipts, approvals and reimbursements, each waiting to be coded. QuickBooks is the record of what the business earned, owes and is owed. The transaction is in Ramp the moment the card is used; it reaches QuickBooks when someone codes it, which is at month end, in a hurry, to the wrong account.
Liaison reads Ramp and QuickBooks together, matches each transaction to its posting, and tells you what is uncoded, what is miscoded, what is missing a receipt, and what the real spend is by category today.
Where QuickBooks and Ramp disagree
- Transactions in Ramp that have not been posted to QuickBooks, so the books lag the spend by weeks.
- Transactions coded to one account in Ramp and another in QuickBooks, so the two reports never agree.
- Receipts missing in Ramp that the auditor will ask for in QuickBooks.
- Reimbursements approved in Ramp and paid, but not yet in QuickBooks.
- Vendors that appear under three names across the two, so vendor spend is never one number.
Questions it answers across both
- “What did we spend this month by category, in Ramp today, not in the books at close?”
- “Which transactions in Ramp are not posted to QuickBooks yet?”
- “Which transactions are coded differently in the two systems?”
- “Which receipts are missing, and whose are they?”
What Liaison does with QuickBooks and Ramp
- Matches every Ramp transaction to its QuickBooks posting and lists the unposted, miscoded and receipt-less ones.
- Drafts the coding for uncoded transactions from vendor history, for you to confirm; after the first approval it codes that kind of spend on its own.
- Chases missing receipts from the cardholder in your voice, once each.
- Writes the weekly spend summary by category and vendor from Ramp, reconciled to QuickBooks.
What it reads and does in each
Liaison across QuickBooks and Ramp, set up with you, for $629 a month.
- Connects to QuickBooks and Ramp with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what QuickBooks says, what Ramp says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace the Ramp to QuickBooks sync?
No. Keep it. Liaison reads both after the sync and finds what it coded wrong or left behind.
Will it approve spend or pay reimbursements?
Never on its own. Approvals and anything that moves money wait for your yes.
Will it post to QuickBooks?
It drafts the entries and waits for your confirmation on the first of each kind; then it posts that kind on its own.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.