The point of the integration between eChecks and QuickBooks Online is to make your life easier. So, for the most part, everything you need to pay bills from within QBO can be done from your QuickBooks account.
There are, however, a few key functions that still require an administrator to log in to your eChecks account at https://my.echecks.com/login/deluxe
TIP: The person performing the following functions needs to have Administrator permissions on the Checking Account within eChecks.
- Personalize your eChecks – add a custom delivery message, add your company logo or upload your signature
- Manage eCheck inventory - your QuickBooks Online user will get an error email if they try to make additional QuickBooks Online payments via eChecks if your account is out of eChecks
- Reorder checks - if you run out of eChecks, you can reorder more in seconds
- Voiding - if the eCheck has already been created/sent, you can log in to your eChecks account and void the eCheck if it has not yet been received. Voiding eChecks
TIP: Remember to bookmark our Help Center. We're constantly changing and adding new content and a bookmark is often the best/quickest way to find answers to your questions about eChecks and our QuickBooks Online integration.
More Best Practices can be found at Getting Started: Best Practices