[{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-22T13:39:17.000Z","tag_names":["company file open","magiccarpet reliability","multi-company qbd","multi user mode sync","qbd healthy file","qbd integration limits","qbd sync best practices","qbd sync failed","qbd sync reliability","quickbooks desktop sync","sync multiple company files","why quickbooks not syncing"],"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":"July 28th, 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 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 current state glance, always whether healthy. 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 something 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 get 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. 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=237965196","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 current state glance, always whether healthy. 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 something 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 get 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. 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":"2026-03-05T15:57:14.000Z","tag_names":["last ping","last successful sync","magiccarpet offline","magic carpet sync issues","magiccarpet troubleshooting","qbd authentication unsuccessful","qbd not syncing","qbd sync errors","sync failed","tier 2 escalation"],"answer_sample":"Most MagicCarpet sync issues come down to one of three things: MagicCarpet isn't ","long_answer_sample":"Most MagicCarpet sync issues come down to one of three things: MagicCarpet isn't running, QuickBooks Desktop isn't open with the right company file, or the connection between the two needs to be re-authorized. This article walks through how to diagnose what's wrong and fix it. Step 1 — Check MagicCarpet status in Biller Genie Sign in to the Biller G","language_id":1,"id":3718545,"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 sync issues come one three things running, quickbooks desktop open right company file, connection two needs re-authorized. article walks diagnose wrong fix it. step 1 — check status biller genie sign merchant portal. click add-ons select desktop. look last ping timestamp. minutes old, reaching genie. recent (within minute two), online. successful pings hours days something failing itself, connection. 2 confirm computer online make sure windows machine installed powered awake. laptops sleep mode break internet connectivity try opening web browser machine. icon system tray. hovering show \"magiccarpet online.\" shows offline missing, restart (next step). 3 machine, right-click tray choose exit. start menu, find genie, launch again. wait 30 seconds, portal timestamp refresh. 4 file running authorized time. closed, correct now moved renamed, may need watch application certificate dialog appear; approve initial setup. see connect . 5 trigger manual showing open, add-on page progress indicator. completes successfully, updates back business. fails, error message top page. use further. common messages mean asleep, off, stopped. (step 3). \"you must connected data.\" loaded. 4). \"sync progress.\" another running. couple normal large first syncs big files. \"version mismatch\" \"quickbooks sdk error\" magiccarpet's version match expects, installed. reinstall using latest installer contact support worked steps still reach subscribersuccess subscribersuccess@billergenie.com book call subscribersuccess.billergenie.com ready timestamps exact seeing (screenshot helps). edition (pro/premier/enterprise + year). whether moved, backed up/restored recently. related articles install invoice","name":"MagicCarpet Sync Troubleshooting for QuickBooks Desktop","votes":0,"is_published":true,"slug":"magiccarpet-sync-troubleshooting-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/magiccarpet-sync-troubleshooting-for-quickbooks-desktop?from_search=237965196","host":"https://helpcenter.billergenie.com","body_txt":"magiccarpet sync issues come one three things running, quickbooks desktop open right company file, connection two needs re-authorized. article walks diagnose wrong fix it. step 1 — check status biller genie sign merchant portal. click add-ons select desktop. look last ping timestamp. minutes old, reaching genie. recent (within minute two), online. successful pings hours days something failing itself, connection. 2 confirm computer online make sure windows machine installed powered awake. laptops sleep mode break internet connectivity try opening web browser machine. icon system tray. hovering show \"magiccarpet online.\" shows offline missing, restart (next step). 3 machine, right-click tray choose exit. start menu, find genie, launch again. wait 30 seconds, portal timestamp refresh. 4 file running authorized time. closed, correct now moved renamed, may need watch application certificate dialog appear; approve initial setup. see connect . 5 trigger manual showing open, add-on page progress indicator. completes successfully, updates back business. fails, error message top page. use further. common messages mean asleep, off, stopped. (step 3). \"you must connected data.\" loaded. 4). \"sync progress.