u/Persounjnnal_iew6407

Done paying QuickBooks a percentage on ACH but the last switch wrecked our bank rec. 25 person HVAC shop, invoices run $3k to $35k. This time i'm checking invoice matching, separate fee lines, no customer account, limits, returned ACH and how the batch deposit lands. That last part cost us two months of cleanup. What would you add?

Our ACH setup somehow turned into bank details in email threads, signed authorization forms in random folders and saved payment info that a few people can get to. worked when there wasn't much volume... now it feels pretty sketchy tbh. Trying to clean this up for repeat customers without making every payment a manual back-and-forth.