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Bookkeeping

If bank feeds are enabled in Ramp, do you need to disable QuickBooks' auto-posting bank rules to avoid duplicate postings?

48:10From the June 18 call · Bonus Lab with Ramp

It's not a hard requirement to disable QBO auto-posting, though picking one system likely makes more sense. If Ramp identifies that a transaction has already hit the GL (already posted via the QBO feed), it will match to that entry rather than posting a duplicate — it just clears the transaction from the Ramp list by showing the match. Ramp refreshes every time you access the bank transactions screen, which should eliminate duplicate risk on Ramp's side. The speaker noted being less familiar with exactly how QBO handles deduplication or how often QBO's own feed refreshes. Longer term, the expectation is you could disconnect the QBO-side feed and rely solely on Ramp.

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