\" another running. couple normal large first syncs big files. \"version mismatch\" \"quickbooks sdk error\" magiccarpet's version match expects, installed. reinstall using latest installer contact support worked steps still reach subscribersuccess subscribersuccess@billergenie.com book call subscribersuccess.billergenie.com ready timestamps exact seeing (screenshot helps). edition (pro/premier/enterprise + year). whether moved, backed up/restored recently. related articles install invoice","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:02.419Z","tag_names":["2500 qbo","3171 qbd period locked","5010 qbo stale","6070 qbo","6240 qbo deleted","append line item failed","bg late fee item inactive","dequeue line item sync","invoice update sync failed","late fee not synced","outbound sync queue","qbo line item error","reconcile fees biller genie","returned check fee","surcharge not on quickbooks invoice","technology fee not synced","xero validation error"],"answer_sample":"The Outbound Sync Queue covers the same problem space as the Payment Sync Queue —","long_answer_sample":"The Outbound Sync Queue covers the same problem space as the Payment Sync Queue — Biller Genie trying to push changes back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) and something going wrong — except this queue is specifically about line items that need to be added to existing invoices. The two most common cases: a","language_id":1,"id":3833022,"last_published_date":"May 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":"outbound sync queue covers problem space payment — biller genie trying push changes back accounting software (quickbooks online, quickbooks desktop, xero) something going wrong except specifically line items need added existing invoices. two common cases late fee assessed needs original invoice qbo/xero, technology (surcharge / dual pricing fee) applied time appended. report matters shows side missing software, answer lives. model every row collected append books, error message tells fix. find main menu, click reports \u0026gt; queue. page panels (top) currently stuck. daily action list. history (bottom) either synced successfully dequeued. ends genie's manager add-on invoice. appended books reflect it. customer paid credit card surcharging on, surcharge dual-pricing gets item flow back. returned check ach fees rejects, returned-check item. updates biller-genie-local software. note payments (not items) different see . work way cover kinds changes. column id links underlying transaction, invoice, record depending type. deleted invoices, falls plain text. do. example updated 1024 - (or \"sync ...\" side). created entry created. last attempt tried recent still queue, failing repeatedly. desc useful wrong. actions dequeue button rows link removes retry. retries background jobs run schedule online xero 5 minutes. desktop 2 minutes web connector running. fixed retry budget gives n attempts qbo keeps retrying long there. one exception fail \"invoice closed\" (code 3171) auto-dequeue 3 retries, assumption period reopened. stale (over 365 days old) get auto-dequeued 900 \"automatically dequeued due age.\" messages fix \"make sure [late fee] active account\" means adds invoices using dedicated bg software's products \u0026amp; services deleted, renamed, set inactive code 2500. open re-activate settings services. \"bg fee\" fee,\" it, toggle on. lists item, right-click edit, uncheck \"item inactive.\" chart accounts inventory items). account/item, status active. re-activating, next cycle picks queued automatically dequeue. \"the contains invalid format quantity unit price (rate) field\" bad math times equal amount, fields format. 6070. fine; accept try update. qbo. look line. whose × match unusual characters. save. up. \"transaction deleted\" \"object found\" add 6240; 3120; valid modification.\" recreate let line, dequeue, recorded appear qbo/xero manually want systems match. auto-dequeues failed retries. \"stale object\" reference\" edited moment 5010. transient. wait cycle. self-resolves. \"closed transaction edited\" locked containing closed. allow modification including adding 6000; 3171. reopen briefly run, re-close specific make historical remains records show (bg assumes period). \"authentication failed\" oauth disconnect connection broken 3200; \"authenticationunsuccessful\" \"forbidden.\" reconnect add-ons. resume \"account 'xyz' code\" (xero only) account maps longer exists renamed. go add-ons review mapping fee. re-select correct xero, save, will heads permanently. never makes onto accounting-software moves panel timeline \"manually page.\" dequeueing right move already. deliberately voided closed permanently disagree invoice's total this). transient errors (stale object, timeout) inactive\" item; clears itself. authentication failures reconnect; anything fully understand contact support@billergenie.com first. can totals tracks higher amount. mostly fine occasional one-off issues become real reconciliation headache happens frequently example, base lots getting deactivated. recommendation weekly. consistently growing sign things attention (1) configuration issue (fee deactivated, tight, integration disconnected), (2) strategy adjustment. related articles marked configure general (email notification) overview integrations","name":"Outbound Sync Queue: When Late Fees and Technology Fees Don’t Sync","votes":0,"is_published":true,"slug":"outbound-sync-queue","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/outbound-sync-queue?from_search=237965196","host":"https://helpcenter.billergenie.com","body_txt":"outbound sync queue covers problem space payment — biller genie trying push changes back accounting software (quickbooks online, quickbooks desktop, xero) something