You can create ACH files using transactions from QuickBooks Online and QuickBooks Desktop. We've streamlined this process so you get the same experience with either integration.

Either:

1. Before you create an ACH file, it's a good idea to sync your recipients from QuickBooks to make sure everything is up to date in ACH Pro. To do this, click your name in the top right and then click Settings in the dropdown. On the Settings page, scroll down to the Apps section and click Manage on your installed version of QuickBooks.

2. In the configuration window, select the data types relevant to your ACH file (select all if not sure) and click Sync.

3. When the sync is complete you should see a message similar to the following.

4. Now that your recipients are synced, search for QuickBooks transactions to use in the ACH file by clicking Create File in the left menu and then click From QuickBooks.

5. Enter the date range and select the type of transactions you would like to search for. Click Search to find transactions.

6. Select the transactions you would like to include in the ACH file and make sure their Entry Type and Recipient fields are correct. When you've selected all the desired transactions, click Pay.

7. In the ACH Builder, enter a name for the file and select the bank you will be uploading the ACH file to.

8. Select the company that is originating the transactions. This is typically your business.

9. Entry an effective date (posting date), an entry description and select an SEC code.

10. Review the file to ensure all required fields are completed. Also, double check that the credit and debit amounts are correct and that the expected number of credit and debit transactions are present (number displayed in the Credit and Debit tabs). When all the required fields are filled, click Create File in the bottom right corner.

11. Click Download NACHA to access the NACHA file. Optionally, you can also download a prenote file (all amounts zeroed for testing) and a PDF report.