A Full History Resync (sometimes called "Resync All") is an extraordinary action that re-pulls every record from your accounting software into Biller Genie from scratch. It's not part of normal sync operations — it's a tool reserved for specific recovery scenarios like cleaning up after a data correction in QuickBooks that didn't propagate, recovering from a corrupted sync state, or finishing the cleanup after a QuickBooks Desktop to QuickBooks Online migration.
Don't initiate a Full History Resync without talking to Subscriber Success first
A resync touches every record on your account. Used unnecessarily, it can have unintended side effects (notifications going out, autopay charges firing, audit-log noise). Before triggering one, reach out to Subscriber Success or email subscribersuccess@billergenie.com to walk through your situation. We'll confirm a resync is the right tool — most "I think I need a resync" cases turn out to be solvable without one.
When a Full History Resync is the right tool
- Data was corrected directly in QuickBooks and didn't sync to Biller Genie. Most edits sync through normally; if something didn't and your team is sure the QuickBooks side is correct, a resync forces Biller Genie to re-pull and align.
- Cleanup after a QuickBooks Desktop to QuickBooks Online migration. If you've recently completed the migration and noticed records that look misaligned, a targeted resync can re-anchor everything against the converted QuickBooks Online account.
- Recovery from a stale or corrupted sync state. Rare but possible — usually when an account has been disconnected and reconnected multiple times, or after a long period of failed syncs.
When a Full History Resync is NOT the right tool
- A handful of invoices look off. Targeted edits or per-invoice manual syncs are almost always faster and safer than touching everything.
- A customer's payment didn't post correctly. Investigate the specific transaction; don't resync the entire account.
- You're troubleshooting a sync error. Diagnose the underlying cause first; a resync of broken syncs just re-runs the same broken sync.
- You think a resync will "speed things up." It won't. It'll add load to your sync queue and may delay routine syncs.
Who can initiate a Full History Resync
The Initiate Full History Resync button is only visible to merchant users with the SuperUser role, and only on accounts where the resync feature has been enabled in your account settings. Most merchant accounts don't see the button by default — it's a feature gated to admins working with Subscriber Success.
If you need a resync and don't see the button on your QuickBooks Online or QuickBooks Desktop add-on page, that's the expected state. Reach out to Subscriber Success and we'll either run the resync from our side or temporarily grant access so you can run it under guidance.
How to initiate a Full History Resync (when you have access)
- In the Biller Genie Merchant Portal, navigate to Add-Ons > QuickBooks Online (or QuickBooks Desktop).
- Scroll to the bottom of the QuickBooks settings panel.
- Click Initiate Full History Resync. A confirmation modal opens.
- Configure the resync options (see the next section).
- Type the reason for the resync in the text area at the bottom (required, max 500 characters — this lands in the audit log).
- Click Resync in the modal to start.
The resync runs in the background. You'll see sync activity in the Latest Sync Results panel as it progresses, and a notification when it completes.
The three resync options in the modal
The Resync All modal exposes three controls. Each one changes what happens during the resync, so pick deliberately:
Send Paid Reminders for Invoices Closed in Accounting Software
When Biller Genie re-pulls invoices during the resync, some invoices it imports may already be marked paid in your accounting software. By default, Biller Genie does not send paid-confirmation emails for these — because the customer was already notified when they paid the first time, and re-sending feels confusing.
- Off (default and recommended): Biller Genie updates invoice status to paid silently. No customer-facing email is sent.
- On: Biller Genie sends a paid-confirmation email for each invoice that gets marked paid during the resync. Most resyncs should leave this off; turn it on only if you have a specific reason to re-send paid confirmations.
Enqueue Autopay Transactions
A resync re-pulls invoices from QuickBooks. Some of those invoices may match the autopay eligibility criteria for their customers (autopay enabled, eligible payment method on file, invoice meets the threshold). The Enqueue Autopay toggle controls whether those eligible invoices get added to the autopay queue.