going wrong except specifically line items need added existing invoices. two common cases late fee assessed needs original invoice qbo/xero, technology (surcharge / dual pricing fee) applied time appended. report matters shows side missing software, answer lives. model every row collected append books, error message tells fix. find main menu, click reports \u0026gt; queue. page panels (top) currently stuck. daily action list. history (bottom) either synced successfully dequeued. ends genie's manager add-on invoice. appended books reflect it. customer paid credit card surcharging on, surcharge dual-pricing gets item flow back. returned check ach fees rejects, returned-check item. updates biller-genie-local software. note payments (not items) different see . work way cover kinds changes. column id links underlying transaction, invoice, record depending type. deleted invoices, falls plain text. do. example updated 1024 - (or \"sync ...\" side). created entry created. last attempt tried recent still queue, failing repeatedly. desc useful wrong. actions dequeue button rows link removes retry. retries background jobs run schedule online xero 5 minutes. desktop 2 minutes web connector running. fixed retry budget gives n attempts qbo keeps retrying long there. one exception fail \"invoice closed\" (code 3171) auto-dequeue 3 retries, assumption period reopened. stale (over 365 days old) get auto-dequeued 900 \"automatically dequeued due age.\" messages fix \"make sure [late fee] active account\" means adds invoices using dedicated bg software's products \u0026amp; services deleted, renamed, set inactive code 2500. open re-activate settings services. \"bg fee\" fee,\" it, toggle on. lists item, right-click edit, uncheck \"item inactive.\" chart accounts inventory items). account/item, status active. re-activating, next cycle picks queued automatically dequeue. \"the contains invalid format quantity unit price (rate) field\" bad math times equal amount, fields format. 6070. fine; accept try update. qbo. look line. whose × match unusual characters. save. up. \"transaction deleted\" \"object found\" add 6240; 3120; valid modification.\" recreate let line, dequeue, recorded appear qbo/xero manually want systems match. auto-dequeues failed retries. \"stale object\" reference\" edited moment 5010. transient. wait cycle. self-resolves. \"closed transaction edited\" locked containing closed. allow modification including adding 6000; 3171. reopen briefly run, re-close specific make historical remains records show (bg assumes period). \"authentication failed\" oauth disconnect connection broken 3200; \"authenticationunsuccessful\" \"forbidden.\" reconnect add-ons. resume \"account 'xyz' code\" (xero only) account maps longer exists renamed. go add-ons review mapping fee. re-select correct xero, save, will heads permanently. never makes onto accounting-software moves panel timeline \"manually page.\" dequeueing right move already. deliberately voided closed permanently disagree invoice's total this). transient errors (stale object, timeout) inactive\" item; clears itself. authentication failures reconnect; anything fully understand contact support@billergenie.com first. can totals tracks higher amount. mostly fine occasional one-off issues become real reconciliation headache happens frequently example, base lots getting deactivated. recommendation weekly. consistently growing sign things attention (1) configuration issue (fee deactivated, tight, integration disconnected), (2) strategy adjustment. related articles marked configure general (email notification) overview integrations","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2023-05-16T14:54:25.000Z","tag_names":["payment sync queue","payment sync history","sync error","invoice not paid in quickbooks","qbo sync error","xero sync error","qbd web connector","dequeue payment sync","transaction has been deleted","stale object error","closed transaction cannot be edited","authentication failed","6240 qbo","5010 qbo","3120 qbd","3171 qbd","3200 qbo","reconcile biller genie quickbooks","late fee not on quickbooks invoice","payments needing resolution","re-queue payment","dismiss payment","payment withheld from sync"],"answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in ","long_answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in Biller Genie first and then pushed back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) so your books match reality. Most of the time this push happens within a few minutes and you never have to think about it. When something goes wrong, the","language_id":1,"id":1957804,"last_published_date":"August 10th, 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 pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","name":"Payment Sync Queue and History: Why Invoices Sometimes Don’t Show Paid in Your Accounting Software","votes":0,"is_published":true,"slug":"using-the-payment-sync-history-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/using-the-payment-sync-history-report?from_search=237965196","host":"https://helpcenter.billergenie.com","body_txt":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-02-11T20:16:00.000Z","tag_names":["abr","automatic batch reconciliation","commodity code","display line item groups","item mapping","last sync notification","po number field","qbo add-on settings","qbo disconnect","qbo full resync","qbo sync page","quickbooks online sync settings","refund readiness","sync cc emails","webhooks auto sync"],"answer_sample":"The Biller Genie QuickBooks Online add-on page is where you check connection stat","long_answer_sample":"The Biller Genie QuickBooks Online add-on page is where you check connection status, run manual syncs, adjust sync behavior, and remap items between Biller Genie and QuickBooks Online. This article walks through every setting and action on that page. For the broader picture of how the QuickBooks Online integration works, see How to Connect QuickBook","language_id":1,"id":3688642,"last_published_date":"July 27th, 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 quickbooks online add-on page check connection status, run manual syncs, adjust sync behavior, remap items online. article walks every setting action page. broader picture integration works, see connect . find merchant portal, click add-ons \u0026gt; (if it, installed via marketplace.) organized three main panels setup, latest results, settings (plus default commodity code panel item mapping underneath). setup — connect, disconnect, top shows current state gives actions connected company name currently syncing with. confirm matches expect working with, especially manage multiple organizations one intuit login. button kicks immediate sync. useful just made change want appear right away rather waiting next webhook scheduled disconnect revokes oauth authorization stops confirmation modal warning payments \"disconnecting\" below. support links quick genie's documentation contact form. disconnected yet (or previously disconnected), green instead. clicking intuit's flow. full walkthrough. results panel, real-time information recent attempt date last completed, displayed local time. timestamp hours days old, something may wrong connection. status outcome (success message, partial result, specific error). failed, error message appears usually fastest pointer root cause. fields update automatically webhook-triggered, scheduled, manual. trigger watch section result. six configurable options. changing them, save bottom panel. webhooks auto controls whether notifies changes occur. supports natively, fundamentally different desktop model polling interval configure. yes (recommended) updates. sends time customer invoice changes, syncs within seconds. pauses automatic syncing. manually whenever pulled in. merchants leave set yes; turn troubleshooting pausing data cleanup. cc emails email addresses stored pushed enabled, configured flow primary field matching record invoice-level recipients, permanent customer's email. (default) updates match genie. leaves untouched. customer-side overwritten primary-email update, invoice-cc record, turning overwrites behavior inside without no. display line groups (bundles) grouped (called bundles online) invoices bundle individually amount. shown; underlying hidden. use \"menu pricing\" (where components) yes. packaging item) custom transaction numbers uses online's numbering lets auto-generate numbers. keeps consistent two systems. let organization references communications systems need genie, successful notification (days) sets can pass early interrupted revoked token, expired authorization, accidental disconnection. sensible merchants. lower alerted faster; 0 disable entirely (not recommended). po number choose maps invoices. dropdown lists defined pick team reads value surfaces + reports. separate form unspsc applied posts qualify cedp (commercial electronic program) interchange optimization b2b card transactions. process commercial government-issued credit card, networks offer significantly reduced rates includes level 2 / 3 valid required line-item fields. items, transactions cards standard (higher) rate. dropdown. search best sell description. select code, save. applies across categories, represents majority invoices; override individual needed. worth think take (corporate, business, purchasing, government) show unexpectedly portfolios leaving savings table. one-time configuration pays system chart accounts. include things like late fees, technology surcharges, refunds. works item, corresponding name. associated income accounts choices account receive postings. mapped (you share roles). taxable indicator tax saving. ready, remappings. persisting accept commit. empty will break make sure item. deleted online), reference back cleanly. red happens. initiate history resync (rarely used) situations correction propagate post-migration cleanup re-pulls everything scratch. extraordinary action, part normal operations. resync, please reach subscriber success subscribersuccess@billergenie.com walk situation first. touches unintended side effects used unnecessarily help diagnose tool, work process. \"enqueue autopay transactions\" toggle key options asked resync. migration attestation (for moving desktop) connecting first migrating desktop, asking completed → conversion. warns transferred desktop. checkbox certifying migration. enables continue checked. safety gate prevent common mistake tool finished over. sequence including prepare connect. disconnecting opens payments. important disconnects processing payments, cuts authentication. re-authenticate separately accepting pause sync, instead disconnecting. proceed intuit. returns button. existing synced stays customers, invoices, receiving new reconnect, go again. batch reconciliation journal entries post balances shown module screen (the balance tells fresh is). keep mind refund matters. active, disabled sweep, settlement, mappings