The reason we need this is to be able to obtain financial summary reports to be able to agree Ramp to the financials. We will not touch any other store data. This also allows us to connect Ramp to the accounting system and reconnect as necessary.

1. Login to your Ramp Account

2. On the lefthand side, click "Company" and then "People"
   

   

3. From the top right, click "Invite"
   

   

4. Next, click "Add Accounting Firm"
   

   

5. Enter josh@jhandco.com as the email address to invite
   

   

6. Under Roles, select "Administrator." This will allow us to sync to your accounting software, and help as needed with other miscellaneous items. Finally, click "Send Invite."
   

   

7. And you are done! We will receive an email invitation and we’ll take it from there!

Thank you!
J. Hall and Company