You can manage your integration so that check numbers and ACH ID numbers from Routable appear in the corresponding reference no. field in QBO, Xero, Netsuite, or Sage Intacct.

Note: We will only be able to sync check numbers and ACH IDs sent with Standard or Expedited delivery. Express payment ACH sync is not available at this time.

How to use this feature

  1. Head over to the Manage Integrations page by going into Account Settings -> Integrations -> Manage Integrations

  2. Scroll down until you see the Sync Settings section. This will be turned OFF as the default.

Note: Only admins and creators will have access to turn this toggle on.

Once this is turned on, Routable will sync the ACH ID or check number to the reference field of the payment transaction on your accounting software, moving forward.

Accounting Software Screenshots

QBO:

Xero:

Netsuite:

Intacct:


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