synced. button’s tooltip “all must refund. allows properly refunds accounting software,” link brings screen. disabled, paused too. off, wait abr never touch defaults. reasons revisit temporarily large transient states manages writing them. tighter window interruptions faster alerts. reviewing chart-of-accounts since ids post-migration. related articles initiating (resync all) understanding","name":"QuickBooks Online Sync Page Settings","votes":0,"is_published":true,"slug":"quickbooks-online-sync-page-settings","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/quickbooks-online-sync-page-settings?from_search=237965196","host":"https://helpcenter.billergenie.com","body_txt":"biller genie quickbooks online add-on page check connection status, run manual syncs, adjust sync behavior, remap items online. article walks every setting action page. broader picture integration works, see connect . find merchant portal, click add-ons \u0026gt; (if it, installed via marketplace.) organized three main panels setup, latest results, settings (plus default commodity code panel item mapping underneath). setup — connect, disconnect, top shows current state gives actions connected company name currently syncing with. confirm matches expect working with, especially manage multiple organizations one intuit login. button kicks immediate sync. useful just made change want appear right away rather waiting next webhook scheduled disconnect revokes oauth authorization stops confirmation modal warning payments \"disconnecting\" below. support links quick genie's documentation contact form. disconnected yet (or previously disconnected), green instead. clicking intuit's flow. full walkthrough. results panel, real-time information recent attempt date last completed, displayed local time. timestamp hours days old, something may wrong connection. status outcome (success message, partial result, specific error). failed, error message appears usually fastest pointer root cause. fields update automatically webhook-triggered, scheduled, manual. trigger watch section result. six configurable options. changing them, save bottom panel. webhooks auto controls whether notifies changes occur. supports natively, fundamentally different desktop model polling interval configure. yes (recommended) updates. sends time customer invoice changes, syncs within seconds. pauses automatic syncing. manually whenever pulled in. merchants leave set yes; turn troubleshooting pausing data cleanup. cc emails email addresses stored pushed enabled, configured flow primary field matching record invoice-level recipients, permanent customer's email. (default) updates match genie. leaves untouched. customer-side overwritten primary-email update, invoice-cc record, turning overwrites behavior inside without no. display line groups (bundles) grouped (called bundles online) invoices bundle individually amount. shown; underlying hidden. use \"menu pricing\" (where components) yes. packaging item) custom transaction numbers uses online's numbering lets auto-generate numbers. keeps consistent two systems. let organization references communications systems need genie, successful notification (days) sets can pass early interrupted revoked token, expired authorization, accidental disconnection. sensible merchants. lower alerted faster; 0 disable entirely (not recommended). po number choose maps invoices. dropdown lists defined pick team reads value surfaces + reports. separate form unspsc applied posts qualify cedp (commercial electronic program) interchange optimization b2b card transactions. process commercial government-issued credit card, networks offer significantly reduced rates includes level 2 / 3 valid required line-item fields. items, transactions cards standard (higher) rate. dropdown. search best sell description. select code, save. applies across categories, represents majority invoices; override individual needed. worth think take (corporate, business, purchasing, government) show unexpectedly portfolios leaving savings table. one-time configuration pays system chart accounts. include things like late fees, technology surcharges, refunds. works item, corresponding name. associated income accounts choices account receive postings. mapped (you share roles). taxable indicator tax saving. ready, remappings. persisting accept commit. empty will break make sure item. deleted online), reference back cleanly. red happens. initiate history resync (rarely used) situations correction propagate post-migration cleanup re-pulls everything scratch. extraordinary action, part normal operations. resync, please reach subscriber success subscribersuccess@billergenie.com walk situation first. touches unintended side effects used unnecessarily help diagnose tool, work process. \"enqueue autopay transactions\" toggle key options asked resync. migration attestation (for moving desktop) connecting first migrating desktop, asking completed → conversion. warns transferred desktop. checkbox certifying migration. enables continue checked. safety gate prevent common mistake tool finished over. sequence including prepare connect. disconnecting opens payments. important disconnects processing payments, cuts authentication. re-authenticate separately accepting pause sync, instead disconnecting. proceed intuit. returns button. existing synced stays customers, invoices, receiving new reconnect, go again. batch reconciliation journal entries post balances shown module screen (the balance tells fresh is). keep mind refund matters. active, disabled sweep, settlement, mappings synced. button’s tooltip “all must refund. allows properly refunds accounting software,” link brings screen. disabled, paused too. off, wait abr never touch defaults. reasons revisit temporarily large transient states manages writing them. tighter window interruptions faster alerts. reviewing chart-of-accounts since ids post-migration. related articles initiating (resync all) understanding","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":"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":"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. 