Creating Profiles
You can create profiles manually, one at a time, or you can create multiple profiles at one time by importing an Excel, comma delimited (CSV) or other tabular file type that contains the profile information.
Manually Creating Profiles
Select the 'Profiles' tab > 'Add'.
... and then manually key in the information.
Importing Profiles
First, create a spreadsheet with the basic information.
From the main menu select the Profiles tab > Import > Customers, Employees and Vendors to start the Import Wizard.
The Profile Import Wizard Mapping screen will be displayed (below). Map the file as appropriate...
... and complete the wizard
Afterwards, run a Profiles report (Profiles > View/Edit) to review/confirm your work.
Profile Options in ACH Setup
You can set the following options in ACH File Setup which can be accessed by selecting the 'Settings' tab > 'ACH File Setup'. On screen 7 select the 'Profiles/Origination Accounts' tab.
