Use QuickBooks Sub-account to control when you send eChecks vs paper checks

Many customers using the Deluxe eChecks QuickBooks Online Add-on have a need to send both printed checks and eChecks.  If your team is accustomed to using the Print Later option for printing batches of paper checks, an easy way to ensure they don’t accidentally trigger creation of an eCheck is to set up a bank sub-account.

TIP:  This only needs to be set up once, by your QuickBooks Online Administrator and can then be used by anyone creating payments.

Setting up a QuickBooks Bank Sub-account allows you to have two bank account choices in QuickBooks Online even though paper checks/eChecks issued from them are actually written on the same bank checking account.  Segregating these payments means that your check issuers within QuickBooks Online can make a deliberate selection to pay by eCheck or by paper check. 

TIP:  A best practice for using sub-accounts is to use the primary bank account for your paper check transactions and set up a sub-account (using the same banking information) from which you can issue eChecks.  Another tip: when setting up the sub-account, name it something like     "eChecks for [bank account name]."

For more detailed Best Practice instructions: Best Practice: Using a sub-account association to send eChecks

TIP:  More Best Practices can be found at  Getting Started: Best Practices