Accounting Software Integrations

Connect Biller Genie to your accounting software. QuickBooks Online, QuickBooks Desktop, Xero, TheraManager, plus the Chart of Accounts mapping tool and Undeposited Funds setup.

Articles in Accounting Software Integrations

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Resync All: The "Enqueue Autopay Transactions" Toggle

The Resync All modal — the one you use to refresh invoice data from your accounting software — includes a toggle called...

Updated May 21st, 2026 26 views 0 likes
Reconnecting Biller Genie to QuickBooks Desktop After an Upgrade

When you upgrade QuickBooks Desktop to a newer version (for example, from QBD 2021 to QBD 2024), Biller Genie's existing connection token...

Updated May 21st, 2026 19 views 0 likes
How to Connect QuickBooks Online

Connecting Biller Genie to QuickBooks Online links the two systems through Intuit's secure OAuth authorization flow. Once connected, your customers, items, accounts,...

Updated May 21st, 2026 6635 views 10 likes
Migrating from QuickBooks Desktop to QuickBooks Online

Overview When you are ready to move to QuickBooks Online, you can bring your existing Biller Genie account with you. The...

Updated May 21st, 2026 5624 views 7 likes
Setting up Progress Invoices in QuickBooks Online

Overview Progress invoicing lets you split a single estimate into multiple invoices, so you can collect partial payments as work progresses. Each...

Updated May 21st, 2026 4599 views 5 likes
QuickBooks Online Sync Page Settings

Overview Biller Genie provides configurable settings that allow you to control how your account syncs with QuickBooks Online. To access these settings,...

Updated May 21st, 2026 296 views 0 likes
Record Deposits in QuickBooks Desktop (All Versions)

Once payment is made by a customer, Biller Genie will sync over to QuickBooks Desktop as “Undeposited Funds”. Step 1 These funds...

Updated May 21st, 2026 8451 views 6 likes
When Will I Receive My Deposits?

Biller Genie specializes in invoice automation to help businesses get paid quickly and easily. However, it's important to clarify that while...

Updated May 21st, 2026 2001 views 5 likes
Using Biller Genie with RightWorks

Overview RightWorks is a hosted desktop environment that lets you access QuickBooks Desktop from anywhere. This article covers important sync requirements, how...

Updated May 21st, 2026 5134 views 6 likes
Syncing Multiple QuickBooks Desktop Company Files with Biller Genie

Overview Biller Genie supports syncing with multiple QuickBooks Desktop company files stored on the same computer or server using a single MagicCarpet...

Updated May 21st, 2026 3794 views 6 likes
Best Practices for Syncing QuickBooks Desktop

Overview Biller Genie syncs with QuickBooks Desktop using MagicCarpet, a background application installed on your computer. Because syncing depends on your local...

Updated May 21st, 2026 3324 views 8 likes
QuickBooks Desktop Sync Page Settings

Overview Biller Genie provides configurable settings that allow you to control how your account syncs with QuickBooks Desktop using MagicCarpet. To access...

Updated May 21st, 2026 1944 views 4 likes
How to Install MagicCarpet for QuickBooks Desktop

Overview MagicCarpet connects your Biller Genie account to QuickBooks Desktop and allows data to sync between both systems. This guide explains how...

Updated May 21st, 2026 227 views 0 likes
How to Connect MagicCarpet to QuickBooks Desktop

Overview After installing MagicCarpet, the next step is linking it to your QuickBooks Desktop company file. Once linked, Biller Genie and QuickBooks...

Updated May 21st, 2026 272 views 0 likes
MagicCarpet Sync Troubleshooting for QuickBooks Desktop

Overview If QuickBooks Desktop stops syncing with Biller Genie, the issue is usually related to the computer running MagicCarpet. This guide covers...

Updated May 21st, 2026 224 views 0 likes
How to Connect Xero

Overview This guide walks you through connecting your Biller Genie account to Xero. Once the sync is established, Biller Genie will pull...

Updated May 21st, 2026 4987 views 0 likes

Articles in Accounting Software Integrations

Resync All: The "Enqueue Autopay Transactions" Toggle

Reconnecting Biller Genie to QuickBooks Desktop After an Upgrade

How to Connect QuickBooks Online

Migrating from QuickBooks Desktop to QuickBooks Online

Setting up Progress Invoices in QuickBooks Online

QuickBooks Online Sync Page Settings

Record Deposits in QuickBooks Desktop (All Versions)

When Will I Receive My Deposits?

Using Biller Genie with RightWorks

Syncing Multiple QuickBooks Desktop Company Files with Biller Genie

Best Practices for Syncing QuickBooks Desktop

QuickBooks Desktop Sync Page Settings

How to Install MagicCarpet for QuickBooks Desktop

How to Connect MagicCarpet to QuickBooks Desktop

MagicCarpet Sync Troubleshooting for QuickBooks Desktop

How to Connect Xero