When you upgrade QuickBooks Desktop to a newer year version (for example, from QBD 2023 to QBD 2024), MagicCarpet's existing authorization is tied to the previous version's company file. You need to generate a new authorization against the upgraded file so syncs continue to work. This article walks through the upgrade-and-reconnect flow.
Before you start
- Sign in to QuickBooks Desktop as an Admin user. Reconnection requires Admin permissions to re-authorize integrated applications.
- Open the upgraded company file in single-user mode (File > Switch to Single-user Mode). Re-authorization requires single-user mode; you can switch back after.
- Confirm no other Biller Genie sync is currently running.
Step 1 — Turn off paid reminders
Before disconnecting anything, turn off paid reminders to make sure no unwanted invoices go back out during the reconnect:
- In the Biller Genie merchant portal, go to Control Panel > Invoice Defaults.
- Find Send Paid Reminder for Invoices Closed in Accounting Software and toggle it off.
- Turn it back on once the new connection is confirmed working in Step 4.
Step 2 — Stop conflicts from older QuickBooks Desktop versions
If older QuickBooks Desktop versions are still installed on the same machine, they can compete with the upgraded version for integration authorization. You have two options:
- Uninstall the older versions using Windows Add or Remove Programs. This is the cleanest path.
- Stop the older versions' integration services if you need to keep them around for archival access. Disable any auto-start QuickBooks services for the old version in Windows Services.
Step 3 — Stop conflicts from older QuickBooks Desktop versions
With the upgraded company file open in QuickBooks Desktop:
- Open MagicCarpet from the system tray (the
^icon in the bottom-right corner, next to the date and time). - Locate the linked account row and click the three dots to the right of the connection status.
- Select Disconnect from QuickBooks and confirm in the pop-up.
- Click the three dots again and select Connect to QuickBooks.
- Confirm by clicking the green Connect to QuickBooks button.
Confetti launches in the app to confirm the connection, and a sync starts automatically. There's no separate certificate prompt to approve and no manual sync to trigger, the reconnect and the first sync happen in this same flow.
Step 4 — Validate the new connection
With the upgraded company file open in single-user mode, MagicCarpet will trigger the QuickBooks Application Certificate prompt:
- In the Biller Genie portal, go to Add-ons > QuickBooks Desktop MagicCarpet and confirm a sync is in progress, then confirm it completes successfully.
- Run a second manual sync to allow payments to flow back into QuickBooks.
- Once the sync completes successfully, turn Send Paid Reminder for Invoices Closed in Accounting Software back on..
What if syncs still fail after the upgrade?
Walk through the diagnostic flow in the QuickBooks Desktop Sync Reliability hub — most post-upgrade issues fall into one of the same dozen root causes that affect any QuickBooks Desktop sync. Common post-upgrade variants include the company file location having moved (Intuit's upgrade utility sometimes relocates the file) and older QuickBooks services not being fully stopped.