Supported Accounting-Software Integrations

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 reference for which integrations are supported, how data flows, what to expect from each, and how to request something we don't have yet.

Native accounting integrations

Biller Genie was built around the accounts-receivable workflow inside your accounting system. The three native integrations below are tier-one supported, get the most engineering attention, and have the deepest two-way sync.

At-a-glance comparison

QuickBooks Online

QuickBooks Online is the most feature-complete accounting integration in Biller Genie. If you have a choice of accounting platforms, this is the path of least resistance.

What syncs from QuickBooks Online into Biller Genie

• Customers with billing and shipping addresses, email, and phone
• Open invoices and recently paid invoices, with line items
• Chart of Accounts (income, expense, bank, and accounts-receivable accounts)
• Products and Services items
• Recent transaction activity (so we know what is already paid)
• Custom field on the invoice mapped to PO Number, if enabled

What syncs from Biller Genie into QuickBooks Online

• Payments collected through Biller Genie (credit card, ACH, and alternative methods), recorded against the invoice and routed to the Undeposited Funds account
• Refunds, posted as credit memos with line items returning to the original owner accounts and refunded taxes proportioned back to the original tax authority for proper GAAP treatment
• Voids, with the gateway transaction ID written into the description for audit trail
• Late fees and Technology Fees (Dual Pricing or Surcharging) added as invoice line items
• Customer email addresses, if Sync CC Emails is enabled
• New invoices created in Biller Genie, with optional custom transaction numbers

How fast it syncs

• Customer and invoice changes flow in real time via Intuit webhooks (typically within seconds)
• Payments push back to QuickBooks Online immediately on capture
• A polling fallback runs in case a webhook is missed
• You can run a manual sync any time from the QuickBooks Online add-on page

What you need to connect

• A QuickBooks Online admin user (Intuit requires the admin role for the OAuth authorization)
• If your Intuit login manages multiple QuickBooks Online companies, the right company selected during authorization
• A confirmation of migration if you are coming from QuickBooks Desktop (see Migrating from QuickBooks Desktop to QuickBooks Online)

Known limitations

• A Biller Genie account can be connected to one accounting platform at a time. Disconnecting QuickBooks Online also disconnects QuickBooks Payments, since both rely on the same Intuit OAuth.
• If a system item like "Late Fee" or "Refund" is unmapped in your QuickBooks Online Chart of Accounts, sync for that fee type will fail until it is mapped. See Chart of Accounts Mapping.
• For business-to-business processing on credit card, set a default Commodity Code to qualify for CEDP / Level 2-3 interchange savings. Configure on the QuickBooks Online Sync Page Settings article.

Detailed setup walkthrough: Syncing with QuickBooks Online. Settings reference: QuickBooks Online Sync Page Settings.

QuickBooks Desktop (via MagicCarpet)

QuickBooks Desktop runs on your local Windows machine, so it can't talk to a cloud service directly. MagicCarpet is the small Biller Genie application that runs alongside QuickBooks Desktop on the same Windows PC and bridges the two. With MagicCarpet installed and your company file linked, your QuickBooks Desktop data flows to Biller Genie automatically, and Biller Genie's payments, voids, and refunds flow back the same way.

What syncs from QuickBooks Desktop into Biller Genie

• Chart of Accounts
• Items and Products & Services (including system items Biller Genie creates: Late Fee, Convenience Fee, Refund, Surcharge, and Third Party Transaction)
• Customers, including parent / sub-customer relationships and Customer Types
• Recent open and paid invoices
• Sales receipts and refund receipts for recent payment activity
• Deleted records, so Biller Genie does not re-sync them

What syncs from Biller Genie into QuickBooks Desktop

• Payments collected through Biller Genie
• Refunds (QBDv4 / MagicCarpet only, see the callout below)
• Voids (QBDv4 / MagicCarpet only, see the callout below)
• Late fees and Technology Fees added as invoice line items

How fast it syncs

• Delta syncs run every 4 hours by default. You can run a manual sync any time from the QuickBooks Desktop sync page.
• The very first sync pulls history in chunks (5,000 records per request by default; reduce on memory-constrained PCs).
• There is no webhook path. MagicCarpet polls QuickBooks Desktop for changes during each sync window.

