You can create profiles:
--manually one at a time, or
--you can create multiple profiles at one-time by importing an Excel, comma delimited (csv) or other file type that contains the profile information.

 

 

Manually create profiles
Open the Profiles menu from the main menu  ...

 
... and then manually key in the information.

 

 

 

Import Profiles

First, create a spreadsheet with the basic information.

 

 

From the main menu select Import > Customers, Employees and Vendors to start the Import Wizard.
 
The Profile Import Wizard Mapping screen will now be displayed (Figure 1 below).  Map the file as appropriate...

 

 

... and complete the wizard

 

Afterwards, run a Profiles report (Reports > Customers, Employees, and Vendors) to review/confirm your work.

 

 

Profile options in ACH Setup

You can set the following options in ACH Setup (File > ACH Setup).  This is on panel 6 of 7.