Routable

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. Syncing payment reference is not available at this time for Express Payments, SameDay ACH, or NextDay ACH. .

Head over to the Manage Integrations page by going into Account Settings -&gt; Integrations -&gt; Manage Integrations

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

1. Head over to the Manage Integrations page by going into Account Settings -&gt; Integrations -&gt; 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. 

<a href="#h_02fa8b6833">Quickbooks Online</a>

- <a href="#h_02fa8b6833">Quickbooks Online</a>
- <a href="#h_cbd6f97a78">Xero</a>
- <a href="#h_40065cb1a3">Netsuite</a>
- <a href="#h_ccb01ba770">Sage Intacct</a>

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How to sync Check and ACH ID numbers from Routable to your connected accounting software

Syncing payment reference numbers to your accounting software

How to use this feature

Accounting Software Screenshots

QBO:

Xero:

Netsuite:

Intacct: