[{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-19T18:38:43.000Z","tag_names":["voids","refunds"],"answer_sample":"When a customer pays multiple invoices in a single bulk transaction, you can refu","long_answer_sample":"When a customer pays multiple invoices in a single bulk transaction, you can refund or void that whole bulk payment in one action — and you can also refund just part of a bulk payment if needed. This article walks through bulk refunds (full and partial) and bulk voids. Both work for QuickBooks Online and QuickBooks Desktop (via MagicCarpet). What \"b","language_id":1,"id":3821035,"last_published_date":"July 1st, 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 multiple invoices single bulk transaction, can refund void whole payment one action — just part needed. article walks refunds (full partial) voids. work quickbooks online desktop (via magiccarpet). \"bulk\" means biller genie transaction covers two customer. sees charge card ach; see tied invoice records. bulk-void, every paid reopened, entire authorization dropped. open merchant portal. click red button. bulk-void modal opens, listing covered payment. review confirm. processed gateway call, corresponding sales receipt voided accounting software (invoices reopen automatically). mechanics. (full) refunding full returns amount customer's original method creates record software. transaction. refund. underlying invoices. default confirm proceed. partial lets set transaction; handles gateway-side call. → toggle partial. enter choose technology-fee handling (inclusive vs exclusive). list pushes back appropriate line items credited accounts (proper gaap accounting), refunded tax flows authority. partial-refund v3 integration bi-directional sync available v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. faqs voids cancel want return amount, use instead. supported yes. difference form accounting-software receipt, credit memo plus check funds (the standard way recording refund). bulk-refund usually 3 5 business days card, similar timing ach. drop pending statement, typically same-day. showing instead behavior push gaap). failover matched modified deleted voiding transactions merchants. previously buttons appear greyed desktop; fixed, reopens associated expected. keep mind bank (ach) payments settles after, ach settles, settled. settlement, rather void. related articles chart mapping","name":"Bulk Refunds and Bulk Voids","votes":0,"is_published":true,"slug":"bulk-refunds-and-voids","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/bulk-refunds-and-voids?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"customer pays multiple invoices single bulk transaction, can refund void whole payment one action — just part needed. article walks refunds (full partial) voids. work quickbooks online desktop (via magiccarpet). \"bulk\" means biller genie transaction covers two customer. sees charge card ach; see tied invoice records. bulk-void, every paid reopened, entire authorization dropped. open merchant portal. click red button. bulk-void modal opens, listing covered payment. review confirm. processed gateway call, corresponding sales receipt voided accounting software (invoices reopen automatically). mechanics. (full) refunding full returns amount customer's original method creates record software. transaction. refund. underlying invoices. default confirm proceed. partial lets set transaction; handles gateway-side call. → toggle partial. enter choose technology-fee handling (inclusive vs exclusive). list pushes back appropriate line items credited accounts (proper gaap accounting), refunded tax flows authority. partial-refund v3 integration bi-directional sync available v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. faqs voids cancel want return amount, use instead. supported yes. difference form accounting-software receipt, credit memo plus check funds (the standard way recording refund). bulk-refund usually 3 5 business days card, similar timing ach. drop pending statement, typically same-day. showing instead behavior push gaap). failover matched modified deleted voiding transactions merchants. previously buttons appear greyed desktop; fixed, reopens associated expected. keep mind bank (ach) payments settles after, ach settles, settled. settlement, rather void. related articles chart mapping","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-19T18:38:40.000Z","tag_names":["abr","automatic batch reconciliation","batch reconciliation","cancellations","cancel or refund","refund readiness","reimbursements","settlement timing","voids vs refunds","void vs refund"],"answer_sample":"When a customer's payment needs to be cancelled or reversed, Biller Genie gives y","long_answer_sample":"When a customer's payment needs to be cancelled or reversed, Biller Genie gives you two options depending on the state of the transaction: void or refund. The Merchant Portal automatically shows the right option based on where the transaction is in its lifecycle, and void and refund are never available at the same time. This article explains the dif","language_id":1,"id":3821032,"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":"customer's payment needs cancelled reversed, biller genie gives two options depending state transaction void refund. merchant portal automatically shows right option based lifecycle, refund never available time. article explains difference, available, customer experiences. short version = cancel settled. money moved yet; authorization dropped. instant, fees apply. return 3 5 business days back cardholder's card (or roughly window ach). credit \u0026amp; stored moment processing daily batch closes processor (typically end-of-day). close, enters settlement. settlement flight, neither — greyed portal. settled, becomes available. ach gateway submitted file federal reserve. originating (after submission, settlement), sees pending charge falls statement, usually same-day, sometimes within 24 hours bank. funds actually moved. bank days. open action button whichever now (in red) pre-batch-close transactions, settled transactions. click it, confirm, done. step-by-step walkthroughs (full partial) bulk refunds voids use automatic reconciliation active account, behave differently books appear batch. voided settlement, part journal entry. amounts show grid’s column visibility only. ride inside reverses money, flows day’s refund-heavy day entry simply flips direction, sweep account still zeroes out. readiness stays disabled sweep, item mappings set synced. see check details. faqs paid wants pay personal card. showing. instant fees. (which takes days). either way, run new away. will charged no. drop apply side. happen original stick. fast released immediately processor. reflects same-day; banks take hours. flight yet longer completes card; ach, depends fed cycle), become can whole transaction. need amount, partial (only settlement). sync behavior accounting software automatically. quickbooks online, create receipt. desktop (via magiccarpet), memo plus (the standard way recording refund). cases, corresponding sales receipt reopen associated invoices. books, payment. v3 integration bi-directional v3. get functionality, upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. related articles chart accounts mapping understanding","name":"Voids vs Refunds: When to Use Each","votes":0,"is_published":true,"slug":"voids-vs-refunds","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/voids-vs-refunds?