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✨ Featured guide
Supported Accounting-Software Integrations
The canonical reference for QuickBooks Online, QuickBooks Desktop, Xero, and how to use QuickBooks as middleware for Jobber, ServiceTitan, Acculynx, and more.
May 26
NEW
Voids and refunds now sync to QuickBooks Desktop (MagicCarpet)
Full and partial void and refund sync ships for QBDv4 / MagicCarpet. QBO got this in the previous wave; QBD merchants now have parity.
May 26
IMPROVED
Chart of Accounts Mapping moved into its own section
CoA mapping is now a top-level feature under Accounting Software, not buried inside the ABR page. Resilient to renames and deletions of accounts.
May 22
FIXED
Undeposited Funds account now resolved by type, not name
Sync no longer breaks when a merchant renames their Undeposited Funds account in QuickBooks. Lookup is now type-based and stable across rename.
Most read this month
Invoice Messenger & Reminders
Invoice Messenger
Invoice Messenger & Reminders
Using Reminders
The Customer Portal
Using the Customer Portal
Payment Acceptance
Storing and Authorizing ACH Payment Methods in Biller Genie
Account & Billing
Biller Genie Billing & Subscription
Accounting Software
Recording Deposits and Reconciling Bank Feeds
Recently updated
Supported Accounting-Software Integrations
Native QBO, QBD, and Xero integrations, plus a new section on using QuickBooks as middleware for third-party software like Jobber, ServiceTitan, and Acculynx.
How to Refund a Payment (Full or Partial)
Wave 2 voids and refund sync is live for QuickBooks Desktop on MagicCarpet. Full and partial refunds now write back to QBD automatically.
Chart of Accounts: Mapping Your Accounts
CoA mapping tool moved out of the ABR page into its own section under Accounting Software.
Using the Customer Portal
New section on how to invite customers to the portal, with the welcome and confirmation email flow.
Setup Late Fees
Added a Refunding a Late Fee section: remove the line item in your accounting software, sync flows the removal back to Biller Genie.
Browse all topics
Getting Started
Onboarding guides and orientation for new Biller Genie merchants. Set up payments, connect your accounting software, send your first invoice, and learn your way around the Merchant Portal.
1 article
Customers & Jobs
Customer records, jobs, customer types, parent/sub relationships, and customer-level configuration.
5 articles
Invoices & Items
Creating, modifying, and managing invoices, items, and products inside Biller Genie.
14 articles
Control Panel & Settings
System-level configuration, integrations, branding, custom email domains, and other settings under the Control Panel.
9 articles
Accounting Software
QuickBooks Online, QuickBooks Desktop (MagicCarpet), Xero, plus chart-of-accounts mapping and sync settings.
19 articles
Payment Acceptance
Accept payments in Biller Genie. Credit card, ACH, stored cards, checks, PayPal, autopay, partial payments, refunds, voids, payment plans, and late fees.
33 articles
Invoice Messenger & Reminders
How Biller Genie delivers invoices and follows up: Invoice Messenger, reminder cadence, paper mail, late fees, dunning escalation.
6 articles
Automatic Batch Reconciliation
Automatic Batch Reconciliation (ABR): how Biller Genie matches incoming deposits to invoices and reconciles your books automatically.
2 articles
Features & Addons
Optional add-ons and feature modules: recurring billing, payment plans, schedules, and other features you can enable from the Add-Ons Marketplace.
12 articles
The Customer Portal
The self-service portal your customers use to view, pay, and manage their invoices and stored payment methods.
2 articles
Reports & Dashboards
Built-in reports, exports, custom dashboards, and analytics for monitoring your AR.
8 articles
Account & Billing
Your Biller Genie account itself: subscription, billing, multi-factor authentication, passwords, recovery, and account-level security.
12 articles
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