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 status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. 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 check 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 contact 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=237965196","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. 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 status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. 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 check 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 contact 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":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=237965196","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":1366687,"account_id":12867,"created_at":"2024-02-09T18:54:46.000Z","tag_names":["magtek check scanner","capturing checks","mobile check capture","rdc install","check scanner driver","biller genie check scanning software","checkscanner.billergenie.com","install check scanner","mobile vs rdc","remote deposit capture install","check capture comparison","connection code","check scanner setup","check image upload","jpeg tif check upload","mobile check deposit","check image too large","check capture error","check won’t upload","failed to analyze the check","mobile check capture not working","check upload internal server error"],"answer_sample":"Biller Genie supports two ways to capture check images for electronic deposit: a ","long_answer_sample":"Biller Genie supports two ways to capture check images for electronic deposit: a web-based Mobile Check Capture Add-On that works on a phone, tablet, or desktop browser, and a Remote Deposit Capture (RDC) Add-On that uses a dedicated MagTek check scanner connected to a Windows computer. Both methods produce the same captured-check object, and the pr","language_id":1,"id":2402068,"last_published_date":"June 9th, 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 supports two ways capture check images electronic deposit web-based mobile add-on works phone, tablet, desktop browser, remote (rdc) uses dedicated magtek scanner connected windows computer. methods produce captured-check object, processing step comes identical regardless method used. article covers pick one, install both, day-to-day flow each. installing either method, make sure account enabled reliafund credentials — see overview done yet. use   hardware needed none browser (purchase below) operating system anything ios, android, windows, mac (driver + companion app windows-native) style take photo device camera, upload jpeg/tif image disk feed checks one time best low-to-medium volume, staff, occasional deposits high paper-bound back-office workflows, anyone cost additional (just add-on) one-time purchase can installed time. captured add-ons appear queue. 1. log navigate marketplace. 2. locate click tile. 3. install. it. nothing download runs entirely browser. desktop. capturing supported formats jpeg tif. desktop, open portal \u0026gt; capture. check. enter amount next. 4. front mobile, device's camera opens. prompted tif image. 5. clear legible, not, retake re-upload. 6. back side. 7. look good, confirm \u0026amp; upload. repeat seeing error common cause large. large process, now tells directly (or, smaller tif) try again. phone cameras default resolution, simply retaking picture usually clears uploads keep failing, contact support@billergenie.com type exact message shown. 1 compatible rdc magtek-brand scanners certified genie. order checkscanner.billergenie.com . link redirects current genie-recommended listing amazon buying guarantees get model bg drivers. 2 driver plug important matters. computer first first, may generic talk hardware, conflicts genie-required one. happens uninstall manager easier just right order. available inside (the used codebase configuration always version). installation 3 enable select payments category (or search \"rdc\") 4 follow on-screen setup steps walks remaining steps. must completed check-scanner drivers 2). shows driver, computer's usb port. scanning software talks 5 connect using connection code complete, displays add-on. account. multiple users need checks, devices each, code, recovery plugged working, disconnect scanner. unplug driver. manager, find entry created scanner, right-click it, uninstall. reinstall installer. re-run installer genie, reconnect practices scan prevent errors free staples, tape, folds, major damage. verify written legible. matches intend deposit. insert side up, facing application dollar start scan. successful, confirmation appears top screen. next process (from method) sit view them. match invoice record standalone transaction) submit payment. matching, standalone, sync still trouble recognized, launch, (mobile rdc) model, os version, whether plugging