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"customer's payment needs cancelled reversed, biller genie gives two options depending state transaction void refund. merchant portal automatically shows right option based lifecycle, refund never available time. article explains difference, available, customer experiences. short version = cancel settled. money moved yet; authorization dropped. instant, fees apply. return 3 5 business days back cardholder's card (or roughly window ach). credit \u0026amp; stored moment processing daily batch closes processor (typically end-of-day). close, enters settlement. settlement flight, neither — greyed portal. settled, becomes available. ach gateway submitted file federal reserve. originating (after submission, settlement), sees pending charge falls statement, usually same-day, sometimes within 24 hours bank. funds actually moved. bank days. open action button whichever now (in red) pre-batch-close transactions, settled transactions. click it, confirm, done. step-by-step walkthroughs (full partial) bulk refunds voids use automatic reconciliation active account, behave differently books appear batch. voided settlement, part journal entry. amounts show grid’s column visibility only. ride inside reverses money, flows day’s refund-heavy day entry simply flips direction, sweep account still zeroes out. readiness stays disabled sweep, item mappings set synced. see check details. faqs paid wants pay personal card. showing. instant fees. (which takes days). either way, run new away. will charged no. drop apply side. happen original stick. fast released immediately processor. reflects same-day; banks take hours. flight yet longer completes card; ach, depends fed cycle), become can whole transaction. need amount, partial (only settlement). sync behavior accounting software automatically. quickbooks online, create receipt. desktop (via magiccarpet), memo plus (the standard way recording refund). cases, corresponding sales receipt reopen associated invoices. books, payment. v3 integration bi-directional v3. get functionality, upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. related articles chart accounts mapping understanding","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-19T18:38:42.000Z","tag_names":["abr","automatic batch reconciliation","batch reconciliation","cancel","cancel payment","revoke","void a payment","voided payment quickbooks","voids","void transaction"],"answer_sample":"A void cancels a transaction before it has settled at the processor — the authori","long_answer_sample":"A void cancels a transaction before it has settled at the processor — the authorization is dropped, no money moves, and no merchant fees apply. This article shows how to void a payment, when voids are available, and what happens in your accounting software afterward. When voids are available Credit Card / Stored Card: until the daily batch closes at","language_id":1,"id":3821034,"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":"void cancels transaction settled processor — authorization dropped, money moves, merchant fees apply. article shows payment, voids available, happens accounting software afterward. available credit card / stored daily batch closes (typically end-of-day). ach gateway submitted file federal reserve processing. portal button (in red) voiding available. see option, either (use refund instead) flight settlement (wait completes, refund). vs refunds use full timing breakdown. portal, open transaction. click red button. confirm. bulk transactions, bulk-void modal underlying invoice list can review voided. released immediately processor. pending charge customer's statement will fall usually same-day, sometimes within 24 hours depending bank. corresponding sales receipt voided (quickbooks online) payment record deleted desktop via magiccarpet, support records). invoices paid reopen, restoring ar balance. biller genie id written description audit traceability. quickbooks online customers, minutes. magiccarpet (v4), next sync cycle. v3 integration bi-directional v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. automatic reconciliation reconciliation, never appear batch. cancelled settlement, part becomes leg journal entry. history grid, amounts show column visibility only. settled, instead, ride inside covered multiple single whole one action. confirm voiding. voids. faqs cancel option same-day card, yet fed ach, void. otherwise, refund. correct automatically. customer charged fee no. go apply side. fast bank reflects same-day; banks take hours. undo voided, cancelled. changes mind wants pay, run new just reopens every it. return amount, instead. related articles (full partial) chart accounts mapping understanding reading linking sweep balance","name":"How to Void a Payment","votes":0,"is_published":true,"slug":"void-a-payment","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/void-a-payment?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"void cancels transaction settled processor — authorization dropped, money moves, merchant fees apply. article shows payment, voids available, happens accounting software afterward. available credit card / stored daily batch closes (typically end-of-day). ach gateway submitted file federal reserve processing. portal button (in red) voiding available. see option, either (use refund instead) flight settlement (wait completes, refund). vs refunds use full timing breakdown. portal, open transaction. click red button. confirm. bulk transactions, bulk-void modal underlying invoice list can review voided. released immediately processor. pending charge customer's statement will fall usually same-day, sometimes within 24 hours depending bank. corresponding sales receipt voided (quickbooks online) payment record deleted desktop via magiccarpet, support records). invoices paid reopen, restoring ar balance. biller genie id written description audit traceability. quickbooks online customers, minutes. magiccarpet (v4), next sync cycle. v3 integration bi-directional v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. automatic reconciliation reconciliation, never appear batch. cancelled settlement, part becomes leg journal entry. history grid, amounts show column visibility only. settled, instead, ride inside covered multiple single whole one action. confirm voiding. voids. faqs cancel option same-day card, yet fed ach, void. otherwise, refund. correct automatically. customer charged fee no. go apply side. fast bank reflects same-day; banks take hours. undo voided, cancelled. changes mind wants pay, run new just reopens every it. return amount, instead. related articles (full partial) chart accounts mapping understanding reading linking sweep balance","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T14:30:05.000Z","tag_names":["quickbooks online","qbo","connect quickbooks online","sync quickbooks","qbo oauth","intuit connection","first sync","auto sync","qbo integration","qbo sync settings"],"answer_sample":"Connecting Biller Genie to QuickBooks Online links the two systems through Intuit","long_answer_sample":"Connecting Biller Genie to QuickBooks Online links the two systems through Intuit's secure OAuth authorization flow. Once connected, your customers, items, accounts, invoices, sales receipts, and refunds stay in sync between the two systems with no manual reconciliation. Before you start Sign in to your Biller Genie merchant portal as an admin user.","language_id":1,"id":1956499,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"connecting biller genie quickbooks online links two systems intuit's secure oauth authorization flow. connected, customers, items, accounts, invoices, sales receipts, refunds stay sync manual reconciliation. start sign merchant portal admin user. access master credentials. user authorizing connection must company want sync. know file connect — manage multiple companies one intuit login, choose authorization. select will with. selecting wrong pull unintended invoices account. double-check name clicking connect. portal, click add-ons marketplace. accounting software category tile (or use search field find it). install. quickbooks. redirects page. review requesting (full read write data) authorize. returns first begins automatically. finishes, see confirmation add-on page data available throughout portal. happens authorize connection, pulls account following order chart accounts income, expense, bank, receivable plus types subtypes. line items products \u0026amp; services (used receipts), including system seeds late fees, technology surcharges, refunds, third-party transactions. tax preferences rates settings taxable route correctly. customers full customer roster, email, billing address, balance. recent open recently paid can collecting genie. receipts refund payment