Show/Hide Toolbars

ACH Universal

Navigation: ACH Universal

QuickBooks Online Edition

Scroll Prev Top Next More

Using QuickBooks Online Edition (QBOE) to create ACH NACHA transmission files

 

 

QuickBooks Online integrates seamlessly with ACH Universal, but it does so in a slightly different way than the installed version of QuickBooks.

 

Vendor, employee, and customer Profile names are automatically imported to ACH Universal, but in QuickBooks Online the ABA/Routing and Account information for those Profiles are set up and retained in the ACH software.  (In the installed version of QuickBooks, the  Profile data is retained in the QuickBooks account.)

 

Please refer to the instructions at each tab:

 

QBOE Setup

 

QBOE Importing Transactions

 

QBOE Profiles

 

QBOE Creating ACH File