ACH Universal > First Steps > ACH Universal Self-Guided Tour > Importing transactions
Overview
Importing transactions is the process to import a file holding transactions into ACH Universal.
Suggested
It is suggested you review Working in ACH Universal to familiarize yourself with the basic buttons and options.
Steps
From the Main Screen, click the Import transactions button. Alternatively, you can select the Import menu from the main menu and select "ACH Transactions."
This will load the the ACH Transactions Import Wizard (Figure 1 below).
 Figure 1 - ACH Transactions Import Wizard |
In the text box, the sample data file has already been entered. You can click the Folder button to browse to a different file. (Alternatively, you can copy data from an Excel spreadsheet and paste into the grid at the bottom of the screen. Best practice is a file import, however).
Click Next.