This article will guide you on how to establish the sync between Biller Genie and AccountingSuite.

For Biller Genie to pick up on your customer and invoice information, a sync has to be established with your AccountingSuite account.

Step 1

Click on Add-ons Marketplace and click on the Accounting Software tab to help locate the AccountingSuite tile. 

Step 2

Install the add-on and click the Connect to AccountingSuite button.

Step 3

Log in to AccountingSuite and grant access to Biller Genie.

Step 4

Select the AccountingSuite tenant you wish to connect with and then click Next.

Step 6

Click the Allow Access button to complete the connection.

Step 7

You will see that AccountingSuite account is now fully connected to Biller Genie.

There are just a few more steps to complete to ensure you get paid!

Step 8

The last step to complete is selecting the Default Payments Account and Default Undeposited Funds Account.

Login to your AccountingSuite company, go to Admin Panel, and select Account Settings.

Step 9

In Account Settings, select the default A/R account and undeposited funds account you want to connect to Biller Genie.

Step 10

Your Biller Genie integration is now complete!