When you upgrade QuickBooks Desktop to a newer year version (for example, from QBD 2023 to QBD 2024), MagicCarpet's existing authorization is tied to the previous version's company file. You need to generate a new authorization against the upgraded file so syncs continue to work. This article walks through the upgrade-and-reconnect flow.
Before you start
- Sign in to QuickBooks Desktop as an Admin user. Reconnection requires Admin permissions to re-authorize integrated applications.
- Open the upgraded company file in single-user mode (File > Switch to Single-user Mode). Re-authorization requires single-user mode; you can switch back after.
- Confirm no other Biller Genie sync is currently running.
Step 1 — Stop conflicts from older QuickBooks Desktop versions
If older QuickBooks Desktop versions are still installed on the same machine, they can compete with the upgraded version for integration authorization. You have two options:
- Uninstall the older versions using Windows Add or Remove Programs. This is the cleanest path.
- Stop the older versions' integration services if you need to keep them around for archival access. Disable any auto-start QuickBooks services for the old version in Windows Services.
Step 2 — Generate a new authorization from Biller Genie
- Open the Biller Genie merchant portal.
- Go to Add-Ons > QuickBooks Desktop.
- Click Disconnect from QuickBooks Desktop to clear the old token.
- Click Connect to QuickBooks Desktop to start a fresh connection. Biller Genie generates a new linking code.
- Copy the linking code.
- Open MagicCarpet on the Windows machine and paste the new linking code into the app to re-pair it with your Biller Genie account.
Step 3 — Approve MagicCarpet in the upgraded QuickBooks Desktop
With the upgraded company file open in single-user mode, MagicCarpet will trigger the QuickBooks Application Certificate prompt:
- When the prompt appears, select Yes, always; allow access even if QuickBooks is not running.
- Choose the QuickBooks user that MagicCarpet should be associated with (typically Admin or a dedicated integration user).
- Check Allow this application to access personal data such as Social Security numbers and customer credit card information. This is required because Biller Genie processes customer payments.
- Click Continue, review the summary, and click Done.
Step 4 — Validate the new connection
- Return to the Biller Genie portal. Confirm Last Ping is recent and Last Successful Sync timestamp begins updating.
- Click Sync Now to trigger a fresh sync against the upgraded file.
- When the sync completes successfully, switch QuickBooks Desktop back to multi-user mode if needed.
What if syncs still fail after the upgrade?
Walk through the diagnostic flow in the QuickBooks Desktop Sync Reliability hub — most post-upgrade issues fall into one of the same dozen root causes that affect any QuickBooks Desktop sync. Common post-upgrade variants include the company file location having moved (Intuit's upgrade utility sometimes relocates the file) and older QuickBooks services not being fully stopped.