Getting Started - ACH Universal Online

• Free Trial Sign Up
• Welcome to ACH Universal Online
• Create an Account in ACH Universal Online
• Executive Overview

Your Workspace (Account)

• Licensing / Subscribing
• Managing Subscription and Billing
• Your Profile / Resetting password
• Managing Users
• Managing Permissions
• Managing Bank Accounts
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ACH File Setup and Options

• Migrating from Treasury Software Desktop to Treasury Software Online
• Pre-notes
• ACH Universal Online: Advanced Settings
• Creating a Balanced File (File with an Offset Record)
• ACH File Quick Setup: Configuring Bank Details and Sending a Test File

QuickBooks Online

• Transitioning from QuickBooks Desktop to QuickBooks Online - for use with ACH Universal Online Integration
• Importing Transactions with QuickBooks Online into ACH Universal Online
• Connecting to QuickBooks Online
• Getting Started with QuickBooks Online Integration

Importing From Excel and CSV Files

• Profiles - Using / Creating
• Import Options using ACH Universal Online
• Date Format and Options
• Editing/Updating Records
• Deleting an Imported Excel/CSV File
• Importing Data With Excel and CSV files
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Creating an ACH File

• Reversals Using ACH Universal Online
• Viewing Archived/Processed Files
• Creating and Saving an ACH File
• Placing Records On/Off Hold
• Reviewing Unprocessed Records

Email

• Resending Emails
• Sending Emails using SMTP Server as Transmission Method
• Sending Emails using Microsoft Office as the Transmission Method
• Sending Emails using Gmail as the Transmission Method
• Sending Emails using the Default Transmission Method
• Adding Your Logo to Emails Sent through ACH Universal Online
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Utilities, Reports, Reference

• Reports Available in ACH Universal Online
• Reports Features (All)
• ACH-2-Excel: Convert ACH Files to Excel or CSV Easily

Bank Specific

• Chase Bank ACH Settings: How to Create ACH Files for JPMorgan Chase