[{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T15:19:43.000Z","tag_names":["add user","add user account","biller genie roles","control panel users","disable user","granular permissions","managing users","multi user account","reactivate user","remove user","settings manager","superuser","team members biller genie","user access","user permissions","user roles"],"answer_sample":"Biller Genie supports multiple users on one account. This article covers everythi","long_answer_sample":"Biller Genie supports multiple users on one account. This article covers everything you need: adding new users, editing them, disabling them when someone leaves, the seven granular permission roles Biller Genie offers, and the constraints around the SuperUser role. All user management happens at Control Panel \u0026gt; Users. To make changes, you need th","language_id":1,"id":1957844,"last_published_date":"June 22nd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/JT?bg=f1ba57\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/fc4f4b69f7e4a4303f236ed2e8c96854.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Juan Tobon","indexable_body":"biller genie supports multiple users one account. article covers everything need adding new users, editing them, disabling someone leaves, seven granular permission roles offers, constraints around superuser role. user management happens control panel \u0026gt; users. make changes, step 1. go click add user. 2. enter user's first name, last email address. create 3. receives confirmation address entered. link verify set password. confirm, account created log in. arrive, can resend record. login will require setting password (recommended) enabling two-factor authentication. id open record, edit. edit disable toggle (on only), (if plan includes permissions). yourself, change totp / authentication setup. username (email address) read-only every user, including one. team member's changed, workflow old — way existing flow binds human. (when leaves) member leaves company, immediately revoke access. deleted kept record historical actions (invoices payments processed etc.) still attribute correctly. update disabled immediately. active session invalidated next request genie, longer re-enabling reactivate previously back off. reactivation done superuser. settings manager intentional, prevent non-superuser cause. permissions offers roles. assigned combination them. restrictive (a dashboardviewer see dashboard nothing else); others additive (you give reportviewer + addonsconfigurator without making superuser). role grants super full access automatically another roles, view settings, branding, customer defaults, invoice defaults manage (only can). add-ons installer install uninstall marketplace. include right configure install. configurator already-installed add-ons. ones. subscription editor billing settings. viewer main summary kpis (collections, a/r aging, recent payments). report reports section (pending transactions, rejected sync errors, etc.). none day-to-day work (view customers, send invoices, process payments) elevated capabilities, baseline availability page visible premium plan, (not yourself). like contact support@billergenie.com options. constraint remove logged superuser, blocks accidental lockouts. demote exists, promote teammate first, you. security best practices person shared accounts impossible actions, locks everyone once. use blanket people genuinely account-wide bookkeeper needs dashboardviewer, especially anyone manager. per-user org-wide enforcement today, ask up. departing employees day leave. wait monthly cleanup sessions disable. audit list quarterly. check works related articles recovery codes multi-factor changing general","name":"Managing Users in Biller Genie","votes":0,"is_published":true,"slug":"managing-users-in-biller-genie","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/managing-users-in-biller-genie?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports multiple users one account. article covers everything need adding new users, editing them, disabling someone leaves, seven granular permission roles offers, constraints around superuser role. user management happens control panel \u0026gt; users. make changes, step 1. go click add user. 2. enter user's first name, last email address. create 3. receives confirmation address entered. link verify set password. confirm, account created log in. arrive, can resend record. login will require setting password (recommended) enabling two-factor authentication. id open record, edit. edit disable toggle (on only), (if plan includes permissions). yourself, change totp / authentication setup. username (email address) read-only every user, including one. team member's changed, workflow old — way existing flow binds human. (when leaves) member leaves company, immediately revoke access. deleted kept record historical actions (invoices payments processed etc.) still attribute correctly. update disabled immediately. active session invalidated next request genie, longer re-enabling reactivate previously back off. reactivation done superuser. settings manager intentional, prevent non-superuser cause. permissions offers roles. assigned combination them. restrictive (a dashboardviewer see dashboard nothing else); others additive (you give reportviewer + addonsconfigurator without making superuser). role grants super full access automatically another roles, view settings, branding, customer defaults, invoice defaults manage (only can). add-ons installer install uninstall marketplace. include right configure install. configurator already-installed add-ons. ones. subscription editor billing settings. viewer main summary kpis (collections, a/r aging, recent payments). report reports section (pending transactions, rejected sync errors, etc.). none day-to-day work (view customers, send invoices, process payments) elevated capabilities, baseline availability page visible premium plan, (not yourself). like contact support@billergenie.com options. constraint remove logged superuser, blocks accidental lockouts. demote exists, promote teammate first, you. security best practices person shared accounts impossible actions, locks everyone once. use blanket people genuinely account-wide bookkeeper needs dashboardviewer, especially anyone manager. per-user org-wide enforcement today, ask up. departing employees day leave. wait monthly cleanup sessions disable. audit list quarterly. check works related articles recovery codes multi-factor changing general","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T15:30:47.000Z","tag_names":["xero sync","connect xero","xero integration","xero oauth","biller genie xero","xero standard advisor","xero connection","xero troubleshooting","xero authentication unsuccessful","xero invoice errors","xero default payment account","enable payments to this account","xero clearing account","xero payment account","xero bank reconciliation","reconcile xero payments","batch deposits xero","match deposits in xero","reconcile biller genie payments"],"answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth","long_answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth authorization flow. Once connected, your customers and invoices stay in sync between the two systems with no manual reconciliation. This article walks through the connection, what happens during the first sync, how to manage the connection day-to-day, and how to troubl","language_id":1,"id":1956641,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","name":"How to Connect Xero","votes":0,"is_published":true,"slug":"syncing-with-xero","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-with-xero?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-03-05T15:51:46.000Z","tag_names":["biller genie windows app","install magiccarpet","magiccarpet download","magic carpet installer","magiccarpet setup","qbd integration install","qbd windows app","sidecar app","windows install"],"answer_sample":"MagicCarpet is the Windows application that bridges your local QuickBooks Desktop","long_answer_sample":"MagicCarpet is the Windows application that bridges your local QuickBooks Desktop to Biller Genie's cloud. This article walks through downloading and installing it. Once installed, the next step is linking it to your Biller Genie account — see How to Connect MagicCarpet to QuickBooks Desktop . System requirements Windows operating system — Windows 1","language_id":1,"id":3718524,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"magiccarpet windows application bridges local quickbooks desktop biller genie's cloud. article walks downloading installing it. installed, next step linking genie account — see connect . system requirements operating 10 11. windows-only. installed computer. supported editions pro, premier, enterprise. microsoft .net runtime automatically missing. reliable internet connectivity maintains live connection genie. admin rights machine initial installation. pick right computer install hosts company file typically office workstation left business hours. asleep off, sync pauses back online. 1 download installer sign merchant portal user. click add-ons marketplace. select accounting software category tile. add-on. setup screen, installer. save (magiccarpetsetup.exe) runs desktop. different computer, transfer over. 2 run double-click magiccarpetsetup.exe machine. shows user control prompt, yes allow run. accept license agreement next. choose location (the default fine setups) install. copies files, registers application, sets start starts. finish installation completes. launches automatically. starts registered startup app windows. installation, whenever boots need manually day. 3 verify running look icon tray (bottom-right corner, near clock may up-arrow expand hidden icons). hover icon. show \"magiccarpet online\" connected offline state, right-click open view status. link complete, yet. follow grab unique code approve inside frequently asked questions default, installs c\\program files\\biller genie\\magiccarpet\\ service plus app. lives %localappdata%\\biller current work mac no. windows-only via boot camp vm, environment alongside will slow lightweight idles minimal cpu memory use, spikes briefly sync. merchants notice running. can uninstall later settings \u0026gt; apps like application. removing stops genie; reinstall reconnect anytime. related articles troubleshooting first invoice","name":"How to Install MagicCarpet for QuickBooks Desktop","votes":0,"is_published":true,"slug":"how-to-install-magiccarpet-for-quickbooks-desktop","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/how-to-install-magiccarpet-for-quickbooks-desktop?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"magiccarpet windows application bridges local quickbooks desktop biller genie's cloud. article walks downloading installing it. installed, next step linking genie account — see connect . system requirements operating 10 11. windows-only. installed computer. supported editions pro, premier, enterprise. microsoft .net runtime automatically missing. reliable internet connectivity maintains live connection genie. admin rights machine initial installation. pick right computer install hosts company file typically office workstation left business hours. asleep off, sync pauses back online. 1 download installer sign merchant portal user. click add-ons marketplace. select accounting software category tile. add-on. setup screen, installer. save (magiccarpetsetup.exe) runs desktop. different computer, transfer over. 2 run double-click magiccarpetsetup.exe machine. shows user control prompt, yes allow run. accept license agreement next. choose location (the default fine setups) install. copies files, registers application, sets start starts. finish installation completes. launches automatically. starts registered startup app windows. installation, whenever boots need manually day. 3 verify running look icon tray (bottom-right corner, near clock may up-arrow expand hidden icons). hover icon. show \"magiccarpet online\" connected offline state, right-click open view status. link complete, yet. follow grab unique code approve inside frequently asked questions default, installs c\\program files\\biller genie\\magiccarpet\\ service plus app. lives %localappdata%\\biller current work mac no. windows-only via boot camp vm, environment alongside will slow lightweight idles minimal cpu memory use, spikes briefly sync. merchants notice running. can uninstall later settings \u0026gt; apps like application. removing stops genie; reinstall reconnect anytime. related articles troubleshooting first invoice","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2024-07-02T17:14:35.000Z","tag_names":["biller genie","paypal integration"],"answer_sample":"Integrating PayPal to your existing Biller Genie checkout experience allows your ","long_answer_sample":"Integrating PayPal to your existing Biller Genie checkout experience allows your customers to pay with their PayPal balance, Pay Later, and Venmo.    To learn more, read our article: PayPal Overview, or follow the steps below to get started!   Before starting, make sure you have your login information for: Biller Genie\nPayPal     Step 1 Within the B","language_id":1,"id":2649368,"last_published_date":"May 25th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"integrating paypal existing biller genie checkout experience allows customers pay balance, later, venmo.    learn more, read article overview, follow steps get started! starting, make sure login information step 1 within portal, navigate add-ons marketplace 2 narrow results selecting “payments” category, use search function typing “paypal.”  click tile 3 ‘install’ 4 'sign paypal' 5 enter email address password associated account.  