activity context sync, keeps continuously webhooks scheduled background job, new payments, voids, flow back forth without action. anytime interacts auto-sync turn ongoing off. pauses automatic updates systems. cc emails push email addresses set corresponding online. display line-item groups control whether grouped show creates commodity code default unspsc synced resync trigger fresh something looks date. runs audit-logged records. mapping now separate tool lives accounting-software section writes sales, sweep deposits, undeposited funds. article . managing inside lets view every connected app within company. navigation, apps gear icon's option, depending view) alongside apps. granted, last disconnect directly canonical, up-to-date instructions online, help (intuit help) disconnecting genie, go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. reconnecting credentials change login change, may need re-established. working (if still listed). follow steps step 3 above. faqs anything authorizes behalf. existing going forward, process them, way manually. selected switch using above, again. authorization, let pick different login. make sure correct stopped check three quick checks (1) showing (2) setting turned (3) changed credentials, reconnect previous section. voids void transaction record written automatically receipt applied refund, voided void. related articles partial) migrating desktop","name":"How to Connect QuickBooks Online","votes":0,"is_published":true,"slug":"syncing-with-quickbooks-online","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-with-quickbooks-online?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"connecting biller genie quickbooks online links two systems intuit's secure oauth authorization flow. connected, customers, items, accounts, invoices, sales receipts, refunds stay sync manual reconciliation. start sign merchant portal admin user. access master credentials. user authorizing connection must company want sync. know file connect — manage multiple companies one intuit login, choose authorization. select will with. selecting wrong pull unintended invoices account. double-check name clicking connect. portal, click add-ons marketplace. accounting software category tile (or use search field find it). install. quickbooks. redirects page. review requesting (full read write data) authorize. returns first begins automatically. finishes, see confirmation add-on page data available throughout portal. happens authorize connection, pulls account following order chart accounts income, expense, bank, receivable plus types subtypes. line items products \u0026amp; services (used receipts), including system seeds late fees, technology surcharges, refunds, third-party transactions. tax preferences rates settings taxable route correctly. customers full customer roster, email, billing address, balance. recent open recently paid can collecting genie. receipts refund payment activity context sync, keeps continuously webhooks scheduled background job, new payments, voids, flow back forth without action. anytime interacts auto-sync turn ongoing off. pauses automatic updates systems. cc emails push email addresses set corresponding online. display line-item groups control whether grouped show creates commodity code default unspsc synced resync trigger fresh something looks date. runs audit-logged records. mapping now separate tool lives accounting-software section writes sales, sweep deposits, undeposited funds. article . managing inside lets view every connected app within company. navigation, apps gear icon's option, depending view) alongside apps. granted, last disconnect directly canonical, up-to-date instructions online, help (intuit help) disconnecting genie, go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. reconnecting credentials change login change, may need re-established. working (if still listed). follow steps step 3 above. faqs anything authorizes behalf. existing going forward, process them, way manually. selected switch using above, again. authorization, let pick different login. make sure correct stopped check three quick checks (1) showing (2) setting turned (3) changed credentials, reconnect previous section. voids void transaction record written automatically receipt applied refund, voided void. related articles partial) migrating desktop","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":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=237966640","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":"2023-05-15T14:55:23.000Z","tag_names":["cloud access hosting","hosted qbd","intuit deluxe plan","intuit hosted quickbooks","right networks","rightworks","rightworks hosted quickbooks","rightworks install","rightworks magiccarpet","rightworks support chat"],"answer_sample":"Rightworks is Intuit's preferred third-party host for QuickBooks Desktop in the c","long_answer_sample":"Rightworks is Intuit's preferred third-party host for QuickBooks Desktop in the cloud. If you access your QuickBooks Desktop company file through a hosted Windows desktop instead of a local machine, you're probably on Rightworks. This article walks through what you need to use Biller Genie's MagicCarpet sync application in a Rightworks environment —","language_id":1,"id":1956580,"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":"rightworks intuit's preferred third-party host quickbooks desktop cloud. access company file hosted windows instead local machine, probably rightworks. article walks need use biller genie's magiccarpet sync application environment — including one plan requirement catches merchants guard. genie connects syncs small called . self-hosted machine install yourself. rightworks, applications directly installs support team. request via chat, server, link account exactly way machine. deluxe required offers multiple intuit hosting tiers. tier (sometimes \"intuit cloud hosting\") allows installations like magiccarpet. core non-deluxe tier, will decline upgrade. start support-chat process below, confirm see \"how verify plan\" down. begin plan. (cloud hosting) section below. must stay logged session run. log times out, pauses. automatically logs two hours inactivity security policy, setting. open inside want sync. talks running environment. qbdv3 supported legacy integration run rightworks; (the current qbdv4 integration) option. qbdv3, reach subscribersuccess@billergenie.com migrating. ways check whether sign / accounts.rightworks.com look package field dashboard. name include \"deluxe\" \"cloud hosting\" right tier. tell dashboard, call sales 800-4intuit (800-446-8848), customer number (can) ready, ask apphub appears left sidebar example, core,\" install. chat icon bottom-right corner. sub-tiers (often labeled silver, gold, platinum). allow level pick determines features user counts storage. whichever sub-tier fits business; works overview comparison. requesting confirmed deluxe, follow steps get installed server connected agent, paste following request  please server. approved external program enables file. installation url https//magiccarpet-updates.app.billergenie.com/current-version. ensure permission installed. agent eligibility (deluxe) typically takes minutes. confirms complete, system tray. moment, restart session. may email confirming why. options upgrade deluxe. reference (can), hosting.\" (silver, processed, return resubmit request. migrate online. rather pay online third-party-install restrictions oauth flow hosted-environment middleware. connect qbo setup. different platform. qbo, provider work. non-intuit-resold providers restriction. unsure path makes sense, book subscribersuccess.billergenie.com subscriber success contact can talk trade-offs you. account. connection identical copy linking code genie, app session, approve certificate desktop, done. frequently asked questions keep syncing close no. runs depends active. (or inactivity), stops back in. always-on syncing, non-hosted workstation better fit. just managed control stability reasons. go team regardless application. standard specific still declined. checks (1) includes names read internally display differently; clarify. (2) make sure used verbatim language above, signals known integration. declines, escalate 2 name. charge anything installing additional fee included intuit/rightworks usual; service comes payment processing without portal independently customers invoices qbd running. provides automatic two-way customers, invoices, payments, refunds, voids genie. magiccarpet, reconcile data manually. related articles troubleshooting","name":"Using Biller Genie with Rightworks","votes":0,"is_published":true,"slug":"using-biller-genie-with-righworks","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/using-biller-genie-with-righworks?