What you need to connect

• A Windows 10 or newer PC (no Mac support, since QuickBooks Desktop itself only runs on Windows)
• QuickBooks Desktop Pro, Premier, or Enterprise
• A unique linking code from the Biller Genie merchant portal, pasted into the MagicCarpet app
• QuickBooks Desktop open in single-user mode for first-time authorization (multi-user mode works afterward)
• The QuickBooks admin user available to approve the MagicCarpet Application Certificate the first time
• A reliable internet connection on the Windows PC, MagicCarpet must be running and connected during sync windows

Known limitations

• One MagicCarpet install per Biller Genie account, one company file per MagicCarpet. Moving to a different computer requires a fresh linking code and deactivates the old PC. See Moving QuickBooks Desktop to a New Computer.
• If the Windows PC is off or asleep during a sync window, the sync waits until the PC is awake and MagicCarpet is running.
• A QuickBooks Desktop version upgrade or a file move can require re-authorization. See Reconnecting Biller Genie to QuickBooks Desktop After an Upgrade.
• A full-history resync is gated behind a SuperUser-only switch and is hidden from the standard settings page. Contact Subscriber Success to run one. See Initiating a Full History Resync.

Detailed setup: How to Connect MagicCarpet to QuickBooks Desktop and How to Install MagicCarpet. Troubleshooting: MagicCarpet Sync Troubleshooting.

Xero

Xero is fully supported for invoice-and-payment automation, with a smaller feature set than QuickBooks. If you are evaluating accounting platforms and depend on refund sync, sales receipts, or Automatic Batch Reconciliation, QuickBooks Online is the better fit.

What syncs from Xero into Biller Genie

• Contacts (customers) with billing and shipping addresses, email, and phone
• Authorised invoices (Drafts are skipped on purpose); paid, voided, and deleted invoices are tracked thereafter
• Chart of Accounts (revenue, expense, bank accounts) with type and active / archived state
• Items
• Contact Groups, mapped to Biller Genie Customer Types for segmentation
• Xero Projects, which appear as sub-customers (one level deep)

What syncs from Biller Genie into Xero

• Customer updates (one direction: Biller Genie pushes; Xero updates are pulled in by Biller Genie)
• Late fees and Technology Fees added as additional line items on the original invoice
• Payments recorded by adding a payment line to the invoice on the Xero side (rather than as a separate payment object)
• System items created automatically: Late Fee, Technology Fee, and Refund category, if they do not already exist

How fast it syncs

• Near real-time via Xero webhooks when enabled
• A polling fallback runs four times daily: midnight, 5 AM, 11 AM, and 6 PM UTC
• A manual Sync Now button is always available
• Xero throttles to 60 requests per minute, a first sync takes 1 to 3 minutes for a typical merchant

What you need to connect

• A Xero user with Standard or Advisor permissions (Invoice Only and Read Only roles cannot authorize)
• If your Xero login covers multiple organizations, the right organization selected during authorization
• Whoever connects the integration becomes its owner. If that user is later removed from the Xero organization, the integration breaks and a different Standard or Advisor user has to reconnect.

Known limitations

• Refunds are not synced. If you issue a refund in Biller Genie, you will need to record the matching refund in Xero manually.
• Sales receipts are not synced. Xero models receipts as paid invoices rather than a separate object.
• Automatic Batch Reconciliation is not available. The ABR add-on is intentionally hidden from the Add-ons Marketplace on Xero accounts. Reconcile deposits manually in Xero.
• Bill With Parent is not available. You bill each sub-customer individually rather than rolling them into a parent invoice.
• Custom fields on invoices are not supported. Use Xero's standard invoice fields.
• Multi-currency is not supported. Biller Genie does not perform FX conversion; raw amounts sync as-is.
• Attachments are not forwarded from Biller Genie to Xero, add them in Xero directly.
• Per-line tax codes are not surfaced. Late fees and Technology Fees inherit the tax setting from the Sales Account configured in Xero.
• Edits to paid invoices fail. Xero rejects line-item changes on paid invoices. Remove the payment first if you need to edit.
• Full-history resync is not self-service. Contact Subscriber Success.

Detailed setup: Syncing with Xero. Day-to-day usage: Using Xero in Biller Genie.

Using QuickBooks as middleware to other software

Plenty of subscribers run a field-service, project, or job-management tool as the front of their business, Acculynx, ServiceTitan, Jobber, Buildertrend, and others, and then push their financial activity into QuickBooks. Even though Biller Genie does not have a direct integration with most of these tools, you can still get the full Biller Genie automation by letting QuickBooks be the layer between them.

