[{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-03-05T15:51:46.000Z","tag_names":["biller genie windows app","install magiccarpet","magiccarpet download","magic carpet installer","magiccarpet setup","qbd integration install","qbd windows app","sidecar app","windows install"],"answer_sample":"MagicCarpet is the Windows application that bridges your local QuickBooks Desktop","long_answer_sample":"MagicCarpet is the Windows application that bridges your local QuickBooks Desktop to Biller Genie's cloud. This article walks through downloading and installing it. Once installed, the next step is linking it to your Biller Genie account — see How to Connect MagicCarpet to QuickBooks Desktop . System requirements Windows operating system — Windows 1","language_id":1,"id":3718524,"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":"magiccarpet windows application bridges local quickbooks desktop biller genie's cloud. article walks downloading installing it. installed, next step linking genie account — see connect . system requirements operating 10 11. windows-only. installed computer. supported editions pro, premier, enterprise. microsoft .net runtime automatically missing. reliable internet connectivity maintains live connection genie. admin rights machine initial installation. pick right computer install hosts company file typically office workstation left business hours. asleep off, sync pauses back online. 1 download installer sign merchant portal user. click add-ons marketplace. select accounting software category tile. add-on. setup screen, installer. save (magiccarpetsetup.exe) runs desktop. different computer, transfer over. 2 run double-click magiccarpetsetup.exe machine. shows user control prompt, yes allow run. accept license agreement next. choose location (the default fine setups) install. copies files, registers application, sets start starts. finish installation completes. launches automatically. starts registered startup app windows. installation, whenever boots need manually day. 3 verify running look icon tray (bottom-right corner, near clock may up-arrow expand hidden icons). hover icon. show \"magiccarpet online\" connected offline state, right-click open view status. link complete, yet. follow grab unique code approve inside frequently asked questions default, installs c\\program files\\biller genie\\magiccarpet\\ service plus app. lives %localappdata%\\biller current work mac no. windows-only via boot camp vm, environment alongside will slow lightweight idles minimal cpu memory use, spikes briefly sync. merchants notice running. can uninstall later settings \u0026gt; apps like application. removing stops genie; reinstall reconnect anytime. related articles troubleshooting first invoice","name":"How to Install MagicCarpet for QuickBooks Desktop","votes":0,"is_published":true,"slug":"how-to-install-magiccarpet-for-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-install-magiccarpet-for-quickbooks-desktop?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"magiccarpet windows application bridges local quickbooks desktop biller genie's cloud. article walks downloading installing it. installed, next step linking genie account — see connect . system requirements operating 10 11. windows-only. installed computer. supported editions pro, premier, enterprise. microsoft .net runtime automatically missing. reliable internet connectivity maintains live connection genie. admin rights machine initial installation. pick right computer install hosts company file typically office workstation left business hours. asleep off, sync pauses back online. 1 download installer sign merchant portal user. click add-ons marketplace. select accounting software category tile. add-on. setup screen, installer. save (magiccarpetsetup.exe) runs desktop. different computer, transfer over. 2 run double-click magiccarpetsetup.exe machine. shows user control prompt, yes allow run. accept license agreement next. choose location (the default fine setups) install. copies files, registers application, sets start starts. finish installation completes. launches automatically. starts registered startup app windows. installation, whenever boots need manually day. 3 verify running look icon tray (bottom-right corner, near clock may up-arrow expand hidden icons). hover icon. show \"magiccarpet online\" connected offline state, right-click open view status. link complete, yet. follow grab unique code approve inside frequently asked questions default, installs c\\program files\\biller genie\\magiccarpet\\ service plus app. lives %localappdata%\\biller current work mac no. windows-only via boot camp vm, environment alongside will slow lightweight idles minimal cpu memory use, spikes briefly sync. merchants notice running. can uninstall later settings \u0026gt; apps like application. removing stops genie; reinstall reconnect anytime. related articles troubleshooting first invoice","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-02-09T18:54:46.000Z","tag_names":["magtek check scanner","capturing checks","mobile check capture","rdc install","check scanner driver","biller genie check scanning software","checkscanner.billergenie.com","install check scanner","mobile vs rdc","remote deposit capture install","check capture comparison","connection code","check scanner setup","check image upload","jpeg tif check upload","mobile check deposit","check image too large","check capture error","check won’t upload","failed to analyze the check","mobile check capture not working","check upload internal server error"],"answer_sample":"Biller Genie supports two ways to capture check images for electronic deposit: a ","long_answer_sample":"Biller Genie supports two ways to capture check images for electronic deposit: a web-based Mobile Check Capture Add-On that works on a phone, tablet, or desktop browser, and a Remote Deposit Capture (RDC) Add-On that uses a dedicated MagTek check scanner connected to a Windows computer. Both methods produce the same captured-check object, and the pr","language_id":1,"id":2402068,"last_published_date":"June 9th, 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 supports two ways capture check images electronic deposit web-based mobile add-on works phone, tablet, desktop browser, remote (rdc) uses dedicated magtek scanner connected windows computer. methods produce captured-check object, processing step comes identical regardless method used. article covers pick one, install both, day-to-day flow each. installing either method, make sure account enabled reliafund credentials — see overview done yet. use   hardware needed none browser (purchase below) operating system anything ios, android, windows, mac (driver + companion app windows-native) style take photo device camera, upload jpeg/tif image disk feed checks one time best low-to-medium volume, staff, occasional deposits high paper-bound back-office workflows, anyone cost additional (just add-on) one-time purchase can installed time. captured add-ons appear queue. 1. log navigate marketplace. 2. locate click tile. 3. install. it. nothing download runs entirely browser. desktop. capturing supported formats jpeg tif. desktop, open portal \u0026gt; capture. check. enter amount next. 4. front mobile, device's camera opens. prompted tif image. 5. clear legible, not, retake re-upload. 6. back side. 7. look good, confirm \u0026amp; upload. repeat seeing error common cause large. large process, now tells directly (or, smaller tif) try again. phone cameras default resolution, simply retaking picture usually clears uploads keep failing, contact support@billergenie.com type exact message shown. 1 compatible rdc magtek-brand scanners certified genie. order checkscanner.billergenie.com . link redirects current genie-recommended listing amazon buying guarantees get model bg drivers. 2 driver plug important matters. computer first first, may generic talk hardware, conflicts genie-required one. happens uninstall manager easier just right order. available inside (the used codebase configuration always version). installation 3 enable select payments category (or search \"rdc\") 4 follow on-screen setup steps walks remaining steps. must completed check-scanner drivers 2). shows driver, computer's usb port. scanning software talks 5 connect using connection code complete, displays add-on. account. multiple users need checks, devices each, code, recovery plugged working, disconnect scanner. unplug driver. manager, find entry created scanner, right-click it, uninstall. reinstall installer. re-run installer genie, reconnect practices scan prevent errors free staples, tape, folds, major damage. verify written legible. matches intend deposit. insert side up, facing application dollar start scan. successful, confirmation appears top screen. next process (from method) sit view them. match invoice record standalone transaction) submit payment. matching, standalone, sync still trouble recognized, launch, (mobile rdc) model, os version, whether plugging in, (ios, browser) messages displayed related articles pending transactions report","name":"Capturing Checks: Mobile or MagTek Reader","votes":0,"is_published":true,"slug":"setting-up-rdc-or-mobile-capture","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/setting-up-rdc-or-mobile-capture?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports two ways capture check images electronic deposit web-based mobile add-on works phone, tablet, desktop browser, remote (rdc) uses dedicated magtek scanner connected windows computer. methods produce captured-check object, processing step comes identical regardless method used. article covers pick one, install both, day-to-day flow each. installing either method, make sure account enabled reliafund credentials — see overview done yet. use   hardware needed none browser (purchase below) operating system anything ios, android, windows, mac (driver + companion app windows-native) style take photo device camera, upload jpeg/tif image disk feed checks one time best low-to-medium volume, staff, occasional deposits high paper-bound back-office workflows, anyone cost additional (just add-on) one-time purchase can installed time. captured add-ons appear queue. 1. log navigate marketplace. 2. locate click tile. 3. install. it. nothing download runs entirely browser. desktop. capturing supported formats jpeg tif. desktop, open portal \u0026gt; capture. check. enter amount next. 4. front mobile, device's camera opens. prompted tif image. 5. clear legible, not, retake re-upload. 6. back side. 7. look good, confirm \u0026amp; upload. repeat seeing error common cause large. large process, now tells directly (or, smaller tif) try again. phone cameras default resolution, simply retaking picture usually clears uploads keep failing, contact support@billergenie.com type exact message shown. 1 compatible rdc magtek-brand scanners certified genie. order checkscanner.billergenie.com . link redirects current genie-recommended listing amazon buying guarantees get model bg drivers. 