connected, will display “you're currently connected!” option disable products, wish.  connecting automatically enable products customers. however, like payment methods, can disabled control panel and/or individual customer level. \u0026gt; defaults. general tab, yes/no switch labeled ‘allow apm payments’ (apm = alternate methods), select customers  turn globally, certain globally customers.  selected works you, adjust global setting, open first needs adjusted. advanced options, toggle allowed. now ready accept payments directly inside software!","name":"Installing the PayPal Add-on","votes":0,"is_published":true,"slug":"installing-the-paypal-add-on","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/installing-the-paypal-add-on?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"integrating paypal existing biller genie checkout experience allows customers pay balance, later, venmo.    learn more, read article overview, follow steps get started! starting, make sure login information step 1 within portal, navigate add-ons marketplace 2 narrow results selecting “payments” category, use search function typing “paypal.”  click tile 3 ‘install’ 4 'sign paypal' 5 enter email address password associated account.  connected, will display “you're currently connected!” option disable products, wish.  connecting automatically enable products customers. however, like payment methods, can disabled control panel and/or individual customer level. \u0026gt; defaults. general tab, yes/no switch labeled ‘allow apm payments’ (apm = alternate methods), select customers  turn globally, certain globally customers.  selected works you, adjust global setting, open first needs adjusted. advanced options, toggle allowed. now ready accept payments directly inside software!","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-05-22T17:31:29.491Z","tag_names":["sso","saml","single sign on","openid connect","oidc","okta biller genie","azure ad","entra id","google workspace sso","jumpcloud sso","duo sso","enterprise authentication","sso not supported","biller genie security","sso roadmap","federated identity"],"answer_sample":"A short, honest answer to one of the most common security-evaluation questions we","long_answer_sample":"A short, honest answer to one of the most common security-evaluation questions we get from larger and enterprise merchants: does Biller Genie support Single Sign-On (SSO) via SAML or OpenID Connect? Current status: SSO is not supported today Biller Genie does not currently support SAML, OpenID Connect, or other federated identity providers (Okta, Az","language_id":1,"id":3826929,"last_published_date":"October 12th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"short, honest answer one common security-evaluation questions get larger enterprise merchants biller genie support single sign-on (sso) via saml openid connect current status sso supported today currently saml, connect, federated identity providers (okta, azure ad / entra id, google workspace sso, duo jumpcloud, etc.). every user authenticates genie-managed username (email address) password, plus optional per-user two-factor authentication. applies plan tiers, including premium plans granular role permissions. authentication can enable time-based one-time password (totp) back recovery codes. totp works authenticator, microsoft authy, 1password, rfc 6238-compliant authenticator. see setting . limitation 2fa opt-in per user. org-level toggle require everyone. security policy mandates account, need walk enabling it. role-based permissions plans, offers seven (super user, settings manager, add-ons installer/configurator, subscription editor, dashboard viewer, report viewer) give fine-grained control system. managing users session controls auto-logout 25 minutes inactivity production. sessions persisted longer this. logs requirements enforced platform level minimum length, complexity, check known breached passwords. immediate invalidation disabled. disabled user's next api call page request denied, browser tab open. requires practical options take team asking use manager (1password, dashlane, bitwarden business, lastpass business) centralize credential management. combined genie, gives operational benefits central rotation, revocation employee leaves, audit visibility credentials. disable departing employees immediately. revokes access invalidates request, equivalent scim deprovisioning surface area expose. list quarterly active roster. will future roadmap most-requested features customers. committed timeline. organization needs adopt expand contact support@billergenie.com customer ask gets logged feature weighed planning, let know if/when becomes available beta. related articles codes multi-factor (session security)","name":"Single Sign-On (SSO / SAML): Current Status","votes":0,"is_published":true,"slug":"single-sign-on-sso-status","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/single-sign-on-sso-status?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"short, honest answer one common security-evaluation questions get larger enterprise merchants biller genie support single sign-on (sso) via saml openid connect current status sso supported today currently saml, connect, federated identity providers (okta, azure ad / entra id, google workspace sso, duo jumpcloud, etc.). every user authenticates genie-managed username (email address) password, plus optional per-user two-factor authentication. applies plan tiers, including premium plans granular role permissions. authentication can enable time-based one-time password (totp) back recovery codes. totp works authenticator, microsoft authy, 1password, rfc 6238-compliant authenticator. see setting . limitation 2fa opt-in per user. org-level toggle require everyone. security policy mandates account, need walk enabling it. role-based permissions plans, offers seven (super user, settings manager, add-ons installer/configurator, subscription editor, dashboard viewer, report viewer) give fine-grained control system. managing users session controls auto-logout 25 minutes inactivity production. sessions persisted longer this. logs requirements enforced platform level minimum length, complexity, check known breached passwords. immediate invalidation disabled. disabled user's next api call page request denied, browser tab open. requires practical options take team asking use manager (1password, dashlane, bitwarden business, lastpass business) centralize credential management. combined genie, gives operational benefits central rotation, revocation employee leaves, audit visibility credentials. disable departing employees immediately. revokes access invalidates request, equivalent scim deprovisioning surface area expose. list quarterly active roster. will future roadmap most-requested features customers. committed timeline. organization needs adopt expand contact support@billergenie.com customer ask gets logged feature weighed planning, let know if/when becomes available beta. related articles codes multi-factor (session security)","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-22T17:31:12.682Z","tag_names":["accounting integrations","supported integrations","quickbooks online","qbo","quickbooks desktop","qbd","magiccarpet","xero","middleware integration","acculynx","servicetitan","serviceminder","autotask","jobber","housecall pro","jobtread","buildertrend","jobnimbus","joist","service fusion","lmn","fieldedge","request integration","third party software","accounting sync direction","payment sync back","two-way sync","one-way sync"],"answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, ","long_answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, QuickBooks Desktop (through MagicCarpet), and Xero. If you run another piece of software for jobs, dispatch, project management, or field service, you can still get Biller Genie's automation by using QuickBooks as the layer in between. This page is the canonical referen","language_id":1,"id":3826907,"last_published_date":"September 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually tips merchants; never bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","name":"Supported Accounting-Software Integrations","votes":0,"is_published":true,"slug":"supported-accounting-software-integrations","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/supported-accounting-software-integrations?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually tips merchants; never bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-09-30T23:16:53.092Z","tag_names":["token importer","token import","import tokens","import saved cards","import stored cards","import bank accounts","import ach","migrate cards","migrate payment methods","sola","sola payments","nmi","acceptblue","authorize.net","fortis","elavon","stored payment methods","vault import","tokin importer"],"answer_sample":"If your customers already have cards or bank accounts saved in your payment gatew","long_answer_sample":"If your customers already have cards or bank accounts saved in your payment gateway, the Token Importer brings them into Biller Genie. Each imported payment method is saved to the customer you choose, and your customer does not have to enter it again. Which gateways support it Credit card: Sola, NMI, AcceptBlue, Authorize.Net, Fortis, Elavon EPG and","language_id":1,"id":3960469,"last_published_date":"October 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customers cards bank accounts saved payment gateway, token importer brings biller genie. imported method customer choose, enter again. gateways support credit card sola, nmi, acceptblue, authorize.net, fortis, elavon epg deluxe. ach authorize.net fortis. gateway must connected activated genie first. see connecting (credit ach) . separately, gateway. start need user role can configure add-ons. add import method. choose token. account go add-ons \u0026gt; processing cards, accounts. open panel. asks methods lists created date, type, name, address id. find click import. use info details genie, select customer. now shows customer's profile. appear list, nothing twice. sola know send card's first digits routing number fetches return them, sola's reason, stays list. say whether personal business. checking, savings marks savings. page note change type. belongs business, edit business older show day opened list date saved. record billing street zip, uses zip missing invalid expiration listed. update reopen importer. refreshes every 30 minutes. added moment ago may take minutes appear. nmi accounts, type filled checking needs holder (personal business). still stuck contact support@billergenie.com name related articles storing (cards allowing \u0026amp; payments","name":"Importing Saved Cards and Bank Accounts from Your Payment Gateway (Token Importer)","votes":0,"is_published":true,"slug":"importing-saved-cards-and-bank-accounts-from-your-payment-gateway-token-importer","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/importing-saved-cards-and-bank-accounts-from-your-payment-gateway-token-importer?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"customers cards bank accounts saved payment gateway, token importer brings biller genie. imported method customer choose, enter again. gateways support credit card sola, nmi, acceptblue, authorize.net, fortis, elavon epg deluxe. ach authorize.net fortis. gateway must connected activated genie first. see connecting (credit ach) . separately, gateway. start need user role can configure add-ons. add import method. choose token. account go add-ons \u0026gt; processing cards, accounts. open panel. asks methods lists created date, type, name, address id. find click import. use info details genie, select customer. now shows customer's profile. appear list, nothing twice. sola know send card's first digits routing number fetches return them, sola's reason, stays list. say whether personal business. checking, savings marks savings. page note change type. belongs business, edit business older show day opened list date saved. record billing street zip, uses zip missing invalid expiration listed. update reopen importer. refreshes every 30 minutes. added moment ago may take minutes appear. nmi accounts, type filled checking needs holder (personal business). still stuck contact support@billergenie.com name related articles storing (cards allowing \u0026amp; payments","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-15T19:13:44.000Z","tag_names":["biller genie","email domains","sending subdomain","email subdomain","mail subdomain"],"answer_sample":"A custom email domain lets Biller Genie send your invoices and emails from your a","long_answer_sample":"A custom email domain lets Biller Genie send your invoices and emails from your address (for example, billing@yourcompany.com) instead of no-reply@billergenie.io. Your customers see your business in their inbox, and mail that proves it comes from your domain is far less likely to land in spam. This is not single sign-on; it only changes who your ema","language_id":1,"id":1956921,"last_published_date":"October 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"custom email domain lets biller genie send invoices emails address (for example, billing@yourcompany.com) instead no-reply@billergenie.io. customers see business inbox, mail proves comes far less likely land spam. single sign-on; changes come from. premium add-on. guided setup, adds dns records sign provider secure setup window, approve records, checks them. can still add hand prefer. start role. need user role includes view configure installed add-ons. install add-ons marketplace, open it. add-on needs plan. own. free webmail domains gmail, yahoo outlook.com used. enter just example yourcompany.com), www http//. one account per domain. another uses refused. run related accounts domain, reseller-shared below. sign-in provider. company registered hosted (godaddy, cloudflare, wix, squarespace on). someone else manages it, link instead. set step bar top shows choose connect, verify, completed. type click continue. connect. connect automatically. window opens. records. page lists ownership record, spf dkim, plus dmarc record (v=dmarc1; p=none) one. existing never overwritten. verify. every minutes 24 hours. close page. passes get titled verified. hours pass without success verify domain; troubleshooting. address. part @ billing). leave blank use no-reply. finish save verifying; switches change settings enabled switch dashboard, table status. sending time. reads yes turned off, pending verifying, paused broke (see setup). web designer, person agency controls usual and, inside waiting teammate. wait, address; everything finishes subdomain mail.yourcompany.com main sit subdomain, keeps apart everyday email. manually prefer yourself, work step, go back, automatically manual type, name value. copy exactly genie; values unique new tab, (often called \"dns\", \"zone editor\" \"manage dns\"). dkim txt ttl default. attempt validation next genie. often like. starting v=spf1, value one, edit include shows, keeping else. create second record. optional none. google workspace, microsoft 365 service, listing merge breaks authentication sender tips know godaddy dns\" appear \"records\". cloudflare tab. \"proxy status\" (gray cloud) fail. wix settings, advanced, domains, settings. network solutions account, manage advanced take quotes added around long fine. sure look icann lookup find registrar, ask support daily checks, pause restore day. move provider, service overwrites record), happens to-do noticed issue hand, fix screen right away. used pauses, since failed check spreading. tile ownership, marked working, missing wrong me. you. usually takes tick (optional) first. follow steps again. fails (about later, sooner 12 hours), pauses keep going action needed followed address, paused. again, check, me, restores back nothing stops paused, invoice messenger reminders out; simply no-reply@billergenie.io fixed. slow connection), explains happened try loading. warning. 