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"rightworks intuit's preferred third-party host quickbooks desktop cloud. access company file hosted windows instead local machine, probably rightworks. article walks need use biller genie's magiccarpet sync application environment — including one plan requirement catches merchants guard. genie connects syncs small called . self-hosted machine install yourself. rightworks, applications directly installs support team. request via chat, server, link account exactly way machine. deluxe required offers multiple intuit hosting tiers. tier (sometimes \"intuit cloud hosting\") allows installations like magiccarpet. core non-deluxe tier, will decline upgrade. start support-chat process below, confirm see \"how verify plan\" down. begin plan. (cloud hosting) section below. must stay logged session run. log times out, pauses. automatically logs two hours inactivity security policy, setting. open inside want sync. talks running environment. qbdv3 supported legacy integration run rightworks; (the current qbdv4 integration) option. qbdv3, reach subscribersuccess@billergenie.com migrating. ways check whether sign / accounts.rightworks.com look package field dashboard. name include \"deluxe\" \"cloud hosting\" right tier. tell dashboard, call sales 800-4intuit (800-446-8848), customer number (can) ready, ask apphub appears left sidebar example, core,\" install. chat icon bottom-right corner. sub-tiers (often labeled silver, gold, platinum). allow level pick determines features user counts storage. whichever sub-tier fits business; works overview comparison. requesting confirmed deluxe, follow steps get installed server connected agent, paste following request  please server. approved external program enables file. installation url https//magiccarpet-updates.app.billergenie.com/current-version. ensure permission installed. agent eligibility (deluxe) typically takes minutes. confirms complete, system tray. moment, restart session. may email confirming why. options upgrade deluxe. reference (can), hosting.\" (silver, processed, return resubmit request. migrate online. rather pay online third-party-install restrictions oauth flow hosted-environment middleware. connect qbo setup. different platform. qbo, provider work. non-intuit-resold providers restriction. unsure path makes sense, book subscribersuccess.billergenie.com subscriber success contact can talk trade-offs you. account. connection identical copy linking code genie, app session, approve certificate desktop, done. frequently asked questions keep syncing close no. runs depends active. (or inactivity), stops back in. always-on syncing, non-hosted workstation better fit. just managed control stability reasons. go team regardless application. standard specific still declined. checks (1) includes names read internally display differently; clarify. (2) make sure used verbatim language above, signals known integration. declines, escalate 2 name. charge anything installing additional fee included intuit/rightworks usual; service comes payment processing without portal independently customers invoices qbd running. provides automatic two-way customers, invoices, payments, refunds, voids genie. magiccarpet, reconcile data manually. related articles troubleshooting","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:06:44.000Z","tag_names":["autopay attempt log","detach payment timeline","email opened invoice","invoice activity","invoice event log","invoice history","invoice opt out reminders","invoice timeline","mailjet open click","reminder sent log","when was invoice sent","who paid invoice"],"answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything ","long_answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything that's happened to it: payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay attempts, manual notes, and email opens and clicks. The Timeline is the first place to look when you need to answer \"what happened with this invoice?\" — fo","language_id":1,"id":1956817,"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":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","name":"Invoice Timeline and Activity History","votes":0,"is_published":true,"slug":"view-invoice-timeline","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/view-invoice-timeline?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-19T18:38:41.000Z","tag_names":["abr","automatic batch reconciliation","batch reconciliation","credit memo","full refund","partial refund","refund a payment","refund button disabled","refunding","refund readiness","refund receipt","reimbursement"],"answer_sample":"This article walks through refunding a payment in Biller Genie. You can issue ful","long_answer_sample":"This article walks through refunding a payment in Biller Genie. You can issue full refunds or partial refunds on Credit Card, Stored Card, and ACH transactions, and the refund automatically syncs back to your accounting software — as a refund receipt in QuickBooks Online, or as a credit memo against the customer plus a check that funds the credit me","language_id":1,"id":3821033,"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":"article walks refunding payment biller genie. can issue full refunds partial credit card, stored ach transactions, refund automatically syncs back accounting software — receipt quickbooks online, memo customer plus check funds (the standard desktop way recording refund) (via magiccarpet). start available transaction settled. same-day yet submitted federal reserve ach, might able void instead voids instant incur fees. see vs use timing breakdown. readiness (automatic batch reconciliation) automatic reconciliation active type, genie checks books ready lets button stays disabled sweep account, settlement item mappings set synced. shows tooltip required accounts items must configured synced processing refund. allows properly sync software. manage settings link shown jump straight mapping screen, setting abr account balances. place synced, enables own. issuing merchant portal, open want click button. modal opens, defaulted instead, toggle enter amount. refunds, choose technology fees handled inclusive gets amount (you absorb fee). exclusive principal back; fee stays. review confirm. will return original method 3 5 business days. multiple transaction. cumulative total equal payment, fully refunded possible it. bulk paid invoices one transaction, single action. walkthrough. happens completes, creates matching record online created online. split line items, credited originally came (proper gaap accounting). tax amounts flow authority. id written description field cross-reference. invoice, invoice reopens. magiccarpet) applied invoice. (quickbooks refund-receipt concept, serves role.) follow gaap-correct description. delete corresponding (which support voiding records) reopen associated invoices. chart tool controls writes to. correctly, just appears right places manual needed. ride inside daily batch. refund-heavy day negative; journal entry simply flips direction (money moves bank account) still returns zero. nothing extra do, counted history grid. different voided never settles, money v3 integration bi-directional v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. late charge charges directly removing connected next software, removed automatically. applies yet. treated like duplicate accidental occasionally ends charged twice common causes double-click pay (or you) clicked slow gateway response flight. clicks produced charge. retry timeout first attempt timed side, actually succeeded gateway. follow-up resulted second + autopay collision run scheduled date, ran. identify duplicates, transactions report look two day. typically show approved. fix following above. recent gateways generally capture reliably. faqs process refund, partial, technology-fee handling, part card yes. integrations. work whether includes not. = eat fee, back. back, correctly prorates fee. long take customer's days cards, depending issuer. similar window settlement. showing quickbooks. appear within minutes. magiccarpet, cycle. v3, upgrade-path note below. default behavior push gaap). failover matched usually modified deleted related articles understanding balances","name":"How to Refund a Payment (Full or Partial)","votes":0,"is_published":true,"slug":"refund-a-payment","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/refund-a-payment?