- Off (default): Invoice data is updated from your accounting software. Nothing is added to the autopay queue. No charges are triggered by the resync.
- On: Invoice data is updated AND eligible invoices are added to the autopay queue. The queue then processes through the normal autopay path — single-invoice or bulk depending on how many invoices apply per customer.
This toggle is the most common source of "a resync charged a customer's card" support tickets, so it defaults to off as a safety measure. Turn it on only when you specifically want the resync to trigger autopay (for example, after a payment-method correction where you want autopay to retry).
Reason for Resync
A required free-text field (max 500 characters) where you describe why you're initiating the resync. This lands in the audit log and is visible to your team and to Biller Genie Subscriber Success if support needs to investigate later.
Write something specific. "Cleanup" doesn't help anyone later. "Re-pulling 2026-05-22 batch invoices after QuickBooks data correction on Customer X" is the kind of detail that pays off when someone six months from now asks why a resync was run.
The two toggles are off by default for a reason
Biller Genie defaults both Send Paid Reminders and Enqueue Autopay to off across all accounts, by design. It's intended to be an opt-in safety check every time you resync. You can't change the default to on — every resync requires the merchant or admin to deliberately check the box if those behaviors are wanted.
What happens during the resync
- Biller Genie queues a full pull of every record from your accounting software (customers, invoices, line items, payments, etc.).
- Each record is re-imported and re-linked against existing Biller Genie records by accounting-software ID. If an ID exists on both sides, the record is updated; if not, it's created.
- Routine sync continues to run alongside. The resync doesn't block normal sync activity — it just adds to the queue.
- An audit log entry captures the resync, including the user who initiated it, the reason text, and the timestamp.
- Completion is signaled in the Latest Sync Results panel on the QuickBooks add-on page.
Side effects to watch for
- Notifications: If you left Send Paid Reminders on, customers whose invoices update to paid during the resync will get an email. If unintended, that's a customer-experience problem.
- Autopay: If you left Enqueue Autopay on, eligible invoices will get charged via the normal autopay path during/after the resync. If unintended, that's a refund-the-customer situation.
- Sync queue depth: A full resync adds substantial work to your sync queue. Routine syncs may run slightly slower for the duration of the resync. Normal in our experience; not a problem.
- Bank feed reconciliation impact: If you use Automatic Batch Reconciliation, a resync that touches historical deposits could re-trigger ABR journal entries. Coordinate with your bookkeeper if this might create confusion.
Frequently asked questions
I just did a Resync All and no charges happened. Is that expected?
Yes — that's the default behavior. Resync All refreshes data without enqueueing autopay unless you explicitly opt in by checking Enqueue Autopay Transactions. If you wanted charges to run as part of the resync, check that toggle next time.
An admin ran a resync and a customer's card got charged. How did that happen?
The admin opted in to Enqueue Autopay Transactions during the resync. The resync refreshed data and then enqueued autopay for eligible invoices, which then ran through the normal autopay path. The toggle defaults to off, so this only happens when someone deliberately turns it on.
Can I make the toggle default to on for my account?
No — the default is off across all merchants, by design. It's intended to be an opt-in safety check every time you resync. We don't expose a setting to flip the default.
How long does a Full History Resync take?
Depends on the size of your accounting software file and the volume of historical data. Small accounts complete in minutes; larger accounts with years of history can take an hour or more. The sync runs in the background — you don't have to wait on the page.
Can I cancel a resync mid-flight?
Not from the Merchant Portal. If you've started a resync and realize you need to stop it, contact Subscriber Success immediately and we can stop the queue from our side.
Do reminders fire during a resync?
Routine reminder schedules continue to run during a resync. The Send Paid Reminders toggle in the resync modal is specifically about paid-confirmation emails for invoices that flip to paid status as part of the resync — it doesn't affect overdue or upcoming-payment reminders, which follow their normal schedule.