10 lookups. adding past that, warns opens suggests steps. continue anyway. limit, remove services longer through, update message, refresh yourself. domains. reseller shares skipped setup. expected. several locations franchise accounts) contact verified account. troubleshooting dashboard passing. make saved providers separate \"apply\" \"publish\" step. only. validation. \"automatic available now\" \"your applied\" minutes, refused (gmail, yahoo, on) lowercase letters, digits hyphens, www, http// spaces. support. spam confirm row passes. failing hurts delivery. build good weeks. recipients behind strict filters (proofpoint, mimecast, barracuda) may allow deliverability writing effective reminder . will affect no. mailbox working single, merged stuck support@billergenie.com shows. articles","name":"Custom Email Domains in Biller Genie","votes":0,"is_published":true,"slug":"using-custom-email-domains-with-biller-genie","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/using-custom-email-domains-with-biller-genie?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"custom email domain lets biller genie send invoices emails address (for example, billing@yourcompany.com) instead no-reply@billergenie.io. customers see business inbox, mail proves comes far less likely land spam. single sign-on; changes come from. premium add-on. guided setup, adds dns records sign provider secure setup window, approve records, checks them. can still add hand prefer. start role. need user role includes view configure installed add-ons. install add-ons marketplace, open it. add-on needs plan. own. free webmail domains gmail, yahoo outlook.com used. enter just example yourcompany.com), www http//. one account per domain. another uses refused. run related accounts domain, reseller-shared below. sign-in provider. company registered hosted (godaddy, cloudflare, wix, squarespace on). someone else manages it, link instead. set step bar top shows choose connect, verify, completed. type click continue. connect. connect automatically. window opens. records. page lists ownership record, spf dkim, plus dmarc record (v=dmarc1; p=none) one. existing never overwritten. verify. every minutes 24 hours. close page. passes get titled verified. hours pass without success verify domain; troubleshooting. address. part @ billing). leave blank use no-reply. finish save verifying; switches change settings enabled switch dashboard, table status. sending time. reads yes turned off, pending verifying, paused broke (see setup). web designer, person agency controls usual and, inside waiting teammate. wait, address; everything finishes subdomain mail.yourcompany.com main sit subdomain, keeps apart everyday email. manually prefer yourself, work step, go back, automatically manual type, name value. copy exactly genie; values unique new tab, (often called \"dns\", \"zone editor\" \"manage dns\"). dkim txt ttl default. attempt validation next genie. often like. starting v=spf1, value one, edit include shows, keeping else. create second record. optional none. google workspace, microsoft 365 service, listing merge breaks authentication sender tips know godaddy dns\" appear \"records\". cloudflare tab. \"proxy status\" (gray cloud) fail. wix settings, advanced, domains, settings. network solutions account, manage advanced take quotes added around long fine. sure look icann lookup find registrar, ask support daily checks, pause restore day. move provider, service overwrites record), happens to-do noticed issue hand, fix screen right away. used pauses, since failed check spreading. tile ownership, marked working, missing wrong me. you. usually takes tick (optional) first. follow steps again. fails (about later, sooner 12 hours), pauses keep going action needed followed address, paused. again, check, me, restores back nothing stops paused, invoice messenger reminders out; simply no-reply@billergenie.io fixed. slow connection), explains happened try loading. warning. 10 lookups. adding past that, warns opens suggests steps. continue anyway. limit, remove services longer through, update message, refresh yourself. domains. reseller shares skipped setup. expected. several locations franchise accounts) contact verified account. troubleshooting dashboard passing. make saved providers separate \"apply\" \"publish\" step. only. validation. \"automatic available now\" \"your applied\" minutes, refused (gmail, yahoo, on) lowercase letters, digits hyphens, www, http// spaces. support. spam confirm row passes. failing hurts delivery. build good weeks. recipients behind strict filters (proofpoint, mimecast, barracuda) may allow deliverability writing effective reminder . will affect no. mailbox working single, merged stuck support@billergenie.com shows. articles","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-10-23T16:20:36.953Z","tag_names":["sync completed successfully with warnings","sync completed with warnings","quickbooks sync completed with warnings","qbd sync warnings","last sync result","qbd to-do","magiccarpet sync warning","some items may not have synced","qbd items not syncing","gratuity item quickbooks desktop"],"answer_sample":"Most QuickBooks Desktop syncs end with Sync ended successfully. Sometimes a sync ","long_answer_sample":"Most QuickBooks Desktop syncs end with Sync ended successfully. Sometimes a sync finishes, but one or more of its steps has a problem. When that happens, Biller Genie now tells you, so you know some items may not have reached QuickBooks yet. This article explains what the message means, where you see it, why it happens and what to do. The three ways","language_id":1,"id":3998462,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"quickbooks desktop syncs end sync ended successfully. sometimes finishes, one steps problem. happens, biller genie now tells you, know items may reached yet. article explains message means, see it, happens do. three ways can successfully everything quickbooks. completed warnings finished, next tries again. error finish. last result shows error. magiccarpet troubleshooting . result, status panel add-ons \u0026gt; \"sync warnings\". latest genie, panel, ends warnings. synced quickbooks.\" info icon top portal \"last dashboard todo messages to-do titled \"quickbooks warnings\" reads \"your synced. please review contact support persists.\" mean connection broken. date still updates, scheduled runs time. get to-do, per sync. later warnings, reuses instead adding new ones. email. alert. counts successful, trigger successful notification common causes item account uses deleted, renamed made inactive, restore it. include accounts tips, late fees, technology surcharges, refunds, returned payments third-party transactions. rejected customer, fee payment tried add update. check accounts, undeposited funds or, use automatic batch reconciliation, settlement accounts. chargeback ach entry posted. stop early several tries. rest catches worry single warning. missed two kinds retrying fees 7 days, entries 30 days. warning keeps coming back, subscriber success nothing left run another make sure open single-user mode pop-up windows, click add-on page. look specifics. messages, history outbound queue anything names fee. undo recent changes recently inactive created, comes back row, payment, tip missing email subscribersuccess@billergenie.com time goes away clears finishes dismiss again, back. related articles page settings reliability fail fix best practices syncing understanding main","name":"What \"Sync completed successfully with warnings\" Means in QuickBooks Desktop","votes":0,"is_published":true,"slug":"qbd-sync-completed-with-warnings","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/qbd-sync-completed-with-warnings?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"quickbooks desktop syncs end sync ended successfully. sometimes finishes, one steps problem. happens, biller genie now tells you, know items may reached yet. article explains message means, see it, happens do. three ways can successfully everything quickbooks. completed warnings finished, next tries again. error finish. last result shows error. magiccarpet troubleshooting . result, status panel add-ons \u0026gt; \"sync warnings\". latest genie, panel, ends warnings. synced quickbooks.\" info icon top portal \"last dashboard todo messages to-do titled \"quickbooks warnings\" reads \"your synced. please review contact support persists.\" mean connection broken. date still updates, scheduled runs time. get to-do, per sync. later warnings, reuses instead adding new ones. email. alert. counts successful, trigger successful notification common causes item account uses deleted, renamed made inactive, restore it. include accounts tips, late fees, technology surcharges, refunds, returned payments third-party transactions. rejected customer, fee payment tried add update. check accounts, undeposited funds or, use automatic batch reconciliation, settlement accounts. chargeback ach entry posted. stop early several tries. rest catches worry single warning. missed two kinds retrying fees 7 days, entries 30 days. warning keeps coming back, subscriber success nothing left run another make sure open single-user mode pop-up windows, click add-on page. look specifics. messages, history outbound queue anything names fee. undo recent changes recently inactive created, comes back row, payment, tip missing email subscribersuccess@billergenie.com time goes away clears finishes dismiss again, back. related articles page settings reliability fail fix best practices syncing understanding main","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T15:17:09.000Z","tag_names":["account settings","ach web terms","auto pay terms","biller genie settings","chrome extension","configure general settings","control panel settings","email auto-pay failures","email merchant receipts","email sync notification","invoice email","invoice payment terms","merchant email","persistent filters","sync notifications setup","terms and conditions"],"answer_sample":"Your Control Panel \u0026gt; Settings page is where you set the account-level defaults","long_answer_sample":"Your Control Panel \u0026gt; Settings page is where you set the account-level defaults that apply everywhere in Biller Genie — who receives merchant notifications, which automated emails go out, the Terms \u0026amp; Conditions your customers agree to, and whether the Chrome Extension is enabled. This article walks through every field on the page, what it cont","language_id":1,"id":1957837,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"control panel \u0026gt; settings page set account-level defaults apply everywhere biller genie — receives merchant notifications, automated emails go out, terms \u0026amp; conditions customers agree to, whether chrome extension enabled. article walks every field page, controls, small gotchas catch people one. open click main menu, settings. need user superuser manager role see managing users . email address (or addresses) receive copy sales receipts customer-driven notifications example, customer updates stored payment method card file expires. gets auto-pay failure alert sync toggles enabled below. multiple recipients can enter one here. separate comma semicolon accounting@yourcompany.com, owner@yourcompany.com. list notification triggers. way send another nothing. invoice sender reminder sends. reply-to hits reply reminder, it. use real, monitored inbox (not no-reply address) reply, often questions. want sent domain (so look like come billing@yourcompany.com instead genie's envelope), custom domains enable persistent filters toggle on, column search grids (invoices, customers, transactions, etc.) remembered across sessions account. off, reset time load grid. turn frequently filter (e.g., \"always show overdue invoices type = wholesale\"). team members share account prefers start clean view. three address(es) above. processed (credit card, ach, check, manual, autopay), receipt. don't. org-level setting applies payments receipt controlled separately per-transaction \"send receipt\" checkbox payment, plus flag individual customer's record. full breakdown. successfully synced accounting software (quickbooks online, quickbooks desktop, xero) configurable number days, get email. failures commonly happen oauth connection expired password changed. configuring threshold. default \"alert 3 days without successful sync.