in, (ios, browser) messages displayed related articles pending transactions report","name":"Capturing Checks: Mobile or MagTek Reader","votes":0,"is_published":true,"slug":"setting-up-rdc-or-mobile-capture","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/setting-up-rdc-or-mobile-capture?from_search=237965196","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports two ways capture check images electronic deposit web-based mobile add-on works phone, tablet, desktop browser, remote (rdc) uses dedicated magtek scanner connected windows computer. methods produce captured-check object, processing step comes identical regardless method used. article covers pick one, install both, day-to-day flow each. installing either method, make sure account enabled reliafund credentials — see overview done yet. use   hardware needed none browser (purchase below) operating system anything ios, android, windows, mac (driver + companion app windows-native) style take photo device camera, upload jpeg/tif image disk feed checks one time best low-to-medium volume, staff, occasional deposits high paper-bound back-office workflows, anyone cost additional (just add-on) one-time purchase can installed time. captured add-ons appear queue. 1. log navigate marketplace. 2. locate click tile. 3. install. it. nothing download runs entirely browser. desktop. capturing supported formats jpeg tif. desktop, open portal \u0026gt; capture. check. enter amount next. 4. front mobile, device's camera opens. prompted tif image. 5. clear legible, not, retake re-upload. 6. back side. 7. look good, confirm \u0026amp; upload. repeat seeing error common cause large. large process, now tells directly (or, smaller tif) try again. phone cameras default resolution, simply retaking picture usually clears uploads keep failing, contact support@billergenie.com type exact message shown. 1 compatible rdc magtek-brand scanners certified genie. order checkscanner.billergenie.com . link redirects current genie-recommended listing amazon buying guarantees get model bg drivers. 2 driver plug important matters. computer first first, may generic talk hardware, conflicts genie-required one. happens uninstall manager easier just right order. available inside (the used codebase configuration always version). installation 3 enable select payments category (or search \"rdc\") 4 follow on-screen setup steps walks remaining steps. must completed check-scanner drivers 2). shows driver, computer's usb port. scanning software talks 5 connect using connection code complete, displays add-on. account. multiple users need checks, devices each, code, recovery plugged working, disconnect scanner. unplug driver. manager, find entry created scanner, right-click it, uninstall. reinstall installer. re-run installer genie, reconnect practices scan prevent errors free staples, tape, folds, major damage. verify written legible. matches intend deposit. insert side up, facing application dollar start scan. successful, confirmation appears top screen. next process (from method) sit view them. match invoice record standalone transaction) submit payment. matching, standalone, sync still trouble recognized, launch, (mobile rdc) model, os version, whether plugging in, (ios, browser) messages displayed related articles pending transactions report","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-06-21T14:57:46.000Z","tag_names":["ach reject 72 hours","ach reject reconciliation","ach return code list","ach return codes","autopay disabled","autopay turn off ach reject","credit card chargeback","credit card decline","expired card autopay","invoice reopened after reject","nacha return codes","pending transactions report","post-settlement reject","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","reconcile ach reject accounting software","rejected transactions report","unauthorized ach return","why was my ach rejected"],"answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NAC","long_answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NACHA return code (R01, R02, R29, etc.) that tells the originating bank why. Credit card transactions have their own decline reasons and chargeback codes from the card brands. This article explains how rejects work, how Biller Genie handles them, which return codes trigger","language_id":1,"id":2017193,"last_published_date":"August 10th, 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":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","name":"ACH and Credit Card Reject Codes: How They Work in Biller Genie","votes":0,"is_published":true,"slug":"ach-and-credit-card-rejection-codes","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/ach-and-credit-card-rejection-codes?from_search=237965196","host":"https://helpcenter.billergenie.com","body_txt":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:50.082Z","tag_names":["detach payment balance","invoice balance mismatch","invoice not closing","invoice paid in qbo not bg","invoice paid still open","partial payment invoice open","payment not synced biller genie","pending ach attached invoice","reconcile invoice biller genie","technology fee pending"],"answer_sample":"An invoice that's marked \"Paid\" in your accounting software but still shows as Op","long_answer_sample":"An invoice that's marked \"Paid\" in your accounting software but still shows as Open (or partial balance) in Biller Genie is one of the most common reconciliation puzzles. There are several specific causes — this article walks through them in the order you should check. Step 1: Confirm the actual state Open the invoice in Biller Genie. Note the Balan","language_id":1,"id":3826876,"last_published_date":"May 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":"invoice marked \"paid\" accounting software still shows open (or partial balance) biller genie one common reconciliation puzzles. several specific causes — article walks order check. step 1 confirm actual state genie. note balance remaining, status, payment rows timeline . (qbo, qbd, xero) applied payments. mismatch will usually fall patterns below. 