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"article walks refunding payment biller genie. can issue full refunds partial credit card, stored ach transactions, refund automatically syncs back accounting software — receipt quickbooks online, memo customer plus check funds (the standard desktop way recording refund) (via magiccarpet). start available transaction settled. same-day yet submitted federal reserve ach, might able void instead voids instant incur fees. see vs use timing breakdown. readiness (automatic batch reconciliation) automatic reconciliation active type, genie checks books ready lets button stays disabled sweep account, settlement item mappings set synced. shows tooltip required accounts items must configured synced processing refund. allows properly sync software. manage settings link shown jump straight mapping screen, setting abr account balances. place synced, enables own. issuing merchant portal, open want click button. modal opens, defaulted instead, toggle enter amount. refunds, choose technology fees handled inclusive gets amount (you absorb fee). exclusive principal back; fee stays. review confirm. will return original method 3 5 business days. multiple transaction. cumulative total equal payment, fully refunded possible it. bulk paid invoices one transaction, single action. walkthrough. happens completes, creates matching record online created online. split line items, credited originally came (proper gaap accounting). tax amounts flow authority. id written description field cross-reference. invoice, invoice reopens. magiccarpet) applied invoice. (quickbooks refund-receipt concept, serves role.) follow gaap-correct description. delete corresponding (which support voiding records) reopen associated invoices. chart tool controls writes to. correctly, just appears right places manual needed. ride inside daily batch. refund-heavy day negative; journal entry simply flips direction (money moves bank account) still returns zero. nothing extra do, counted history grid. different voided never settles, money v3 integration bi-directional v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. late charge charges directly removing connected next software, removed automatically. applies yet. treated like duplicate accidental occasionally ends charged twice common causes double-click pay (or you) clicked slow gateway response flight. clicks produced charge. retry timeout first attempt timed side, actually succeeded gateway. follow-up resulted second + autopay collision run scheduled date, ran. identify duplicates, transactions report look two day. typically show approved. fix following above. recent gateways generally capture reliably. faqs process refund, partial, technology-fee handling, part card yes. integrations. work whether includes not. = eat fee, back. back, correctly prorates fee. long take customer's days cards, depending issuer. similar window settlement. showing quickbooks. appear within minutes. magiccarpet, cycle. v3, upgrade-path note below. default behavior push gaap). failover matched usually modified deleted related articles understanding balances","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-22T17:31:12.682Z","tag_names":["accounting integrations","supported integrations","quickbooks online","qbo","quickbooks desktop","qbd","magiccarpet","xero","middleware integration","acculynx","servicetitan","serviceminder","autotask","jobber","housecall pro","jobtread","buildertrend","jobnimbus","joist","service fusion","lmn","fieldedge","request integration","third party software","accounting sync direction","payment sync back","two-way sync","one-way sync"],"answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, ","long_answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, QuickBooks Desktop (through MagicCarpet), and Xero. If you run another piece of software for jobs, dispatch, project management, or field service, you can still get Biller Genie's automation by using QuickBooks as the layer in between. This page is the canonical referen","language_id":1,"id":3826907,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","name":"Supported Accounting-Software Integrations","votes":0,"is_published":true,"slug":"supported-accounting-software-integrations","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/supported-accounting-software-integrations?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-03-05T15:52:48.000Z","tag_names":["application certificate","biller genie qbd","connect quickbooks desktop","integrated application","magic carpet","magiccarpet","magiccarpet linking","qbd authorization","qbd connection","qbd token","single user mode"],"answer_sample":"MagicCarpet is Biller Genie's cloud-based bridge to QuickBooks Desktop (QBD). Unl","long_answer_sample":"MagicCarpet is Biller Genie's cloud-based bridge to QuickBooks Desktop (QBD). Unlike QuickBooks Online, which connects through OAuth from anywhere, QBD lives on your Windows computer and needs a small sidecar application installed alongside it to share data with Biller Genie. MagicCarpet is that sidecar — it sits between your QuickBooks Desktop and ","language_id":1,"id":3718527,"last_published_date":"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":"magiccarpet biller genie's cloud-based bridge quickbooks desktop (qbd). unlike online, connects oauth anywhere, qbd lives windows computer needs small sidecar application installed alongside share data genie. — sits cloud, syncing customers, invoices, payments, refunds, voids ways automatically. article walks linking genie account. yet, start install first. must machine runs desktop. see . open company file want sync. talks running process. signed admin user (single-user multi-user mode work). first-time authorization rights. merchant portal browser device grab unique code there. stable internet machine. maintains persistent connection cloud. step 1 copy portal, click add-ons marketplace. select accounting software category tile. install. connect setup screen. displays button next clipboard. keep private authorizes read write treat like password directly, email it. 2 installed, (it menu genie). prompted, paste copied connect. contacts cloud registers 3 prepare can data, ready accept go edit \u0026gt; preferences integrated applications preferences. make sure allow access checked. switch single-user first sync (file mode). initial approved, back mode. authorizing new requires authorization, works fine one-time requirement connection. 