\" change per-integration make sure save add-ons select xero). find last field, whenever automatic attempt fails (declined nsf etc.), details unnoticed. recommended keep on. failed autopay attempts notice quickly past-due invoices. pre-populates sets corresponding flows. edit match business's policies, next revert default. sees paying one-time portal via link. auto pay enrolling agrees charge automatically becomes due. ach web transaction t\u0026amp;cs bank / ach. nacha requires explicit authorization language web-channel debits customize language. tip. legal counsel review customizing phrasing general; industry (rentals, subscriptions, professional services) specific worth adding rather invoice. installed (which adds in-line buttons quick-actions online tools), shows status lets issues 90-day credential authenticate calls back genie. required first work new browser device. disable immediately invalidates credential. uninstalled device authorized lost compromised. related located elsewhere feel live actually dedicated pages quick map know branding (logo + brand color) branding. setup (reminder cadence, terms, messenger settings) defaults. welcome area hosted (fraud thresholds look/feel public page) link menu. late fees reminders add-ons, core fee manager, reminders. session timeout user-configurable. signs 25 minutes inactivity production security reasons. saving changes button. saved edited. enable/disable save. articles","name":"Configure General Settings","votes":0,"is_published":true,"slug":"configure-general-settings","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/configure-general-settings?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"control panel \u0026gt; settings page set account-level defaults apply everywhere biller genie — receives merchant notifications, automated emails go out, terms \u0026amp; conditions customers agree to, whether chrome extension enabled. article walks every field page, controls, small gotchas catch people one. open click main menu, settings. need user superuser manager role see managing users . email address (or addresses) receive copy sales receipts customer-driven notifications example, customer updates stored payment method card file expires. gets auto-pay failure alert sync toggles enabled below. multiple recipients can enter one here. separate comma semicolon accounting@yourcompany.com, owner@yourcompany.com. list notification triggers. way send another nothing. invoice sender reminder sends. reply-to hits reply reminder, it. use real, monitored inbox (not no-reply address) reply, often questions. want sent domain (so look like come billing@yourcompany.com instead genie's envelope), custom domains enable persistent filters toggle on, column search grids (invoices, customers, transactions, etc.) remembered across sessions account. off, reset time load grid. turn frequently filter (e.g., \"always show overdue invoices type = wholesale\"). team members share account prefers start clean view. three address(es) above. processed (credit card, ach, check, manual, autopay), receipt. don't. org-level setting applies payments receipt controlled separately per-transaction \"send receipt\" checkbox payment, plus flag individual customer's record. full breakdown. successfully synced accounting software (quickbooks online, quickbooks desktop, xero) configurable number days, get email. failures commonly happen oauth connection expired password changed. configuring threshold. default \"alert 3 days without successful sync.\" change per-integration make sure save add-ons select xero). find last field, whenever automatic attempt fails (declined nsf etc.), details unnoticed. recommended keep on. failed autopay attempts notice quickly past-due invoices. pre-populates sets corresponding flows. edit match business's policies, next revert default. sees paying one-time portal via link. auto pay enrolling agrees charge automatically becomes due. ach web transaction t\u0026amp;cs bank / ach. nacha requires explicit authorization language web-channel debits customize language. tip. legal counsel review customizing phrasing general; industry (rentals, subscriptions, professional services) specific worth adding rather invoice. installed (which adds in-line buttons quick-actions online tools), shows status lets issues 90-day credential authenticate calls back genie. required first work new browser device. disable immediately invalidates credential. uninstalled device authorized lost compromised. related located elsewhere feel live actually dedicated pages quick map know branding (logo + brand color) branding. setup (reminder cadence, terms, messenger settings) defaults. welcome area hosted (fraud thresholds look/feel public page) link menu. late fees reminders add-ons, core fee manager, reminders. session timeout user-configurable. signs 25 minutes inactivity production security reasons. saving changes button. saved edited. enable/disable save. articles","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-19T18:38:43.000Z","tag_names":["chart of accounts","coa mapping","biller genie chart of accounts","sales account mapping","late fee account","sweep account mapping","undeposited funds account","system items","convenience fee","surcharge mapping","qbo chart of accounts","qbd chart of accounts","red green sync indicator","remap accounts","override account mapping","account balance","balance column","current balance","sweep account balance","account balance in biller genie","open in quickbooks","negative balance","balance not zero"],"answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBook","long_answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBooks Desktop via MagicCarpet ) using a Chart of Accounts mapping that controls where invoices, refunds, technology fees, and customer payments get posted. Most merchants are happy with the seeded defaults — Biller Genie sets them up automatically on first sync — but you ca","language_id":1,"id":3821036,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","name":"Chart of Accounts: Mapping Your Accounts in Biller Genie","votes":0,"is_published":true,"slug":"chart-of-accounts-mapping","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/chart-of-accounts-mapping?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2024-03-11T14:50:45.000Z","tag_names":["self-pay","user-driven"],"answer_sample":"Overview When a customer pays an invoice online, Biller Genie provides options th","long_answer_sample":"Overview When a customer pays an invoice online, Biller Genie provides options that allow them to securely store their payment information and manage future payments. During checkout, customers may see two optional settings that make future transactions easier and more secure. Both settings take effect only when the payment is approved. If the payme","language_id":1,"id":2455043,"last_published_date":"October 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"overview customer pays invoice online, biller genie provides options allow securely store payment information manage future payments. checkout, customers may see two optional settings make transactions easier secure. take effect approved. declined, nothing saved auto pay stays was.   option 1 method use selected stored gateway. last four digits card bank account visible within genie. can used either merchant apply upcoming invoices. secure way save without needing collect again. 2 enable selects auto-pay will automatically charged charge occur based configuration (typically shortly created trigger date). additional action required unless needs updated. ideal expect recurring ongoing open invoices like currently invoice, send link add method. refer invite important notes methods tokenized maintained limited details (such digits) update remove time portal, enabled. still trouble unable contact support team support@billergenie.com include following number type (card ach) error messages displayed providing help assist efficiently possible.","name":"Customer-Enabled Auto Pay","votes":0,"is_published":true,"slug":"customer-enabled-auto-pay","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/customer-enabled-auto-pay?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"overview customer pays invoice online, biller genie provides options allow securely store payment information manage future payments. checkout, customers may see two optional settings make transactions easier secure. take effect approved. declined, nothing saved auto pay stays was.   option 1 method use selected stored gateway. last four digits card bank account visible within genie. can used either merchant apply upcoming invoices. secure way save without needing collect again. 2 enable selects auto-pay will automatically charged charge occur based configuration (typically shortly created trigger date). additional action required unless needs updated. ideal expect recurring ongoing open invoices like currently invoice, send link add method. refer invite important notes methods tokenized maintained limited details (such digits) update remove time portal, enabled. still trouble unable contact support team support@billergenie.com include following number type (card ach) error messages displayed providing help assist efficiently possible.","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-03-05T15:52:48.000Z","tag_names":["magiccarpet","magic carpet","connect quickbooks desktop","qbd connection","magiccarpet linking","application certificate","integrated application","single user mode","qbd authorization","qbd token","biller genie qbd"],"answer_sample":"MagicCarpet is Biller Genie's cloud-based bridge to QuickBooks Desktop (QBD). Unl","long_answer_sample":"MagicCarpet is Biller Genie's cloud-based bridge to QuickBooks Desktop (QBD). Unlike QuickBooks Online, which connects through OAuth from anywhere, QBD lives on your Windows computer and needs a small sidecar application installed alongside it to share data with Biller Genie. MagicCarpet is that sidecar — it sits between your QuickBooks Desktop and ","language_id":1,"id":3718527,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"magiccarpet biller genie's cloud-based bridge quickbooks desktop (qbd). unlike online, connects oauth anywhere, qbd lives windows computer needs small sidecar application installed alongside share data genie. — sits cloud, syncing customers, invoices, payments, refunds, voids ways automatically. article walks linking genie account. yet, start install first. must machine runs desktop. see . open company file want sync. talks running process. signed admin user (single-user multi-user mode work). first-time authorization rights. merchant portal browser device grab unique code there. stable internet machine. maintains persistent connection cloud. step 1 copy portal, click add-ons marketplace. select accounting software category tile. install. connect setup screen. displays button next clipboard. keep private authorizes read write treat like password directly, email it. 2 installed, (it menu genie). prompted, paste copied connect. contacts cloud registers 3 prepare can data, ready accept go edit \u0026gt; preferences integrated applications preferences. make sure allow access checked. switch single-user first sync (file mode). initial approved, back mode. authorizing new requires authorization, works fine one-time requirement connection. 4 approve inside reaches desktop, will pop certificate dialog asking whether appears, yes, always; running. choose associated magiccarpet's (typically dedicated integration user). check personal social security numbers customer credit card information. required processes payments. continue, review summary, done. 5 confirm approved tile updates show active. immediately queues sync, pulls accounts, items, recent transactions chunks (default chunk size 5,000 records) large files time out. live progress records flow in. completes, available throughout happens order chart accounts income, expense, bank, receivable accounts. items products \u0026amp; services, plus system seeds late fees, technology surcharges, third-party transactions. customers including parent/child relationships types. invoices recently paid invoices. sales receipts refund payment activity. deleted captures removed try resync them. delta syncs automatically default every hours, pulling changed since last trigger manual add-on page time. cadence flows updated payments refunds entered directly qbd, records. collected (credit card, ach, apm), issued interval hours syncs. shows successful time, result scheduled now anytime pull latest immediately. qbdv4 (magiccarpet) supports full void legacy qbdv3 integration, processed (qbdv4) bi-directional refunds. reach subscribersuccess migrate magiccarpet. frequently asked questions need stay yes relies sleeping, pauses. merchants run workstation hosts always business hours. \"not online\" pinged minutes. one no. account links installation move different computer, old unlinked first, deactivate own. magiccarpet, three dots connected row. disconnect quickbooks, popup. row unlink, code, fresh reached, contact support generated. still offline long enough cleared. work approval (step 3), operates team working background. moved renamed locks onto specific authorized against. moved, renamed, replaced, may re-authorize opening going prompt again. troubleshooting recovery steps. stopped working. walk common causes (computer asleep restarted), open, moved. active, invoice just away. head orientation next. related articles online","name":"How to Connect MagicCarpet to QuickBooks Desktop","votes":0,"is_published":true,"slug":"how-to-connect-magiccarpet-to-quickbooks-desktop","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/how-to-connect-magiccarpet-to-quickbooks-desktop?