How the middleware pattern works

1. You create an invoice and a customer record in your third-party software (Jobber, ServiceTitan, Acculynx, etc.).
2. Your third-party software pushes the invoice and customer into QuickBooks Online or QuickBooks Desktop, most of these integrations support this push automatically.
3. Biller Genie picks up the new invoice and customer from QuickBooks on its next sync (within seconds for QBO, within the next 4-hour window for QBD).
4. Biller Genie runs its automation: reminders, payment portal, autopay, paper mail, Automatic Batch Reconciliation, and Technology Fees if enabled.
5. When your customer pays, Biller Genie collects the payment and pushes it back to QuickBooks against the original invoice.
6. If your third-party software pulls payment status from QuickBooks, the loop closes automatically, the invoice shows as paid in the third-party software with no manual work.
7. If your third-party software does not pull payment status from QuickBooks, you will need a brief manual step to mark the invoice paid there (a quick periodic reconciliation, usually a few clicks).

Third-party software: payment-sync capability matrix

The table below summarizes how each major third-party software talks to QuickBooks. Pulls payment status from QuickBooks? is the question that determines whether you need that brief manual reconciliation step. Source links lead to each vendor's own integration documentation.

Per-vendor detail

Acculynx (roofing)

Acculynx documents a full two-way QuickBooks integration. Jobs, customers, contracts, and invoices flow from Acculynx into QuickBooks, and payments recorded in QuickBooks appear automatically in the matching Acculynx job file. Both QuickBooks Online (real-time) and QuickBooks Desktop (Web Connector, 10-minute minimum interval) are supported on the Acculynx side. Net effect with Biller Genie: the full automation loop closes without any manual reconciliation in Acculynx. Acculynx integration overview · Best practices.

Buildertrend (construction)

Buildertrend pushes jobs, clients, subcontractors, vendors, bills, invoices, deposit payments, credit memos, and time clock entries into QuickBooks. It pulls back estimates, bill payments, invoice payments, and budget actuals. Per Buildertrend: "Once the invoice is marked paid in QuickBooks, it will then trigger an automatic response to Buildertrend that will update the invoice as paid." Net effect with Biller Genie: full automation; no manual reconciliation in Buildertrend. Overview · Advanced integration.

Autotask PSA (IT services)

Autotask polls QuickBooks at regular intervals for invoices and writes payment status back when a matching payment is recorded in QuickBooks: "updates the payment status in Autotask when a payment is received for an invoice in QuickBooks Online." Datto / Kaseya splits the integration into three apps (Invoice Transfer, Expense Transfer, PO Transfer), each enabled separately and provisioned through Kaseya Helpdesk. Best-practice billing code matching is via the External Number field. Net effect with Biller Genie: full automation, provided the Invoice Transfer app is enabled. Confirmed by Biller Genie subscribers in IT services. Setup docs · KB article.

JobNimbus (roofing / contracting)

JobNimbus syncs records in a strict hierarchy (contacts → jobs → products → estimates / invoices → payments). It offers either a one-way or a two-way sync to QuickBooks, chosen at setup. Two-way pulls payment status back; one-way does not. Payments routed by JobNimbus into QuickBooks land in Undeposited Funds. Draft-status records do not sync. Net effect with Biller Genie: confirm you are on the two-way variant if you want full automation. Connect docs · Payment sync detail.

Housecall Pro (home services)

Housecall Pro pushes invoices, customers, line items, and payments to QuickBooks automatically for jobs created after the integration is connected. Pulling QuickBooks payments back into Housecall Pro is supported but it is a per-payment manual action: you open the QuickBooks payment and pull it into Housecall Pro to match it without creating a duplicate. Pre-integration jobs need a manual push. Net effect with Biller Genie: a small periodic reconciliation step on the Housecall Pro side. We hear from subscribers that they batch this up weekly. QuickBooks Online collection · Managing payments.

ServiceMinder (franchise services)

ServiceMinder publishes invoices, payments, write-offs, credit memos, and refunds to QuickBooks on approval. By default it does not pull payments back, there is a checkbox in the QuickBooks Online setup called "Import Payments" that has to be toggled on. With it on, payments and write-offs entered directly in QuickBooks (which includes everything Biller Genie sends) flow back into ServiceMinder. Class tracking by territory is supported. Net effect with Biller Genie: verify "Import Payments" is enabled in ServiceMinder. Connecting QuickBooks Online · Best practices.

ServiceTitan (home / commercial services)

ServiceTitan pushes invoices, payments, purchase orders, job-cost data, and customer information to QuickBooks, with the sync direction configurable at setup (one-way or two-way; batch or real-time). The catch is that ServiceTitan tokenizes payments, so QuickBooks effectively sees a success confirmation rather than a detailed payment record, that can complicate automatic pullback semantics for payments originating outside ServiceTitan. Net effect with Biller Genie: confirm with ServiceTitan during setup that payments recorded by Biller Genie in QuickBooks will be recognized on the ServiceTitan side. GL account names in ServiceTitan must exactly match QuickBooks naming or the sync fails. QuickBooks Online home · Setup.

