Hi there, @PB_USA1987. I've got some information about ACH processing in QuickBooks Online.
When setting up ACH as a payment method from a customer, you have the option to save it for future use. This way, you don't have to re-enter every time they pay you via ACH.
- Go to the Plus icon at the top and pick Sales Receipt or Receive Payment.
- On the Payment method section, click the drop-down, then Add new.
- Enter ACH as a new payment method, then select Enter bank info to open the Enter bank account info window.
- Enter the necessary information, then check the Use this account information in the future box.
Click the signed authorization link to open the Bank Transfer Authorization Form. You can also select the authorization script link to open the authorization script. Then have your customer fill out and sign the form or read the script.
Check the I have signed authorization box, then Save.
- On the transaction form, select I have authorization and would like to process this transaction.
- Review the transaction, then Save and send.
- Make any changes to the email message to your customer, then Send and close.
Once done, make sure to check the box beside the I have authorization and would like to process this transaction under Payment method section before sending it to your customer. Here's an additional article for future reference: Process ACH bank transfers.
To learn more about QuickBooks Payments, you can read through these articles. It also provides links that will you guide in navigating your QuickBooks account.
Please let me know if you have other concerns with ACH payments or questions about QuickBooks. I'll be around to help you out.