4 approve inside reaches desktop, will pop certificate dialog asking whether appears, yes, always; running. choose associated magiccarpet's (typically dedicated integration user). check personal social security numbers customer credit card information. required processes payments. continue, review summary, done. 5 confirm approved tile updates show active. immediately queues sync, pulls accounts, items, recent transactions chunks (default chunk size 5,000 records) large files time out. live progress records flow in. completes, available throughout happens order chart accounts income, expense, bank, receivable accounts. items products \u0026amp; services, plus system seeds late fees, technology surcharges, third-party transactions. customers including parent/child relationships types. invoices recently paid invoices. sales receipts refund payment activity. deleted captures removed try resync them. delta syncs automatically default every hours, pulling changed since last trigger manual add-on page time. cadence flows updated payments refunds entered directly qbd, records. collected (credit card, ach, apm), issued interval hours syncs. shows successful timestamp scheduled now anytime pull latest immediately. qbdv4 (magiccarpet) supports full void legacy qbdv3 integration, processed (qbdv4) bi-directional refunds. reach subscribersuccess migrate magiccarpet. frequently asked questions need stay yes relies sleeping, pauses. merchants run workstation hosts always business hours. \"not online\" pinged minutes. one no. account links installation move different computer, old unlinked first, deactivate own. magiccarpet, three dots connected row. disconnect quickbooks, popup. row unlink, code, fresh reached, contact support generated. still offline long enough cleared. work approval (step 3), operates team working background. moved renamed locks onto specific authorized against. moved, renamed, replaced, may re-authorize opening going prompt again. troubleshooting recovery steps. stopped working. walk common causes (computer asleep restarted), open, moved. active, invoice just away. head orientation next. related articles online","name":"How to Connect MagicCarpet to QuickBooks Desktop","votes":0,"is_published":true,"slug":"how-to-connect-magiccarpet-to-quickbooks-desktop","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/how-to-connect-magiccarpet-to-quickbooks-desktop?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"magiccarpet biller genie's cloud-based bridge quickbooks desktop (qbd). unlike online, connects oauth anywhere, qbd lives windows computer needs small sidecar application installed alongside share data genie. — sits cloud, syncing customers, invoices, payments, refunds, voids ways automatically. article walks linking genie account. yet, start install first. must machine runs desktop. see . open company file want sync. talks running process. signed admin user (single-user multi-user mode work). first-time authorization rights. merchant portal browser device grab unique code there. stable internet machine. maintains persistent connection cloud. step 1 copy portal, click add-ons marketplace. select accounting software category tile. install. connect setup screen. displays button next clipboard. keep private authorizes read write treat like password directly, email it. 2 installed, (it menu genie). prompted, paste copied connect. contacts cloud registers 3 prepare can data, ready accept go edit \u0026gt; preferences integrated applications preferences. make sure allow access checked. switch single-user first sync (file mode). initial approved, back mode. authorizing new requires authorization, works fine one-time requirement connection. 4 approve inside reaches desktop, will pop certificate dialog asking whether appears, yes, always; running. choose associated magiccarpet's (typically dedicated integration user). check personal social security numbers customer credit card information. required processes payments. continue, review summary, done. 5 confirm approved tile updates show active. immediately queues sync, pulls accounts, items, recent transactions chunks (default chunk size 5,000 records) large files time out. live progress records flow in. completes, available throughout happens order chart accounts income, expense, bank, receivable accounts. items products \u0026amp; services, plus system seeds late fees, technology surcharges, third-party transactions. customers including parent/child relationships types. invoices recently paid invoices. sales receipts refund payment activity. deleted captures removed try resync them. delta syncs automatically default every hours, pulling changed since last trigger manual add-on page time. cadence flows updated payments refunds entered directly qbd, records. collected (credit card, ach, apm), issued interval hours syncs. shows successful timestamp scheduled now anytime pull latest immediately. qbdv4 (magiccarpet) supports full void legacy qbdv3 integration, processed (qbdv4) bi-directional refunds. reach subscribersuccess migrate magiccarpet. frequently asked questions need stay yes relies sleeping, pauses. merchants run workstation hosts always business hours. \"not online\" pinged minutes. one no. account links installation move different computer, old unlinked first, deactivate own. magiccarpet, three dots connected row. disconnect quickbooks, popup. row unlink, code, fresh reached, contact support generated. still offline long enough cleared. work approval (step 3), operates team working background. moved renamed locks onto specific authorized against. moved, renamed, replaced, may re-authorize opening going prompt again. troubleshooting recovery steps. stopped working. walk common causes (computer asleep restarted), open, moved. active, invoice just away. head orientation next. related articles online","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-19T18:38:43.000Z","tag_names":["chart of accounts","coa mapping","biller genie chart of accounts","sales account mapping","late fee account","sweep account mapping","undeposited funds account","system items","convenience fee","surcharge mapping","qbo chart of accounts","qbd chart of accounts","red green sync indicator","remap accounts","override account mapping","account balance","balance column","current balance","sweep account balance","account balance in biller genie","open in quickbooks","negative balance","balance not zero"],"answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBook","long_answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBooks Desktop via MagicCarpet ) using a Chart of Accounts mapping that controls where invoices, refunds, technology fees, and customer payments get posted. Most merchants are happy with the seeded defaults — Biller Genie sets them up automatically on first sync — but you ca","language_id":1,"id":3821036,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","name":"Chart of Accounts: Mapping Your Accounts in Biller Genie","votes":0,"is_published":true,"slug":"chart-of-accounts-mapping","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/chart-of-accounts-mapping?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-24T14:51:16.328Z","tag_names":["xero features","xero limitations","xero vs quickbooks","xero feature parity","xero refunds","xero sales receipts","xero abr","xero projects","xero sub customers","xero contact groups","xero multi currency","xero draft invoice"],"answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync bet","long_answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync between the two systems automatically. That said, the Xero integration doesn't have full feature parity with Biller Genie's QuickBooks Online integration — some Biller Genie features that QBO users rely on aren't available on Xero. This article explains what syncs, what do","language_id":1,"id":3827354,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet available. depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr add-on automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","name":"Using Xero in Biller Genie","votes":0,"is_published":true,"slug":"using-xero-in-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/using-xero-in-biller-genie?