JobTread (construction)

JobTread markets a real-time two-way QuickBooks Online integration. Invoices, bills, expenses, customers, vendors, employee time entries, and invoice voids flow between the two systems. Specific payment-status pullback fields are not explicitly enumerated in JobTread's public docs, so verify before relying on full automation. JobTread integrates with QuickBooks Online only; QuickBooks Desktop is not supported natively. Jobs and customers are auto-created in QuickBooks on the first financial transaction. JobTread integration page.

Jobber (field service)

Jobber pushes customers, products and services, invoices, payments, and timesheets into QuickBooks Online in a one-way sync. Jobber states explicitly: "Payments do not sync from QuickBooks to Jobber, so only the invoice status in Jobber will show as paid and the balance will remain the same." Invoices sync once on creation; edits afterward require manual updates in both systems. Net effect with Biller Genie: the loop does not close automatically on the Jobber side. Set up a periodic reconciliation routine (we suggest weekly) where the office team marks invoices paid in Jobber using a Biller Genie or QuickBooks paid-invoices report. How items sync · FAQs.

Joist (contractor / trades)

Joist pushes estimates and invoices to QuickBooks and auto-creates matching items, clients, and taxes if they are missing. Per Joist: "Payments information is not currently synced from Joist to QuickBooks, but you can log payments manually in QuickBooks after your documents have been synced." Payments do not sync in either direction, Joist is purely a documents-out integration. QuickBooks Self-Employed is not supported; you need full QuickBooks Online. Net effect with Biller Genie: fully manual payment reconciliation in both QuickBooks and Joist. Workable for low-volume subscribers; verify the math is worth it before committing. Joist QuickBooks sync.

Service Fusion, LMN, Dynascape, FieldEdge, and others

We hear these tools referenced often by Biller Genie subscribers and the middleware pattern works the same way: invoices and customers push into QuickBooks, Biller Genie picks them up, and Biller Genie pushes payments back. The question that determines whether full automation closes the loop is the same: does the third-party software pull payment status from QuickBooks? Treat these as verify-first: read the vendor's QuickBooks integration documentation, or ask their support team directly, before relying on automatic pullback. If pullback is not supported, the periodic manual reconciliation routine in the Jobber section works for any of them.

Reconciliation workflow when payments do not pull back

If your third-party software does not pull payment status from QuickBooks, you have a small periodic task. Most subscribers do this weekly. The whole thing usually takes 5 to 15 minutes a week for a mid-volume business.

1. Pull a Paid Invoices report from QuickBooks (or from Biller Genie, the data is the same) for the period since you last reconciled.
2. In your third-party software, open each paid invoice and mark it paid or closed using the matching gross amount.
3. If your third-party software supports CSV import for payments, generate a CSV from Biller Genie and import in one go.

Don't see your software? Request an integration

If your accounting platform or business software is not on this list, tell us about it. Every request goes into the product team's queue and is reviewed by category. The more context you give, the easier it is for us to scope and prioritize.

What we ask for

The form is short. We ask for the name of the software, your role, your industry, your company size, your transaction volume, how critical the integration is to your business, whether you have a workaround today, and whether you would be open to a co-development arrangement to accelerate it. Most of the questions are optional, only the software name, your role, criticality, co-development openness, your name, email, and company are required.

What happens after you submit

1. Each submission opens a Linear issue in the Biller Genie product feedback team within seconds.
2. The product team reviews submissions in batches and groups requests by vendor.
3. A high-signal request, one with a confirmed business case, a serious volume of transactions, and openness to a co-development arrangement, moves into roadmap scoring.
4. If your request matches an integration already on the roadmap, you will hear back with an estimated timeline.

Related articles

• Syncing with QuickBooks Online
• QuickBooks Online Sync Page Settings
• How to Connect MagicCarpet to QuickBooks Desktop
• How to Install MagicCarpet
• MagicCarpet Sync Troubleshooting
• Migrating from QuickBooks Desktop to QuickBooks Online
• Syncing with Xero
• Using Xero in Biller Genie
• Chart of Accounts: Mapping Your Accounts in Biller Genie
• Initiating a Full History Resync
• Deposit Funding Timeframes by Payment Method
• Using Biller Genie with Rightworks