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Easily Create & Transmit ACH Files

If you ever need to change banks, we suggest that you do not edit your old bank's information.  Instead, we suggest that you add a new Account. This can be done by doing the following:

 

Create an Account

Click File>New Account. 

Select “Create an Account" and click "Next".

Account wizard

Enter a name for the Account.

Account wizard

Congratulations! You have finished creating the Account. Click Finish and the software will flip you into the new Account.

congratulations

Next Step

If you have your account information from your bank, you will enter it at the ACH Setup.

(Note:  You can create ACH files for internal testing without this information.)

 

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