2 driver plug important matters. computer first first, may generic talk hardware, conflicts genie-required one. happens uninstall manager easier just right order. available inside (the used codebase configuration always version). installation 3 enable select payments category (or search \"rdc\") 4 follow on-screen setup steps walks remaining steps. must completed check-scanner drivers 2). shows driver, computer's usb port. scanning software talks 5 connect using connection code complete, displays add-on. account. multiple users need checks, devices each, code, recovery plugged working, disconnect scanner. unplug driver. manager, find entry created scanner, right-click it, uninstall. reinstall installer. re-run installer genie, reconnect practices scan prevent errors free staples, tape, folds, major damage. verify written legible. matches intend deposit. insert side up, facing application dollar start scan. successful, confirmation appears top screen. next process (from method) sit view them. match invoice record standalone transaction) submit payment. matching, standalone, sync still trouble recognized, launch, (mobile rdc) model, os version, whether plugging in, (ios, browser) messages displayed related articles pending transactions report","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2024-02-14T19:34:37.000Z","tag_names":["migrating quickbooks desktop to quickbooks online","qbd to qbo","quickbooks migration","convert quickbooks desktop","quickbooks online conversion","intuit migration tool","qbo conversion","export company file","magic carpet disconnect","switch to quickbooks online","bill with parent migration","qbd qbo customer types"],"answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequent","long_answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequential decisions you'll make in your accounting setup, and we want to be candid about something up front: the conversion uses Intuit's own QuickBooks Desktop to Online migration tool, and once it runs, it's a one-way operation. Intuit doesn't offer a built-in path back to ","language_id":1,"id":2407511,"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":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using payments tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. expected needs re-applied per billing parent. enabled online; firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught still address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","name":"Migrating from QuickBooks Desktop to QuickBooks Online","votes":0,"is_published":true,"slug":"migrating-from-qb-desktop-to-qb-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/migrating-from-qb-desktop-to-qb-online?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using payments tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. expected needs re-applied per billing parent. enabled online; firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught still address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2024-05-14T18:00:27.000Z","tag_names":["abr","automatic batch reconciliation","auto sync interval","last ping qbd","magiccarpet auto sync","magiccarpet settings","qbd add-on settings","qbd connection status","qbd manual sync","qbd sync now","qbd sync page","refund readiness","sync chunk size"],"answer_sample":"The Biller Genie QuickBooks Desktop add-on page is where you check connection sta","long_answer_sample":"The Biller Genie QuickBooks Desktop add-on page is where you check connection status, run manual syncs, and adjust sync behavior. This article walks through every setting on that page. For the broader picture of why QuickBooks Desktop syncs fail and how to keep them reliable, see the QuickBooks Desktop Sync Reliability hub . Where to find the QuickB","language_id":1,"id":2559768,"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":"biller genie quickbooks desktop add-on page check connection status, run manual syncs, adjust sync behavior. article walks every setting page. broader picture syncs fail keep reliable, see reliability hub . find merchant portal, click add-ons \u0026gt; desktop. (if it, installed via marketplace.) status glance top page, shows real-time information latest message magiccarpet — recent windows-side app. last ping checked genie's cloud. within minutes online. successful data exchange happened. may hours old; matters gap growing. result success, partial, failure attempt. connected company file currently bound to. use section confirm integration active. something looks off, troubleshooting diagnostic flow. settings automatic syncing auto controls whether automatically. set yes environments. pauses background syncing; manually now button. interval often initiated (in minutes). 60 recommended. shorter intervals add load without benefit skips no-op changes. performance first chunk size records pulled per request connecting. default (5,000) works accounts. lower machine limited memory; raise fast large file. delta idea ongoing incremental (default 2,500). lookback far back checks changes 2 hours). increase business runs across long shifts activity might fall outside window. actions kicks immediate sync, regardless auto-sync schedule. disconnect revokes authorization stops syncing. batch reconciliation connection. journal entries, chargeback reject account balances shown module screen travel cycle configure here, healthy keeps current. two things mind refund readiness. active, button transaction stays disabled sweep, settlement, item mappings synced. button’s tooltip reads “all required accounts items must configured synced processing refund. allows properly refunds accounting software,” manage link brings mapping screen. entries appear next sync. rather real time, balance updates land abr full setup walkthrough. change merchants never need touch defaults. common adjustments turning temporarily cleanup raising overnight sometimes misses late-day transactions. lowering sizes times memory-constrained machine. related articles fix connect best practices understanding","name":"QuickBooks Desktop Sync Page Settings","votes":0,"is_published":true,"slug":"quickbooks-desktop-sync-page-settings","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/quickbooks-desktop-sync-page-settings?