Creating Profiles in ACH Universal

Profiles hold the banking information for each of your Customers, Employees and Vendors that you want to pay or collect from electronically.

When importing transactions from QuickBooks Online, the Profile names will automatically transfer over to ACH and can be seen under the "Profiles" tab.

When profiles are created, it will be necessary to manually add their ABA/Routing and Account numbers next to their names in ACH Universal. After that, the information will be retained in ACH and only the last four digits of the Account number will be seen.  If the Profile is already in the system, it will not overwrite or add to ACH Universal during the next import. 

[Note:  Any Profiles that do not have ABA/Routing and Account numbers entered will have a check-mark "Missing banking profile info" on the Transactions page.]

How profiles are automatically added

Profiles are automatically created / added when you click 'View Transactions' from the Transactions tab.
If a profile already exists for the Customer/Employee/Vendor - no profile is added.
If a profile does not exist, the system will create one.

 
Click the Profiles tab in the QuickBooks Online Integration Window.
 

To view/edit a profile, select the profile - then click 'Edit'.  Click Save when finished.

Security and encryption

It should be noted that ACH Universal only displays the trailing 4 digits of the profile account number.
The underlying account numbers can be encrypted - see encryption.

Profiles - Advanced feature access

While the QuickBooks Online Integration Window provides basic access to ACH Universal's Profiles feature - the full set of features may be accessed through the main menu 'Profiles' tab.
Additional features include:
--Profile Add (manually) and Delete
--Import a spreadsheet of Profiles
--Create / edit profiles for International (IAT) transactions


 

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