***This method keeps the banking information in ACH Universal rather than in QuickBooks.***

Integration with QuickBooks can be based on storing your Customers', Employees' and Vendors' banking information in either:

--QuickBooks (on each profile), or

--ACH Universal profiles.

ACH Universal profiles may be added one at a time, or may be imported from an Excel of CSV file.

NOTE:  QuickBooks Online requires that profiles be stored in ACH Universal, and Names must match exactly.

Generally, QuickBooks-based profile storage is preferred, as this avoids the need to create a corresponding profile within ACH Universal.

Note:  If you are creating Split Deposits for employees, you will want to keep all profile banking information in QuickBooks.

There are a number of advantages for using ACH Universal-based storage, including:

--Speed of processing

--Security - limiting the exposure of bank details

--Access to all features within ACH Universal, including recurring transactions, reversing transactions, multiple origination accounts, and other ACH formats.

To set up Profiles in ACH Universal, be sure to choose 'ACH Universal profiles' under QuickBooks Integration->Settings->ACH Settings.

Follow these steps for Creating and Using Profiles

You'll see the option to enter a Profile individually, or to import a spreadsheet of Profiles.

If choosing to store the profile/banking information in ACH Universal, you will not need to record or use the profile fields in QuickBooks.  The three Custom Fields can be 'turned off' by going into the Defined Fields section and unchecking those fields to no longer display.

In ACH Universal

ACH Universal enables you to integrate and pull the transactions from the QuickBooks bank register, match them to the stored Profiles, and create an ACH file (also called a "Nacha" file).

This ACH file contains the payment and collection instructions that your bank will need to carry out your electronic funds transactions.

You can simply upload the file through the bank's web site, or (with an elevated license) ACH Universal can automatically transmit the file to your bank via SSH-SFTP.

ACH Universal:

--Protects you from duplicate transactions by integrating and tracking QuickBook's transaction ID

--Stores all of your customers', employees', and vendors' banking information

--Provides you with a full audit trail of all transactions

--Enables you to manage untransmitted transactions (on temporary hold, permanent hold, etc.)

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