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"biller genie quickbooks desktop add-on page check connection status, run manual syncs, adjust sync behavior. article walks every setting page. broader picture syncs fail keep reliable, see reliability hub . find merchant portal, click add-ons \u0026gt; desktop. (if it, installed via marketplace.) status glance top page, shows real-time information latest message magiccarpet — recent windows-side app. last ping checked genie's cloud. within minutes online. successful data exchange happened. may hours old; matters gap growing. result success, partial, failure attempt. connected company file currently bound to. use section confirm integration active. something looks off, troubleshooting diagnostic flow. settings automatic syncing auto controls whether automatically. set yes environments. pauses background syncing; manually now button. interval often initiated (in minutes). 60 recommended. shorter intervals add load without benefit skips no-op changes. performance first chunk size records pulled per request connecting. default (5,000) works accounts. lower machine limited memory; raise fast large file. delta idea ongoing incremental (default 2,500). lookback far back checks changes 2 hours). increase business runs across long shifts activity might fall outside window. actions kicks immediate sync, regardless auto-sync schedule. disconnect revokes authorization stops syncing. batch reconciliation connection. journal entries, chargeback reject account balances shown module screen travel cycle configure here, healthy keeps current. two things mind refund readiness. active, button transaction stays disabled sweep, settlement, item mappings synced. button’s tooltip reads “all required accounts items must configured synced processing refund. allows properly refunds accounting software,” manage link brings mapping screen. entries appear next sync. rather real time, balance updates land abr full setup walkthrough. change merchants never need touch defaults. common adjustments turning temporarily cleanup raising overnight sometimes misses late-day transactions. lowering sizes times memory-constrained machine. related articles fix connect best practices understanding","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-10-16T13:34:55.000Z","tag_names":["best practices qbd","quickbooks desktop best practices","magiccarpet computer settings","qbd power settings","sign out qbd nightly","qbd verify rebuild","condense data","integrated applications","qbd update","qbd file health"],"answer_sample":"A reliable QuickBooks Desktop sync depends on three things being right: a healthy","long_answer_sample":"A reliable QuickBooks Desktop sync depends on three things being right: a healthy Windows machine, a healthy QuickBooks Desktop file, and sensible daily habits. This article walks through each. For the bigger picture of why QuickBooks Desktop syncs fail and how to fix specific issues, see the QuickBooks Desktop Sync Reliability hub . One successful ","language_id":1,"id":2234008,"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":"reliable quickbooks desktop sync depends three things right healthy windows machine, file, sensible daily habits. article walks each. bigger picture syncs fail fix specific issues, see reliability hub . one successful per day enough common worry \"is running often enough\" practice, catches biller genie everything happened desktop. frequent necessary — just add overhead. set environment overnight completes cleanly done. machine powered on, awake, signed magiccarpet runs background process company file lives. automatic syncing work, on. shut down, run. awake. sleep, hibernation, \"fast startup\" suspend magiccarpet. windows. sign-out / lock-screen states pause connected internet. needs persistent network access genie's cloud. setting power sleep behavior open settings \u0026gt; system \u0026amp; sleep. never ac battery dedicated machine. disable fast startup options choose buttons do. hybrid hibernation can confuse services. consider configuring task scheduler entry keep awake business hours. clean current integration issues look like problems actually health problems. following intuit's best practices keeps condition gives every chance sign end user signs business. releases work prevents multi-user-mode contention. establish written end-of-day routine already. latest maintenance release intuit ships updates include sdk-level fixes affecting third-party integrations. update automatically help run verify data rebuild routinely least monthly, utilities data. reports immediately follow catching data-integrity early becoming blockers later. store local drive possible guidance ( smoothly ), performs host drives especially vpn wireless introduce latency intermittent disconnects affect performance reliability. must live share shared access, use wired connection stable server. manage integrated applications list edit preferences review periodically. remove longer using. authorized potential conflict point. habits checklist short takes less minute users desktop, leave sync. computer dismiss dialog boxes reminders walking away. confirm magiccarpet's tray icon shows \"online\" night. weekly check add-on page genie. last recent. skim messages recurring warnings. restart week clear lingering processes. monthly file. release. apply pending reboot. anything backups still seeing issue likely failure modes documented troubleshooting walk diagnostic flow there, reach subscriber success related articles connect","name":"Best Practices for Syncing QuickBooks Desktop","votes":0,"is_published":true,"slug":"best-practices-for-syncing-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/best-practices-for-syncing-quickbooks-desktop?