Skip to main content
A
accounting-medic
February 9, 2024
Question

How do I create a NACHA file in Quickbooks and what product do I need?

  • February 9, 2024
  • 1 reply
  • 0 views
It tells me to go to "transfer funds" and then I should be able to create a NACHA file through "banking" I don't know where any of this is in my system and I am an administrator?

1 reply

JoesemM
JoesemM
February 9, 2024

I'll share insights about creating NACHA files in QuickBooks, @accounting-medic.

 

The option to create a NACHA file in QuickBooks is unavailable within the program. However, many third-party apps offer this service and are compatible with QuickBooks Online. To locate some of these applications, I can guide you through our App menu.

 

  1. Go to the Apps menu.
  2. Select Finds Apps.
  3. Search for an app on the Find Apps to streamline your work field or click Browse Category to find a suitable app that works best for you.
  4. Once you have found an app, click it and then select Get App Now.

 

 I also encourage you to check out our QuickBooks Online Blog from time to time. There, you'll be updated with all the features and enhancements that our developers are working on.

 

On the other hand, can you share the instructions or screenshot that tells you to go to the transfer funds option to be able to create a NACHA file? It can help us verify the details provided to arrive at accurate information.

 

I'll be sharing these resources that will guide you with your payment account and how to match downloaded bank transactions to put them in the correct accounts:

 

 

Please keep us posted if you have other questions or concerns about NACHA files in QuickBooks. I'm always here to help. Take care and stay safe.

Terms & ConditionsAccessibility statement