A team admin connects Ramp once from Banking. VRTrust then sets up your Ramp checking and credit card accounts, sends your chart of accounts, contacts and listings to Ramp, and becomes Ramp's accounting connection. From then on, Ramp card spend and bills entered in Ramp come into VRTrust as expenses, and you can pay vendors and owners by ACH.
Before you start
Your Ramp business account is open and you can sign in as a Ramp admin.
In Ramp, disconnect QuickBooks or Xero if either is set as the accounting connection. VRTrust must be the only one.
Your VRTrust chart of accounts, vendors, owners and listings are set up. Whatever exists in VRTrust is what Ramp receives.
Your other bank accounts are connected through Plaid.
Connect
In VRTrust, go to Banking, click Add a bank account, choose Sync bank records and send ACH payments, and click Continue.
Sign in to Ramp and approve access.
Wait for the first sync to finish. You can follow it under Connections → Syncs.
Open the Ramp connection's Workflows tab and check which workflows are on.
The Sync bank records and send ACH payments option connects Ramp and needs a Ramp account. The other two options are for non-Ramp banks: Sync bank records connects a bank through Plaid, and Track an account manually lets you import CSV files.
What VRTrust sets up for you
Item | Where it appears |
Ramp Operating account (your Ramp checking) | VRTrust bank accounts, named "Ramp Operating - Ramp Checking" |
Ramp Credit Card account (all cards in one) | VRTrust bank accounts, named "Ramp Credit Card - [entity name]" |
VRPlatform as Ramp's accounting connection | Ramp → Accounting settings |
Chart of accounts | Ramp → Accounting fields → Accounting Category |
Vendors and owners | Ramp → Accounting fields → Accounting Merchant |
Listings | Ramp → Accounting fields → Listing |
Bill to Owner | Ramp → Accounting fields → Bill to Owner |
After connecting, check
Both Ramp accounts show under bank accounts with the right start date.
Ramp → Accounting fields lists Accounting Category, Accounting Merchant, Listing and Bill to Owner.
Vendors in Ramp appear once each, with no duplicates.
If something is missing, see Troubleshooting Ramp.