Thank you for choosing ACH Universal.
When you start the software, you'll arrive at the Welcome New User Screen - click ACH Universal.
Tip: Canadian users creating EFT files can click on 'Canadian Users'.
Note: If you haven't already installed the software, please download and install the software .
Note: Desktop and Workgroup (SQL Express) users will be able to create an account, however Enterprise (SQL Server) users may need permission/assistance from their IT department.
NOTE: If you would like to setup using SQL Express or SQL Server to share a centralized database, the workstation (client) will need to 'migrate' to the SQL backend before an account is created.
Tip: Make sure you are in the account you created - and not the sample account. Your account name is displayed on the home page and title bar.
You'll enter your bank information in this section, for the account that is paying or receiving funds.
Importing Data
Scroll down to your section:
QuickBooks
QuickBooks Online
Excel, csv file, accounting packages and legacy systems
QuickBooks - Importing Data
Our QuickBooks Integration window enables you to:
--Select the account you want to work with and,
--Create three additional custom fields within QuickBooks to enter your vendor's, customer's and employee's banking information.
Once set up, you'll access the Integration Window to select transactions and create the file.
If you are a QuickBooks user, please refer to this link: QuickBooks
QuickBooks Online - Importing Data
Our QuickBooks Online Integration window enables you to:
--Select the account you want to work with and,
--Create profiles within ACH Universal to enter your vendor's, customer's and employee's banking information.
Once set up, you'll access the Integration Window to select transactions and create the file.
If you are a QuickBooks Online user, please refer to this link: QuickBooks Online
Excel, csv files, accounting programs and legacy systems - Importing Data
Create an Excel or csv file with the four fields: Name, Amount, Account # and ABA / Routing Number.
Can't create a file containing these four fields? Use our profiles to store banking information.
Note: There are over 30 additional fields you can use such as Date, ID, Addenda, etc...
Import the file and map the file from our Home Page - Excel Import Transactions Wizard.
If you are an Excel, csv file user, please refer to this link: Excel, csv file import
Please contact us if you require assistance.
