What do you need to set up ACH transfers in CORE?

In CORE, you can enable ACH transfer as an online payment method in Global Settings > ePayments. BQE has partnered with Stripe and Plaid to help facilitate ACH payment transactions. You need to create accounts with both companies to use the ACH transfer payments in CORE. To set up ACH transfers in CORE, you should have the following (your clients don't need these except for credit or debit cards and bank accounts):

  • Valid Stripe account with ACH Transfer turned on
  • Valid Plaid.com account for verification
  • Plaid account connected with your Stripe account
  • Plaid.com API keys in CORE

Check out Stripe ACH payments for details. 

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