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"biller genie integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet available. depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr add-on automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-26T22:54:34.243Z","tag_names":["payment location","virtual terminal name","transaction labels","payment source","payment flow","invoice checkout","statement checkout","portal invoice payment","portal bulk payment","bulk invoice payment","payment plan","recurring billing","hosted payment link","integration payment","check payment","apple pay invoice checkout","apple pay statement checkout","apple pay portal invoice payment","apple pay portal bulk payment","apple pay hosted payment link","merchant receipt","gateway transactions report","csv export of transactions","what does payment location mean","what label is on my receipt","customer portal label","scheduler label","what is bulk pay on my receipt"],"answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email y","long_answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email you receive includes a \"Payment Location\" field. That field tells you which Biller Genie flow took the payment, so you can tell at a glance whether a payment came through an invoice checkout, a Hosted Payment Link, a Payment Plan, or something else. The same value appear","language_id":1,"id":3829008,"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":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","name":"What 'Payment Location' Means on Your Transaction Receipts","votes":0,"is_published":true,"slug":"what-payment-location-means-on-your-transaction-receipts","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/what-payment-location-means-on-your-transaction-receipts?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1369271,"account_id":12867,"created_at":"2026-07-22T18:46:44.601Z","tag_names":["abr","automatic batch reconciliation","batch reconcilation","batch reconciliation","clearing account","daily deposit","merchant fees","quickbooks reconciliation","reconcile deposits","settlement account","settlement sweep","sweep account","undeposited funds"],"answer_sample":"If you accept payments, you know the bookkeeping problem: the money that lands in","long_answer_sample":"If you accept payments, you know the bookkeeping problem: the money that lands in your bank account never looks like the invoices you sent. Deposits arrive in daily batches, processing fees come out on their own schedule, and the occasional chargeback or returned ACH payment pulls money back. Matching all of that to your accounting records by hand i","language_id":1,"id":3893597,"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":"accept payments, know bookkeeping problem money lands bank account never looks like invoices sent. deposits arrive daily batches, processing fees come schedule, occasional chargeback returned ach payment pulls back. matching accounting records hand slow error-prone. automatic batch reconciliation (abr) makes software tell story statement, automatically. works quickbooks online desktop magiccarpet. support xero coming later. finding add-on marketplace life without abr undeposited funds abr, payments sync traditional way funds, (or bookkeeper) manually group match actually hit bank, work hand, reconcile clawbacks yourself. replaces manual matching. money, accounts payable you, grouping happen own. sweep uses simple clearing pattern built around settlement (the \"sweep\"). holding books, real account. represents transit processor bank. recorded, booked sweep. gateway settles posts journal entry moves total everything matched, returns zero. balance return zero signal something needs attention, history screen shows exactly transactions look at. expects (separate settlement) abr's entries assume common processors move money. helps assumptions front deposits. day's deposited either gross (fees billed monthly) net fee (daily discount). models supported natively. monthly separate withdrawal. bills month, withdrawal part batch. deliberately post it; book month-end ordinary expense, always have. instead taken deposit, switch module discount, handles chargebacks cardholder disputes sale, leaves debit, reduction deposit. match. nets deposit instead, see reconciling netted straight normal clawback pattern, them. expect day settle, batches appear module's grid settle date, amount, status. settled becomes one quickbooks, moving batch's mapped show live balances pulled quick glance tells whether cleared. synced means reconciled. voids batch, voided settles. refunds ride inside handled automatically, refund-heavy negative. installing covered credit card reconciliation, recording. reject handling settlement. check processed biller genie. paypal reconciliation. note recording genie only. keeps ledger agreement bank; dispute, represent, arbitrate anything. still manage actual dispute process directly processor. getting started install merchant portal, map activate types want. full walkthrough setting mappings balances. related articles reading transaction linking discount chart mapping accounting-software integrations","name":"Understanding Automatic Batch Reconciliation","votes":0,"is_published":true,"slug":"understanding-automatic-batch-reconciliation","first_category":"Automatic Batch Reconciliation","categories_display_for_views":"Automatic Batch Reconciliation","parent_categories":[1369271],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/automatic-batch-reconciliation/understanding-automatic-batch-reconciliation?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"accept payments, know bookkeeping problem money lands bank account never looks like invoices sent. deposits arrive daily batches, processing fees come schedule, occasional chargeback returned ach payment pulls back. matching accounting records hand slow error-prone. automatic batch reconciliation (abr) makes software tell story statement, automatically. works quickbooks online desktop magiccarpet. support xero coming later. finding add-on marketplace life without abr undeposited funds abr, payments sync traditional way funds, (or bookkeeper) manually group match actually hit bank, work hand, reconcile clawbacks yourself. replaces manual matching. money, accounts payable you, grouping happen own. sweep uses simple clearing pattern built around settlement (the \"sweep\"). holding books, real account. represents transit processor bank. recorded, booked sweep. gateway settles posts journal entry moves total everything matched, returns zero. balance return zero signal something needs attention, history screen shows exactly transactions look at. expects (separate settlement) abr's entries assume common processors move money. helps assumptions front deposits. day's deposited either gross (fees billed monthly) net fee (daily discount). models supported natively. monthly separate withdrawal. bills month, withdrawal part batch. deliberately post it; book month-end ordinary expense, always have. instead taken deposit, switch module discount, handles chargebacks cardholder disputes sale, leaves debit, reduction deposit. match. nets deposit instead, see reconciling netted straight normal clawback pattern, them. expect day settle, batches appear module's grid settle date, amount, status. settled becomes one quickbooks, moving batch's mapped show live balances pulled quick glance tells whether cleared. synced means reconciled. voids batch, voided settles. refunds ride inside handled automatically, refund-heavy negative. installing covered credit card reconciliation, recording. reject handling settlement. check processed biller genie. paypal reconciliation. note recording genie only. keeps ledger agreement bank; dispute, represent, arbitrate anything. still manage actual dispute process directly processor. getting started install merchant portal, map activate types want. full walkthrough setting mappings balances. related articles reading transaction linking discount chart mapping accounting-software integrations","categories":{"current":{"id":1369271,"name":"Automatic Batch Reconciliation","url":"/automatic-batch-reconciliation"}},"category_param":"automatic-batch-reconciliation"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-05-22T17:31:30.283Z","tag_names":["api access","api key","api v1","biller genie api","biller genie integration","connect api","create customer api","integration api","integration partners","outbound webhooks","public api","rest api","sales receipt api","tax rates api","webhooks","zapier biller genie"],"answer_sample":"A common question, especially from larger merchants and partners evaluating Bille","long_answer_sample":"A common question, especially from larger merchants and partners evaluating Biller Genie: can I integrate