2 check sync queues answer working time, queues. paid open, good chance related line item like late fee technology fee) sitting error message tells exactly wrong. queue history payments back. search transaction id. listed, desc column fix (deleted invoice, closed period, expired connection, etc.). outbound items (late fees, returned-check fees) added existing accounting-software invoice. stuck can change total way makes show different balances. find either queue, underlying issue per next cycle reconcile everything automatically. continue cause pending ach attached funded yet symptom check) amount $x. unchanged. take 3-5 business days settle. funding window, records invoice's reduce reject. software, hand, may bookkeeper manually. resolution wait. settles, mark push back software. rejects, stays reminders resume (you'll see rejection entry rejected transactions report ). (surcharge / dual-pricing synced paiddate set balanceremaining negative. internally calls \"paid balance.\" customer credit card fees (surcharging dual pricing) enabled, gets runs separately. confirms fee, math looks off. wait sync. automatically reconciles item. 3 (because check, cash, external qbo/qbd/xero). timeline. syncs invoices periodically. lag qbo/xero picks hour, longer issue. trigger manual add-ons \u0026gt; minutes. showing genie, errors (reports errors) failed records. enabled email notification, received alert stale configure general settings 4 previously-applied detached detach #x #y. status. someone team (likely re-attach invoice). detaching reverses goes cleared. correct apply new original applicable. attaching 5 voided refunded $x voided, refunded, detached. reversed. restores clears paiddate. void/refund intentional. so, need collection action unintentional, contact support@billergenie.com 6 \"partially paid,\" less total. reduced balance. designed reduces close remaining 7 wrong paid. open. looking customer's invoices, overpaid unexpected applied) money landed. one. ruled persists, number, name, shows, shows. audit identify exact gap. articles activity reject codes","name":"An Invoice Is Marked Paid but Still Shows Open","votes":0,"is_published":true,"slug":"invoice-marked-paid-but-still-shows-open","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/invoice-marked-paid-but-still-shows-open?from_search=237965196","host":"https://helpcenter.billergenie.com","body_txt":"invoice marked \"paid\" accounting software still shows open (or partial balance) biller genie one common reconciliation puzzles. several specific causes — article walks order check. step 1 confirm actual state genie. note balance remaining, status, payment rows timeline . (qbo, qbd, xero) applied payments. mismatch will usually fall patterns below. 2 check sync queues answer working time, queues. paid open, good chance related line item like late fee technology fee) sitting error message tells exactly wrong. queue history payments back. search transaction id. listed, desc column fix (deleted invoice, closed period, expired connection, etc.). outbound items (late fees, returned-check fees) added existing accounting-software invoice. stuck can change total way makes show different balances. find either queue, underlying issue per next cycle reconcile everything automatically. continue cause pending ach attached funded yet symptom check) amount $x. unchanged. take 3-5 business days settle. funding window, records invoice's reduce reject. software, hand, may bookkeeper manually. resolution wait. settles, mark push back software. rejects, stays reminders resume (you'll see rejection entry rejected transactions report ). (surcharge / dual-pricing synced paiddate set balanceremaining negative. internally calls \"paid balance.\" customer credit card fees (surcharging dual pricing) enabled, gets runs separately. confirms fee, math looks off. wait sync. automatically reconciles item. 3 (because check, cash, external qbo/qbd/xero). timeline. syncs invoices periodically. lag qbo/xero picks hour, longer issue. trigger manual add-ons \u0026gt; minutes. showing genie, errors (reports errors) failed records. enabled email notification, received alert stale configure general settings 4 previously-applied detached detach #x #y. status. someone team (likely re-attach invoice). detaching reverses goes cleared. correct apply new original applicable. attaching 5 voided refunded $x voided, refunded, detached. reversed. restores clears paiddate. void/refund intentional. so, need collection action unintentional, contact support@billergenie.com 6 \"partially paid,\" less total. reduced balance. designed reduces close remaining 7 wrong paid. open. looking customer's invoices, overpaid unexpected applied) money landed. one. ruled persists, number, name, shows, shows. audit identify exact gap. articles activity reject codes","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}}]