Create a new account in ACH Universal.
From the main menu select File > New Account.
The top option “Create an Account and Add it to your Catalog” should already be selected. Click 'Next', and go through the wizard.
The account name is for internal use and should help you identify the purpose of the account.
Congratulations! You have finished creating the account. Click Finish and you will begin using this account.
Next: Connect to QuickBooks Online
Once an account is created in ACH Universal, you'll want to continue working in that new account. Go to the Quickbooks tab, and click on the "Online Edition" of QuickBooks Integration.
An Account wizard will pop up --
Step 1. If using a version of ACH Universal before 2018 Build 823: Enter the QuickBooks Online Company ID and "Authorize". This will connect your QBOE to ACH Universal.
NOTE: Beginning in 2018 with Build 824, QuickBooks Online can 'Authorize' without entering the Company ID 'token'.
Step 2. Once authorized, the bank account(s) will populate and you'll choose the account you want to use for payments or collections in ACH Universal--and "Save Bank Account".
Now, you are ready to transfer transactions and set up your Profiles for vendors, employees, and/or customers!