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"magiccarpet biller genie's cloud-based bridge quickbooks desktop (qbd). unlike online, connects oauth anywhere, qbd lives windows computer needs small sidecar application installed alongside share data genie. — sits cloud, syncing customers, invoices, payments, refunds, voids ways automatically. article walks linking genie account. yet, start install first. must machine runs desktop. see . open company file want sync. talks running process. signed admin user (single-user multi-user mode work). first-time authorization rights. merchant portal browser device grab unique code there. stable internet machine. maintains persistent connection cloud. step 1 copy portal, click add-ons marketplace. select accounting software category tile. install. connect setup screen. displays button next clipboard. keep private authorizes read write treat like password directly, email it. 2 installed, (it menu genie). prompted, paste copied connect. contacts cloud registers 3 prepare can data, ready accept go edit \u0026gt; preferences integrated applications preferences. make sure allow access checked. switch single-user first sync (file mode). initial approved, back mode. authorizing new requires authorization, works fine one-time requirement connection. 4 approve inside reaches desktop, will pop certificate dialog asking whether appears, yes, always; running. choose associated magiccarpet's (typically dedicated integration user). check personal social security numbers customer credit card information. required processes payments. continue, review summary, done. 5 confirm approved tile updates show active. immediately queues sync, pulls accounts, items, recent transactions chunks (default chunk size 5,000 records) large files time out. live progress records flow in. completes, available throughout happens order chart accounts income, expense, bank, receivable accounts. items products \u0026amp; services, plus system seeds late fees, technology surcharges, third-party transactions. customers including parent/child relationships types. invoices recently paid invoices. sales receipts refund payment activity. deleted captures removed try resync them. delta syncs automatically default every hours, pulling changed since last trigger manual add-on page time. cadence flows updated payments refunds entered directly qbd, records. collected (credit card, ach, apm), issued interval hours syncs. shows successful time, result scheduled now anytime pull latest immediately. qbdv4 (magiccarpet) supports full void legacy qbdv3 integration, processed (qbdv4) bi-directional refunds. reach subscribersuccess migrate magiccarpet. frequently asked questions need stay yes relies sleeping, pauses. merchants run workstation hosts always business hours. \"not online\" pinged minutes. one no. account links installation move different computer, old unlinked first, deactivate own. magiccarpet, three dots connected row. disconnect quickbooks, popup. row unlink, code, fresh reached, contact support generated. still offline long enough cleared. work approval (step 3), operates team working background. moved renamed locks onto specific authorized against. moved, renamed, replaced, may re-authorize opening going prompt again. troubleshooting recovery steps. stopped working. walk common causes (computer asleep restarted), open, moved. active, invoice just away. head orientation next. related articles online","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-22T13:39:17.000Z","tag_names":["quickbooks desktop sync","qbd sync reliability","qbd sync failed","why quickbooks not syncing","magiccarpet reliability","qbd integration limits","company file open","multi user mode sync","qbd healthy file","qbd sync best practices","sync multiple company files","multi-company qbd"],"answer_sample":"Most \"Biller Genie isn't syncing with QuickBooks Desktop\" support tickets turn ou","long_answer_sample":"Most \"Biller Genie isn't syncing with QuickBooks Desktop\" support tickets turn out to be one of the same dozen root causes. None of them are unique to Biller Genie — they're inherent to how QuickBooks Desktop talks to any third-party application, and they affect every QuickBooks Desktop integration on the market. This article explains the reality of","language_id":1,"id":1966963,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"\"biller genie syncing quickbooks desktop\" support tickets turn one dozen root causes. none unique biller — inherent desktop talks third-party application, affect every integration market. article explains reality sync, genie's magiccarpet reliable sync tool know of, common failure modes (with merchant-friendly diagnoses fixes), file-health habits keep running smoothly. apps designed cloud-first integrations existed. runs local windows machine, company file sits machine (or shared server), genie, rightworks , method, intuit's tools ask permission read write data sdk. depends list conditions true moment application open. right active one. modal dialog box can open (a backup reminder, \"to-do,\" error message). on, awake, signed in. middle internal operation backup, verify, upgrade prompt). integrated application's authorization token still valid. true, cleanly. false, pauses fails. market included. property desktop, specific tool. architecture limitation, limitation used multiple years felt like occasional issues, why. sdk gives small, conditional window work. separates another well handle moments slams shut. bridge seen without getting technical, speed. synced 1 gigabyte files 15 seconds. large bog move seconds, hours. resilience. attempt hits blockers above, waits intelligently retries. either fail loudly quietly stop syncing. keeps working background catches automatically right. deep expertise. engineering team spent understanding level integrators including edge cases documentation fully cover. depth shows cleaner behavior situations stumble. real-time status visibility. merchant portal last ping, successful result current state glance. finishes something missed, says get to-do dashboard. built production volume. syncs chunks, handles deletions cleanly, retries transient errors, stays quickbooks's way busy. practice, means merchants think sync. background, weekends, surfaces clear messages needs attention. rest reasons (and fix one) rough order often see 1. computer asleep, off, hibernating ping timestamp minutes old. tile may show \"not online.\" happens awake sleep mode, hibernation, scheduled shutdowns, unplanned restarts break connection wakes back up. wake sign machine. portal, click now add-on. prevent happening again, settings \u0026gt; system power \u0026amp; set never dedicated 2. open, wrong \"you must connected data\" queueing completing. process. running, process talk to. different file, authorized sync's currently active. genie. portal. 3. users logged (multi-user mode contention) intermittent failures, especially business recovers overnight out. multi-user shares across workstations. certain operations require exclusive access. actively applications less establish daily routine signing end business. enough catch day's activity. 4. attempts hang time \"running\" indefinitely. \"to-do\" verify prompt, message, insight notification waiting human input. proceed dismissed. walk remote it), dismiss boxes quickbooks, trigger 5. fails timeout, next attempt. automatic processes lock file. wait lock. usually nothing will recurring problem, check schedule expected run. 6. moved, renamed, restored repeated prompts failures referencing magiccarpet's tied first moving, renaming, restoring creates considers identical. desktop. watch certificate prompt. re-authorize original connection. connect . 7. upgraded new year version start failing (for example, qbd 2023 → 2024). hood. existing old version's follow reconnecting uninstall older versions services conflicts, generate fresh token. 8. pending update reboot required long-running hangs, offline despite on. updates reboot-required notifications interrupt services. service stalled these. install updates, in, confirm tray. 9. antivirus firewall blocking cloud (last updates). products quarantine network requests suspicious less-common browsers office. add allow lists. installer path typically c\\program files\\biller genie\\magiccarpet\\. unsure, contact person reach subscriber success 10. drive flaky connectivity random correlated vpn issues. lives share, relies stable guidance best host possible, practices smoothly 11. expired revoked \"authentication unsuccessful\" 403 errors user manage simply clean refresh. go edit preferences listed allowed. not, reconnect 12. corrupted integrity issues records repeatedly customer, invoice). fine. healthy-looking develop small data-integrity time. expose encounter affected records. run built-in repair rebuild utility persist, need professional intuit support. keeping healthy reliably. unhealthy makes fight harder. drawn straight shape integration) chance regularly portable copy restore from. step-by-step. businesses use offsite addition backup. weekly scans utilities data. finds immediately after. details. condense gets use, grow gigabytes. larger slower syncs. offers archives transactions reduces size. date releases maintenance bugs, sdk-level affecting integrations. help latest release day day. frees work, catch-up review time, accumulate longer use. potential conflict point. remove using. store recommends storing computer. drives (especially wireless) cause performance problems supports stored server using single installation. connects account. works exist server. connections managed maintains separate links account instance. magiccarpet, installation needed regardless per conflicts. expect allows processed sequentially simultaneously. two accounts moment, queues other. file's completion independent block beyond natural sequencing. adding additional second add-ons tab. linking code present select “link account” enter code. switch approve prompt hold routes based something's quick diagnostic recent offline. \"magiccarpet asleep\" above. pings completed recently actual likely up, contention. \"completed warnings\" step problem. warning coming back, success. mostly fine except customers invoices integrity. revoked. hangs hours completes adopt end-of-day sign-out routine. worked identify issue, email subscribersuccess@billergenie.com timestamps. troubleshooting focused flow. related articles page moving (magiccarpet)","name":"QuickBooks Desktop Sync Reliability: Why Syncs Fail and How to Fix Them","votes":0,"is_published":true,"slug":"syncing-multiple-quickbooks-desktop-company-files-with-biller-genie","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-multiple-quickbooks-desktop-company-files-with-biller-genie?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"\"biller genie syncing quickbooks desktop\" support tickets turn one dozen root causes. none unique biller — inherent desktop talks third-party application, affect every integration market. article explains reality sync, genie's magiccarpet reliable sync tool know of, common failure modes (with merchant-friendly diagnoses fixes), file-health habits keep running smoothly. apps designed cloud-first integrations existed. runs local windows machine, company file sits machine (or shared server), genie, rightworks , method, intuit's tools ask permission read write data sdk. depends list conditions true moment application open. right active one. modal dialog box can open (a backup reminder, \"to-do,\" error message). on, awake, signed in. middle internal operation backup, verify, upgrade prompt). integrated application's authorization token still valid. true, cleanly. false, pauses fails. market included. property desktop, specific tool. architecture limitation, limitation used multiple years felt like occasional issues, why. sdk gives small, conditional window work. separates another well handle moments slams shut. bridge seen without getting technical, speed. synced 1 gigabyte files 15 seconds. large bog move seconds, hours. resilience. attempt hits blockers above, waits intelligently retries. either fail loudly quietly stop syncing. keeps working background catches automatically right. deep expertise. engineering team spent understanding level integrators including edge cases documentation fully cover. depth shows cleaner behavior situations stumble. real-time status visibility. merchant portal last ping, successful result current state glance. finishes something missed, says get to-do dashboard. built production volume. syncs chunks, handles deletions cleanly, retries transient errors, stays quickbooks's way busy. practice, means merchants think sync. background, weekends, surfaces clear messages needs attention. rest reasons (and fix one) rough order often see 1. computer asleep, off, hibernating ping timestamp minutes old. tile may show \"not online.\" happens awake sleep mode, hibernation, scheduled shutdowns, unplanned restarts break connection wakes back up. wake sign machine. portal, click now add-on. prevent happening again, settings \u0026gt; system power \u0026amp; set never dedicated 2. open, wrong \"you must connected data\" queueing completing. process. running, process talk to. different file, authorized sync's currently active. genie. portal. 3. users logged (multi-user mode contention) intermittent failures, especially business recovers overnight out. multi-user shares across workstations. certain operations require exclusive access. actively applications less establish daily routine signing end business. enough catch day's activity. 