Biller Genie with my own systems using an API, webhooks, or Zapier? Here's the honest current state. Capability\nStatus Public REST API (Connect API) Yes, with limited scope. Keys are issued by Biller Genie, not self-serve. Outbound webhooks No —","language_id":1,"id":3826930,"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":"common question, especially larger merchants partners evaluating biller genie can integrate systems using api, webhooks, zapier honest current state. capability status public rest api (connect api) yes, limited scope. keys issued genie, self-serve. outbound webhooks — supported today. integration connect endpoints versioned called api. intended purpose-built integrations another product needs push data example, vertical crm creates customers invoices part workflow. exist today endpoint purpose post v1/customers create customer account. get v1/customers/{id} look id. v1/sales-receipts record sales receipt (paid transaction tied invoice). v1/sales-receipts/{id} retrieve v1/tax-rates list tax rates configured account, apply right rate creating receipts. v1/auth/validate validate key still active. used gateway, code directly. invoices, payments existing refunds, voids, balances/a-r reports, autopay enrollment, payment-method storage, sync controls. those, contact support@billergenie.com describe use case prioritize expansion based demand. authentication uses authentication. call passes header. merchant account identify calls land. oauth per-user authorization every acts individual user, model system-to-system integrations. getting support request. self-serve portal request email . tell id, name building buying, (e.g. \"creating receipts practice management system\"). team will issue key, share via secure channel, provide base url specs. rotation, revocation, audit handled support. compromised, immediately rotate it. currently send events happen (a payment processed, invoice paid, fails, etc.). know something happens options pull instead push. relevant schedule. efficient works low-frequency times hour). accounting software's webhooks. primarily want \"did paid\", quickbooks online fire syncs back quickbooks. well whose software, genie. parsing last resort. sent real-time processed parse emails. recommended long-term pinch. tracked customer-requested feature. design depends them, logged shapes roadmap. app directly trigger zaps zap action. practical workarounds xero first-class apps. build react quickbooks/xero originated + \"webhooks zapier\" custom requires related articles single sign-on (sso / saml) submit feature","name":"Public API, Webhooks, and Zapier — What We Support Today","votes":0,"is_published":true,"slug":"api-access-webhooks-zapier","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/api-access-webhooks-zapier?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"common question, especially larger merchants partners evaluating biller genie can integrate systems using api, webhooks, zapier honest current state. capability status public rest api (connect api) yes, limited scope. keys issued genie, self-serve. outbound webhooks — supported today. integration connect endpoints versioned called api. intended purpose-built integrations another product needs push data example, vertical crm creates customers invoices part workflow. exist today endpoint purpose post v1/customers create customer account. get v1/customers/{id} look id. v1/sales-receipts record sales receipt (paid transaction tied invoice). v1/sales-receipts/{id} retrieve v1/tax-rates list tax rates configured account, apply right rate creating receipts. v1/auth/validate validate key still active. used gateway, code directly. invoices, payments existing refunds, voids, balances/a-r reports, autopay enrollment, payment-method storage, sync controls. those, contact support@billergenie.com describe use case prioritize expansion based demand. authentication uses authentication. call passes header. merchant account identify calls land. oauth per-user authorization every acts individual user, model system-to-system integrations. getting support request. self-serve portal request email . tell id, name building buying, (e.g. \"creating receipts practice management system\"). team will issue key, share via secure channel, provide base url specs. rotation, revocation, audit handled support. compromised, immediately rotate it. currently send events happen (a payment processed, invoice paid, fails, etc.). know something happens options pull instead push. relevant schedule. efficient works low-frequency times hour). accounting software's webhooks. primarily want \"did paid\", quickbooks online fire syncs back quickbooks. well whose software, genie. parsing last resort. sent real-time processed parse emails. recommended long-term pinch. tracked customer-requested feature. design depends them, logged shapes roadmap. app directly trigger zaps zap action. practical workarounds xero first-class apps. build react quickbooks/xero originated + \"webhooks zapier\" custom requires related articles single sign-on (sso / saml) submit feature","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":"2026-05-22T17:31:01.931Z","tag_names":["contactless transactions","mobile payments"],"answer_sample":"Apple Pay lets your customers pay an invoice in one tap using the card stored in ","long_answer_sample":"Apple Pay lets your customers pay an invoice in one tap using the card stored in their Apple Wallet, with no typing of card numbers. It is available now in Biller Genie on supported payment gateways. Where customers see it\nWhen a customer opens their invoice on a supported Apple device (iPhone, iPad, or Safari on a Mac) and has a card in Apple Walle","language_id":1,"id":3826894,"last_published_date":"July 1st, 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":"apple pay lets customers invoice one tap using card stored wallet, typing numbers. available now biller genie supported payment gateways. see customer opens device (iphone, ipad, safari mac) button appears automatically alongside usual bank options. shows portal, paying single multiple invoices (bulk pay) statement links sent devices browsers support (for example chrome windows, android phone), simply appear pays normally would. nothing set beyond wallet. gateways authorize.net nmi supported. (including elavon epg) yet runs existing gateway deposits account payments. processing rates unchanged. turn self-serve setting account. enabled per genie. like customers, contact will enable gateway. enabled, eligible automatically. changes reminders needed. refunds voids transactions void refund exactly screen. uses device-specific number, last four digits shown wallet's number rather physical card, match record. google wallets first digital wallet yet. article updated options added.","name":"Apple Pay, Google Pay, and Digital Wallets in Biller Genie","votes":0,"is_published":true,"slug":"apple-pay-google-pay-digital-wallets","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/apple-pay-google-pay-digital-wallets?from_search=237966640","host":"https://helpcenter.billergenie.com","body_txt":"apple pay lets customers invoice one tap using card stored wallet, typing numbers. available now biller genie supported payment gateways. see customer opens device (iphone, ipad, safari mac) button appears automatically alongside usual bank options. shows portal, paying single multiple invoices (bulk pay) statement links sent devices browsers support (for example chrome windows, android phone), simply appear pays normally would. nothing set beyond wallet. gateways authorize.net nmi supported. (including elavon epg) yet runs existing gateway deposits account payments. processing rates unchanged. turn self-serve setting account. enabled per genie. like customers, contact will enable gateway. enabled, eligible automatically. changes reminders needed. refunds voids transactions void refund exactly screen. uses device-specific number, last four digits shown wallet's number rather physical card, match record. google wallets first digital wallet yet. article updated options added.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}}]