4. attempts hang time \"running\" indefinitely. \"to-do\" verify prompt, message, insight notification waiting human input. proceed dismissed. walk remote it), dismiss boxes quickbooks, trigger 5. fails timeout, next attempt. automatic processes lock file. wait lock. usually nothing will recurring problem, check schedule expected run. 6. moved, renamed, restored repeated prompts failures referencing magiccarpet's tied first moving, renaming, restoring creates considers identical. desktop. watch certificate prompt. re-authorize original connection. connect . 7. upgraded new year version start failing (for example, qbd 2023 → 2024). hood. existing old version's follow reconnecting uninstall older versions services conflicts, generate fresh token. 8. pending update reboot required long-running hangs, offline despite on. updates reboot-required notifications interrupt services. service stalled these. install updates, in, confirm tray. 9. antivirus firewall blocking cloud (last updates). products quarantine network requests suspicious less-common browsers office. add allow lists. installer path typically c\\program files\\biller genie\\magiccarpet\\. unsure, contact person reach subscriber success 10. drive flaky connectivity random correlated vpn issues. lives share, relies stable guidance best host possible, practices smoothly 11. expired revoked \"authentication unsuccessful\" 403 errors user manage simply clean refresh. go edit preferences listed allowed. not, reconnect 12. corrupted integrity issues records repeatedly customer, invoice). fine. healthy-looking develop small data-integrity time. expose encounter affected records. run built-in repair rebuild utility persist, need professional intuit support. keeping healthy reliably. unhealthy makes fight harder. drawn straight shape integration) chance regularly portable copy restore from. step-by-step. businesses use offsite addition backup. weekly scans utilities data. finds immediately after. details. condense gets use, grow gigabytes. larger slower syncs. offers archives transactions reduces size. date releases maintenance bugs, sdk-level affecting integrations. help latest release day day. frees work, catch-up review time, accumulate longer use. potential conflict point. remove using. store recommends storing computer. drives (especially wireless) cause performance problems supports stored server using single installation. connects account. works exist server. connections managed maintains separate links account instance. magiccarpet, installation needed regardless per conflicts. expect allows processed sequentially simultaneously. two accounts moment, queues other. file's completion independent block beyond natural sequencing. adding additional second add-ons tab. linking code present select “link account” enter code. switch approve prompt hold routes based something's quick diagnostic recent offline. \"magiccarpet asleep\" above. pings completed recently actual likely up, contention. \"completed warnings\" step problem. warning coming back, success. mostly fine except customers invoices integrity. revoked. hangs hours completes adopt end-of-day sign-out routine. worked identify issue, email subscribersuccess@billergenie.com timestamps. troubleshooting focused flow. related articles page moving (magiccarpet)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-21T03:53:43.248Z","tag_names":["resync all","full history resync","initiate full history resync","enqueue autopay transactions","send paid reminders","reason for resync","qbo resync","qbd resync","sync all data","extraordinary resync","subscriber success resync","data correction sync","accounting software resync"],"answer_sample":"A Full History Resync (sometimes called \"Resync All\") is an extraordinary action ","long_answer_sample":"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, recoveri","language_id":1,"id":3825104,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. desktop, check last result status ends. says \"sync successfully warnings\", finished items reached quickbooks. another sync, contact warning remains. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","name":"Initiating a Full History Resync (Resync All)","votes":0,"is_published":true,"slug":"resync-all-enqueue-autopay-toggle","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/resync-all-enqueue-autopay-toggle?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. desktop, check last result status ends. says \"sync successfully warnings\", finished items reached quickbooks. another sync, contact warning remains. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1369274,"account_id":12867,"created_at":"2026-05-22T17:30:44.561Z","tag_names":["2fa","2fa setup","authenticator app","biller genie 2fa","mfa","pci compliance login","secure login","session timeout","totp","two factor authentication"],"answer_sample":"Multi-factor authentication (MFA) adds a second layer of security to your Biller ","long_answer_sample":"Multi-factor authentication (MFA) adds a second layer of security to your Biller Genie sign-in. The primary method is an authenticator app (Google Authenticator, Microsoft Authenticator, Authy, etc.) using a time-based one-time password, or TOTP. If you have not set up the authenticator app or you lose access to it, Biller Genie can fall back to an ","language_id":1,"id":3826870,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"multi-factor authentication (mfa) adds second layer security biller genie sign-in. primary method authenticator app (google authenticator, microsoft authy, etc.) using time-based one-time password, totp. set lose access it, can fall back email-based secure link. guide walks setting happens device, recovery codes keep locked out. matters account holds sensitive invoice records, customers' stored payment methods, reports use reconcile bank. someone got see it. mfa blocks path requiring proof — code device physically hold letting in. processes payment-card data follows standards required every business handles card payments (pci dss). view move money one standards. turning user simplest thing customers protected. two ways verifies (recommended) 6-digit generated phone 1password, etc.). refreshes 30 seconds. pci guidance considers strongest. email link (fallback) yet temporarily send profile. click instead entering code. fallback path, everyday path. save plus strongest setup. meant one-off recovery, daily sign-ins. sign genie. name top-right corner open profile (account settings → profile). find two-factor button details page. step 1 scan qr \"add account\" \"scan code\" function. point setup scan, page shows manual key type 2 enter verification will start displaying current submit. 3 codes. display 10 single-use (formatted xxxxx-xxxxx). copy download text file store somewhere safe. once. confirm next sign-in onward, ask authenticator-app password. close built-in way get reinstall app. treat like backup key. storage best-practices regenerate needed. signing show prompt. app, entry, signed rest session. new triggers fresh \"remember browser days\" option, design stolen able skip future login. unavailable common scenarios forward still phone, just working time-based, out-of-sync clock break them. make sure date time automatic (network time). wait 30-second tick try freshly displayed lost replaced saved prompt sign-in, switch \"use instead\" codes, works soon in, either intentional, since otherwise protecting anything. support@billergenie.com address. support verify identity (business information, recent numbers, call owner) resetting account. plan taking day. uses enabled admin reset sends asking sender subject mentions verification. validity valid minutes. delivery usually minute. slower providers (outlook particular) take 5 secure-link arrive work checks order. reason merchants reach login issues. three batch incoming mail deliveries several check spam, junk, promotions folder. automated senders sometimes land outside main inbox. correct. resend screen. profile, necessarily originally with. typo, need update (or contact support). provider blocking senders. allowlisting rules include sending domain. ips specific records add. old expires; sent. refresh request another. sent side and, needed, fallback. log 25 minutes signs automatically inactivity. platform level applies extended individual user. inactivity timer resets click, type, navigate inside actively application, logged timeout fires input alongside controls session starts, ends. together idle sessions misused shared unattended devices. more, logs (session security) . frequently asked questions apps standard totp google bitwarden, duo, password managers feature. require pick whichever trust. positioned fallback, gives faster, day-to-day flow comfortable email, today, recommend favors. turn technically yes, strongly leaving on. insurance, payments-industry compliance reviews, rely system data. causing workflow problem, often (email allowlisting, update, re-enrollment) solves without disabling protection. account-wide enforcement roadmap. today enables cleanest workaround part onboarding checklist add verifying identity. avoid future, best-practices. yes. section, \"regenerate codes\" option. replaces unused previous stop working. always ones immediately. full related articles changing completing annual editing company address,","name":"Setting Up Two-Factor Authentication on Your Biller Genie Account","votes":0,"is_published":true,"slug":"setting-up-two-factor-authentication","first_category":"Account \u0026 Billing","categories_display_for_views":"Account \u0026 Billing","parent_categories":[1369274],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/account-and-billing/setting-up-two-factor-authentication?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"multi-factor authentication (mfa) adds second layer security biller genie sign-in. primary method authenticator app (google authenticator, microsoft authy, etc.) using time-based one-time password, totp. set lose access it, can fall back email-based secure link. guide walks setting happens device, recovery codes keep locked out. matters account holds sensitive invoice records, customers' stored payment methods, reports use reconcile bank. someone got see it. mfa blocks path requiring proof — code device physically hold letting in. processes payment-card data follows standards required every business handles card payments (pci dss). view move money one standards. turning user simplest thing customers protected. two ways verifies (recommended) 6-digit generated phone 1password, etc.). refreshes 30 seconds. pci guidance considers strongest. email link (fallback) yet temporarily send profile. click instead entering code. fallback path, everyday path. save plus strongest setup. meant one-off recovery, daily sign-ins. sign genie. name top-right corner open profile (account settings → profile). find two-factor button details page. step 1 scan qr \"add account\" \"scan code\" function. point setup scan, page shows manual key type 2 enter verification will start displaying current submit. 3 codes. display 10 single-use (formatted xxxxx-xxxxx). copy download text file store somewhere safe. once. confirm next sign-in onward, ask authenticator-app password. close built-in way get reinstall app. treat like backup key. storage best-practices regenerate needed. signing show prompt. app, entry, signed rest session. new triggers fresh \"remember browser days\" option, design stolen able skip future login. unavailable common scenarios forward still phone, just working time-based, out-of-sync clock break them. make sure date time automatic (network time). wait 30-second tick try freshly displayed lost replaced saved prompt sign-in, switch \"use instead\" codes, works soon in, either intentional, since otherwise protecting anything. support@billergenie.com address. support verify identity (business information, recent numbers, call owner) resetting account. plan taking day. uses enabled admin reset sends asking sender subject mentions verification. validity valid minutes. delivery usually minute. slower providers (outlook particular) take 5 secure-link arrive work checks order. reason merchants reach login issues. three batch incoming mail deliveries several check spam, junk, promotions folder. automated senders sometimes land outside main inbox. correct. resend screen. profile, necessarily originally with. typo, need update (or contact support). provider blocking senders. allowlisting rules include sending domain. ips specific records add. old expires; sent. refresh request another. sent side and, needed, fallback. log 25 minutes signs automatically inactivity. platform level applies extended individual user. inactivity timer resets click, type, navigate inside actively application, logged timeout fires input alongside controls session starts, ends. together idle sessions misused shared unattended devices. more, logs (session security) . frequently asked questions apps standard totp google bitwarden, duo, password managers feature. require pick whichever trust. positioned fallback, gives faster, day-to-day flow comfortable email, today, recommend favors. turn technically yes, strongly leaving on. insurance, payments-industry compliance reviews, rely system data. causing workflow problem, often (email allowlisting, update, re-enrollment) solves without disabling protection. account-wide enforcement roadmap. today enables cleanest workaround part onboarding checklist add verifying identity. avoid future, best-practices. yes. section, \"regenerate codes\" option. replaces unused previous stop working. always ones immediately. full related articles changing completing annual editing company address,","categories":{"current":{"id":1369274,"name":"Account \u0026 Billing","url":"/account-and-billing"}},"category_param":"account-and-billing"}},{"question":{"category_id":1369273,"account_id":12867,"created_at":"2023-05-15T19:02:46.000Z","tag_names":["customer portal","using customer portal","customer portal sign up","customer portal login","customer portal troubleshooting","portal access","pay invoice online","save card on file","customer self service","portal branding"],"answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of ","long_answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of your customers. When they receive an invoice, the email contains a button that opens the portal, where they can view what they owe, pay it, save a card on file, set up autopay, request a payment plan, and download receipts and statements. This article explains what the ","language_id":1,"id":1956892,"last_published_date":"October 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows decline reason keeps form. saved, turned on, receipt. transaction try again. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, gateway (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","name":"Using the Customer Portal","votes":0,"is_published":true,"slug":"using-the-customer-portal","first_category":"The Customer Portal","categories_display_for_views":"The Customer Portal","parent_categories":[1369273],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customer-portal/using-the-customer-portal?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows decline reason keeps form. saved, turned on, receipt. transaction try again. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, gateway (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","categories":{"current":{"id":1369273,"name":"The Customer Portal","url":"/customer-portal"}},"category_param":"customer-portal"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T14:30:05.000Z","tag_names":["quickbooks online","qbo","connect quickbooks online","sync quickbooks","qbo oauth","intuit connection","first sync","auto sync","qbo integration","qbo sync settings"],"answer_sample":"Connecting Biller Genie to QuickBooks Online links the two systems through Intuit","long_answer_sample":"Connecting Biller Genie to QuickBooks Online links the two systems through Intuit's secure OAuth authorization flow. Once connected, your customers, items, accounts, invoices, sales receipts, and refunds stay in sync between the two systems with no manual reconciliation. Before you start Sign in to your Biller Genie merchant portal as an admin user.","language_id":1,"id":1956499,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"connecting biller genie quickbooks online links two systems intuit's secure oauth authorization flow. connected, customers, items, accounts, invoices, sales receipts, refunds stay sync manual reconciliation. start sign merchant portal admin user. access master credentials. user authorizing connection must company want sync. know file connect — manage multiple companies one intuit login, choose authorization. select will with. selecting wrong pull unintended invoices account. double-check name clicking connect. portal, click add-ons marketplace. accounting software category tile (or use search field find it). install. quickbooks. redirects page. review requesting (full read write data) authorize. returns first begins automatically. finishes, see confirmation add-on page data available throughout portal. happens authorize connection, pulls account following order chart accounts income, expense, bank, receivable plus types subtypes. line items products \u0026amp; services (used receipts), including system seeds late fees, technology surcharges, refunds, third-party transactions. tax preferences rates settings taxable route correctly. customers full customer roster, email, billing address, balance. recent open recently paid can collecting genie. receipts refund payment activity context sync, keeps continuously webhooks scheduled background job, new payments, voids, flow back forth without action. anytime interacts auto-sync turn ongoing off. pauses automatic updates systems. cc emails push email addresses set corresponding online. display line-item groups control whether grouped show creates commodity code default unspsc synced resync trigger fresh something looks date. runs audit-logged records. mapping now separate tool lives accounting-software section writes sales, sweep deposits, undeposited funds. article . managing inside lets view every connected app within company. navigation, apps gear icon's option, depending view) alongside apps. granted, last disconnect directly canonical, up-to-date instructions online, help (intuit help) disconnecting genie, go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. reconnecting credentials change login change, may need re-established. working (if still listed). follow steps step 3 above. faqs anything authorizes behalf. existing going forward, process them, way manually. selected switch using above, again. authorization, let pick different login. make sure correct stopped check three quick checks (1) showing (2) setting turned (3) changed credentials, reconnect previous section. voids void transaction record written automatically receipt applied refund, voided void. related articles partial) migrating desktop","name":"How to Connect QuickBooks Online","votes":0,"is_published":true,"slug":"syncing-with-quickbooks-online","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-with-quickbooks-online?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"connecting biller genie quickbooks online links two systems intuit's secure oauth authorization flow. connected, customers, items, accounts, invoices, sales receipts, refunds stay sync manual reconciliation. start sign merchant portal admin user. access master credentials. user authorizing connection must company want sync. know file connect — manage multiple companies one intuit login, choose authorization. select will with. selecting wrong pull unintended invoices account. double-check name clicking connect. portal, click add-ons marketplace. accounting software category tile (or use search field find it). install. quickbooks. redirects page. review requesting (full read write data) authorize. returns first begins automatically. finishes, see confirmation add-on page data available throughout portal. happens authorize connection, pulls account following order chart accounts income, expense, bank, receivable plus types subtypes. line items products \u0026amp; services (used receipts), including system seeds late fees, technology surcharges, refunds, third-party transactions. tax preferences rates settings taxable route correctly. customers full customer roster, email, billing address, balance. recent open recently paid can collecting genie. receipts refund payment activity context sync, keeps continuously webhooks scheduled background job, new payments, voids, flow back forth without action. anytime interacts auto-sync turn ongoing off. pauses automatic updates systems. cc emails push email addresses set corresponding online. display line-item groups control whether grouped show creates commodity code default unspsc synced resync trigger fresh something looks date. runs audit-logged records. mapping now separate tool lives accounting-software section writes sales, sweep deposits, undeposited funds. article . managing inside lets view every connected app within company. navigation, apps gear icon's option, depending view) alongside apps. granted, last disconnect directly canonical, up-to-date instructions online, help (intuit help) disconnecting genie, go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. reconnecting credentials change login change, may need re-established. working (if still listed). follow steps step 3 above. faqs anything authorizes behalf. existing going forward, process them, way manually. selected switch using above, again. authorization, let pick different login. make sure correct stopped check three quick checks (1) showing (2) setting turned (3) changed credentials, reconnect previous section. voids void transaction record written automatically receipt applied refund, voided void. related articles partial) migrating desktop","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2024-02-14T19:34:37.000Z","tag_names":["migrating quickbooks desktop to quickbooks online","qbd to qbo","quickbooks migration","convert quickbooks desktop","quickbooks online conversion","intuit migration tool","qbo conversion","export company file","magic carpet disconnect","switch to quickbooks online","bill with parent migration","qbd qbo customer types"],"answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequent","long_answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequential decisions you'll make in your accounting setup, and we want to be candid about something up front: the conversion uses Intuit's own QuickBooks Desktop to Online migration tool, and once it runs, it's a one-way operation. Intuit doesn't offer a built-in path back to ","language_id":1,"id":2407511,"last_published_date":"October 14th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, payments still waiting ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. needing resolution. hand dismiss item. migrated online; item clears sync. queue expected needs re-applied per billing parent. enabled firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","name":"Migrating from QuickBooks Desktop to QuickBooks Online","votes":0,"is_published":true,"slug":"migrating-from-qb-desktop-to-qb-online","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/migrating-from-qb-desktop-to-qb-online?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, payments still waiting ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. needing resolution. hand dismiss item. migrated online; item clears sync. queue expected needs re-applied per billing parent. enabled firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T16:33:38.000Z","tag_names":["email deliverability","allowlist biller genie","mailjet ip allowlist","email not received","biller genie emails missing","spam filter","google workspace allowlist","microsoft 365 allowlist","office 365 spam","godaddy advanced email security","squarespace email allowlist","proofpoint mimecast barracuda","2fa email not arriving","merchant receipt missing","ip-based filtering","whitelist biller genie ips","87.253.232.0","185.189.236.0","185.211.120.0","185.250.236.0","biller genie sending ip ranges"],"answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't r","long_answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't reaching you or your customers, the most common cause is your email provider's spam filter rejecting or quarantining the mail before delivery. This article walks through how to recognize an IP-based delivery problem, how to allowlist Biller Genie's sending IPs at the maj","language_id":1,"id":3686011,"last_published_date":"October 12th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. using checks domain's dns records every day. record breaks stays broken next daily check, pauses address sends no-reply@billergenie.io pass again, switches back own. can affected merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional dedicated service. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient whether successfully handed was. related articles writing effective configure general","name":"Email Deliverability Troubleshooting","votes":0,"is_published":true,"slug":"allowlisting-biller-genie-ips-by-email-provider","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/allowlisting-biller-genie-ips-by-email-provider?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. using checks domain's dns records every day. record breaks stays broken next daily check, pauses address sends no-reply@billergenie.io pass again, switches back own. can affected merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional dedicated service. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient whether successfully handed was. related articles writing effective configure general","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-22T17:31:10.844Z","tag_names":["move quickbooks desktop","new computer qbd","transfer magiccarpet","qbd migration","magiccarpet new machine","company file transfer","qbd backup restore","decommission old computer","qbd license transfer"],"answer_sample":"Moving your QuickBooks Desktop installation — and the MagicCarpet sync app — to a","long_answer_sample":"Moving your QuickBooks Desktop installation — and the MagicCarpet sync app — to a new computer requires a specific order of operations to avoid breaking your Biller Genie sync. The most common mistake is decommissioning the old machine before the new one is fully verified, which leaves your sync stuck in an in-between state. This article walks throu","language_id":1,"id":3826904,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"moving quickbooks desktop installation — magiccarpet sync app new computer requires specific order operations avoid breaking biller genie sync. common mistake decommissioning old machine one fully verified, leaves stuck in-between state. article walks correct sequence. start plan downtime. pauses moving. schedule move slow hours. machines available simultaneously. verify working one. confirm license allows company file transfers fine, deactivation/reactivation steps. see intuit's . back anything. always. step 1 set install (same year version before, unless combining hardware upgrade case follow reconnecting ). restore backup copy machine. open loads cleanly. run \u0026gt; utilities data make sure transferred without issues. 2 sign merchant portal. go add-ons desktop. click download installer computer. finishes installing, it'll prompt linking code. 3 generate fresh code though account connected (to machine's magiccarpet), need can active time. magiccarpet, three dots row. select disconnect quickbooks, yes popup. row unlink, shows connection code, will portal reached, contact support generated. works still running offline long enough cleared. 4 approve computer, switch single-user mode via application certificate first connect full walkthrough). 5 portal, watch last ping timestamp add-on page. update within minute approved. now trigger immediate finishes, successful updates result reads \"sync ended successfully\". completed successfully warnings\", retire 6 decommission clean sync, uninstall windows add remove programs. optional recommended machine, edit preferences integrated applications preferences. deactivate per license-transfer verified generating approving one, goes dark failover. matters works, pitfalls trying two honors account. second fail override first. skipping restoring file. backup-and-restore introduced corruption, want know starts forgetting reapprove just installing needs approval actually read write. network drive. take opportunity share, may introduce performance reliability local drives recommended. related articles syncs fix troubleshooting","name":"Moving QuickBooks Desktop to a New Computer (MagicCarpet)","votes":0,"is_published":true,"slug":"moving-qbd-to-new-computer-magic-carpet","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/moving-qbd-to-new-computer-magic-carpet?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"moving quickbooks desktop installation — magiccarpet sync app new computer requires specific order operations avoid breaking biller genie sync. common mistake decommissioning old machine one fully verified, leaves stuck in-between state. article walks correct sequence. start plan downtime. pauses moving. schedule move slow hours. machines available simultaneously. verify working one. confirm license allows company file transfers fine, deactivation/reactivation steps. see intuit's . back anything. always. step 1 set install (same year version before, unless combining hardware upgrade case follow reconnecting ). restore backup copy machine. open loads cleanly. run \u0026gt; utilities data make sure transferred without issues. 2 sign merchant portal. go add-ons desktop. click download installer computer. finishes installing, it'll prompt linking code. 3 generate fresh code though account connected (to machine's magiccarpet), need can active time. magiccarpet, three dots row. select disconnect quickbooks, yes popup. row unlink, shows connection code, will portal reached, contact support generated. works still running offline long enough cleared. 4 approve computer, switch single-user mode via application certificate first connect full walkthrough). 5 portal, watch last ping timestamp add-on page. update within minute approved. now trigger immediate finishes, successful updates result reads \"sync ended successfully\". completed successfully warnings\", retire 6 decommission clean sync, uninstall windows add remove programs. optional recommended machine, edit preferences integrated applications preferences. deactivate per license-transfer verified generating approving one, goes dark failover. matters works, pitfalls trying two honors account. second fail override first. skipping restoring file. backup-and-restore introduced corruption, want know starts forgetting reapprove just installing needs approval actually read write. network drive. take opportunity share, may introduce performance reliability local drives recommended. related articles syncs fix troubleshooting","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-21T03:59:43.707Z","tag_names":["magiccarpet reconnect","new connection token","qbd 2023 upgrade","qbd 2024","qbd authorization expired","qbd new version","qbd reauthorize","qbd upgrade","reconnect quickbooks desktop"],"answer_sample":"When you upgrade QuickBooks Desktop to a newer year version (for example, from QB","long_answer_sample":"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 ","language_id":1,"id":3825117,"last_published_date":"August 3rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/JT?bg=f1ba57\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/fc4f4b69f7e4a4303f236ed2e8c96854.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Juan Tobon","indexable_body":"upgrade quickbooks desktop newer year version (for example, qbd 2023 2024), magiccarpet's existing authorization tied previous version's company file. need generate new upgraded file syncs continue work. article walks upgrade-and-reconnect flow. start sign admin user. reconnection requires permissions re-authorize integrated applications. open single-user mode (file \u0026gt; switch mode). re-authorization mode; can back after. confirm biller genie sync currently running. step 1 — turn paid reminders disconnecting anything, make sure unwanted invoices go reconnect merchant portal, control panel invoice defaults. find send reminder closed accounting software toggle off. connection confirmed working 4. 2 stop conflicts older versions still installed machine, compete integration authorization. two options uninstall using windows add remove programs. cleanest path. versions' services keep around archival access. disable auto-start old services. 3 magiccarpet system tray (the ^ icon bottom-right corner, next date time). locate linked account row click three dots right status. select disconnect pop-up. connect quickbooks. clicking green button. confetti launches app connection, starts automatically. separate certificate prompt approve manual trigger, first happen 4 validate mode, will trigger application add-ons progress, completes successfully. run second allow payments flow successfully, on.. fail walk diagnostic reliability hub post-upgrade issues fall one dozen root causes affect sync. common variants include location moved (intuit's utility sometimes relocates file) fully stopped. related articles fix troubleshooting moving computer (magiccarpet)","name":"Reconnecting Biller Genie to QuickBooks Desktop After an Upgrade","votes":0,"is_published":true,"slug":"reconnecting-quickbooks-desktop-after-upgrade","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/reconnecting-quickbooks-desktop-after-upgrade?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"upgrade quickbooks desktop newer year version (for example, qbd 2023 2024), magiccarpet's existing authorization tied previous version's company file. need generate new upgraded file syncs continue work. article walks upgrade-and-reconnect flow. start sign admin user. reconnection requires permissions re-authorize integrated applications. open single-user mode (file \u0026gt; switch mode). re-authorization mode; can back after. confirm biller genie sync currently running. step 1 — turn paid reminders disconnecting anything, make sure unwanted invoices go reconnect merchant portal, control panel invoice defaults. find send reminder closed accounting software toggle off. connection confirmed working 4. 2 stop conflicts older versions still installed machine, compete integration authorization. two options uninstall using windows add remove programs. cleanest path. versions' services keep around archival access. disable auto-start old services. 3 magiccarpet system tray (the ^ icon bottom-right corner, next date time). locate linked account row click three dots right status. select disconnect pop-up. connect quickbooks. clicking green button. confetti launches app connection, starts automatically. separate certificate prompt approve manual trigger, first happen 4 validate mode, will trigger application add-ons progress, completes successfully. run second allow payments flow successfully, on.. fail walk diagnostic reliability hub post-upgrade issues fall one dozen root causes affect sync. common variants include location moved (intuit's utility sometimes relocates file) fully stopped. related articles fix troubleshooting moving computer (magiccarpet)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-10-16T13:34:55.000Z","tag_names":["best practices qbd","quickbooks desktop best practices","magiccarpet computer settings","qbd power settings","sign out qbd nightly","qbd verify rebuild","condense data","integrated applications","qbd update","qbd file health"],"answer_sample":"A reliable QuickBooks Desktop sync depends on three things being right: a healthy","long_answer_sample":"A reliable QuickBooks Desktop sync depends on three things being right: a healthy Windows machine, a healthy QuickBooks Desktop file, and sensible daily habits. This article walks through each. For the bigger picture of why QuickBooks Desktop syncs fail and how to fix specific issues, see the QuickBooks Desktop Sync Reliability hub . One successful ","language_id":1,"id":2234008,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"reliable quickbooks desktop sync depends three things right healthy windows machine, file, sensible daily habits. article walks each. bigger picture syncs fail fix specific issues, see reliability hub . one successful per day enough common worry \"is running often enough\" practice, catches biller genie everything happened desktop. frequent necessary — just add overhead. set environment overnight completes cleanly done. machine powered on, awake, signed magiccarpet runs background process company file lives. automatic syncing work, on. shut down, run. awake. sleep, hibernation, \"fast startup\" suspend magiccarpet. windows. sign-out / lock-screen states pause connected internet. needs persistent network access genie's cloud. setting power sleep behavior open settings \u0026gt; system \u0026amp; sleep. never ac battery dedicated machine. disable fast startup options choose buttons do. hybrid hibernation can confuse services. consider configuring task scheduler entry keep awake business hours. clean current integration issues look like problems actually health problems. following intuit's best practices keeps condition gives every chance sign end user signs business. releases work prevents multi-user-mode contention. establish written end-of-day routine already. latest maintenance release intuit ships updates include sdk-level fixes affecting third-party integrations. update automatically help run verify data rebuild routinely least monthly, utilities data. reports immediately follow catching data-integrity early becoming blockers later. store local drive possible guidance ( smoothly ), performs host drives especially vpn wireless introduce latency intermittent disconnects affect performance reliability. must live share shared access, use wired connection stable server. manage integrated applications list edit preferences review periodically. remove longer using. authorized potential conflict point. habits checklist short takes less minute users desktop, leave sync. computer dismiss dialog boxes reminders walking away. confirm magiccarpet's tray icon shows \"online\" night. weekly check add-on page genie. last recent. result dashboard todo messages. \"sync completed successfully warnings\" \"quickbooks to-do several row, contact subscriber success restart week clear lingering processes. monthly file. release. apply pending reboot. anything backups still seeing issue likely failure modes documented troubleshooting walk diagnostic flow there, reach related articles connect","name":"Best Practices for Syncing QuickBooks Desktop","votes":0,"is_published":true,"slug":"best-practices-for-syncing-quickbooks-desktop","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/best-practices-for-syncing-quickbooks-desktop?from_search=243389705","host":"https://helpcenter.billergenie.com","body_txt":"reliable quickbooks desktop sync depends three things right healthy windows machine, file, sensible daily habits. article walks each. bigger picture syncs fail fix specific issues, see reliability hub . one successful per day enough common worry \"is running often enough\" practice, catches biller genie everything happened desktop. frequent necessary — just add overhead. set environment overnight completes cleanly done. machine powered on, awake, signed magiccarpet runs background process company file lives. automatic syncing work, on. shut down, run. awake. sleep, hibernation, \"fast startup\" suspend magiccarpet. windows. sign-out / lock-screen states pause connected internet. needs persistent network access genie's cloud. setting power sleep behavior open settings \u0026gt; system \u0026amp; sleep. never ac battery dedicated machine. disable fast startup options choose buttons do. hybrid hibernation can confuse services. consider configuring task scheduler entry keep awake business hours. clean current integration issues look like problems actually health problems. following intuit's best practices keeps condition gives every chance sign end user signs business. releases work prevents multi-user-mode contention. establish written end-of-day routine already. latest maintenance release intuit ships updates include sdk-level fixes affecting third-party integrations. update automatically help run verify data rebuild routinely least monthly, utilities data. reports immediately follow catching data-integrity early becoming blockers later. store local drive possible guidance ( smoothly ), performs host drives especially vpn wireless introduce latency intermittent disconnects affect performance reliability. must live share shared access, use wired connection stable server. manage integrated applications list edit preferences review periodically. remove longer using. authorized potential conflict point. habits checklist short takes less minute users desktop, leave sync. computer dismiss dialog boxes reminders walking away. confirm magiccarpet's tray icon shows \"online\" night. weekly check add-on page genie. last recent. result dashboard todo messages. \"sync completed successfully warnings\" \"quickbooks to-do several row, contact subscriber success restart week clear lingering processes. monthly file. release. apply pending reboot. anything backups still seeing issue likely failure modes documented troubleshooting walk diagnostic flow there, reach related articles connect","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}}]