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"reliable quickbooks desktop sync depends three things right healthy windows machine, file, sensible daily habits. article walks each. bigger picture syncs fail fix specific issues, see reliability hub . one successful per day enough common worry \"is running often enough\" practice, catches biller genie everything happened desktop. frequent necessary — just add overhead. set environment overnight completes cleanly done. machine powered on, awake, signed magiccarpet runs background process company file lives. automatic syncing work, on. shut down, run. awake. sleep, hibernation, \"fast startup\" suspend magiccarpet. windows. sign-out / lock-screen states pause connected internet. needs persistent network access genie's cloud. setting power sleep behavior open settings \u0026gt; system \u0026amp; sleep. never ac battery dedicated machine. disable fast startup options choose buttons do. hybrid hibernation can confuse services. consider configuring task scheduler entry keep awake business hours. clean current integration issues look like problems actually health problems. following intuit's best practices keeps condition gives every chance sign end user signs business. releases work prevents multi-user-mode contention. establish written end-of-day routine already. latest maintenance release intuit ships updates include sdk-level fixes affecting third-party integrations. update automatically help run verify data rebuild routinely least monthly, utilities data. reports immediately follow catching data-integrity early becoming blockers later. store local drive possible guidance ( smoothly ), performs host drives especially vpn wireless introduce latency intermittent disconnects affect performance reliability. must live share shared access, use wired connection stable server. manage integrated applications list edit preferences review periodically. remove longer using. authorized potential conflict point. habits checklist short takes less minute users desktop, leave sync. computer dismiss dialog boxes reminders walking away. confirm magiccarpet's tray icon shows \"online\" night. weekly check add-on page genie. last recent. skim messages recurring warnings. restart week clear lingering processes. monthly file. release. apply pending reboot. anything backups still seeing issue likely failure modes documented troubleshooting walk diagnostic flow there, reach subscriber success related articles connect","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-22T17:31:01.931Z","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=236871641","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"}},{"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=236871641","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":1366687,"account_id":12867,"created_at":"2024-10-25T21:30:28.000Z","tag_names":["when will i receive my deposits","deposit timing","deposit funding timeline","credit card funding time","ach settlement","nacha settlement windows","paypal deposit timing","check funding","next day funding","same day ach","biller genie deposit timing","gateway batch cutoff","odfi settlement","bank deposit delay"],"answer_sample":"\"When will I receive my deposit\" is one of the most common questions Biller Genie","long_answer_sample":"\"When will I receive my deposit\" is one of the most common questions Biller Genie merchants ask, and the answer depends almost entirely on which payment method the customer used — not on Biller Genie itself. Biller Genie hands the transaction off to a payment processor or network the moment your customer pays; from there, the funding clock is contro","language_id":1,"id":2869891,"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":"\"when will receive deposit\" one common questions biller genie merchants ask, answer depends almost entirely payment method customer used — itself. hands transaction processor network moment pays; there, funding clock controlled gateway, card networks, nacha, paypal, depending type. article walks four types supports today, controls timeline each, look authoritative timing specific situation. short version genie's role ends gateway hand-off; everything processor's policy. today credit cards debit processed configured gateway. ach (electronic bank transfer) nacha-governed network. check via provider rails. paypal paypal's settlement system. timeline. none genie. process immediately hands. transactions fund within 24-48 hours. next-day funding, exact gateway's batch cutoff time. individually batches. daily (typically late evening eastern time, varies). captured next cycle; roll following day's batch. processors offer cutoff. same-day (for additional fee). \"high-risk\" new-merchant terms longer holds. holidays weekends. generally pauses friday-evening may show account monday tuesday. settlement. visa, mastercard, american express, discover slightly different schedules. abstract you, part shows \"around\" business day rather see cycle, authorization connection know authorized captured. actual deposit landing bank. need confirm date, portal directly. move operated nacha (the national automated clearing house association). defines windows fixed times funded banks. multiple per day, window catches. connects odfi (originating depository financial institution basically, originates behalf). rules submits nacha's windows. odfis hit day; others submit day. publishes detailed operating covering timing, return codes, obligations. source overview . high-level pattern processes defined batches throughout adds faster standard typically settles 1-2 days. (if it) can settle returns reversals follow timelines. insufficient funds account-not-found comes back 1-3 days; codes take longer. status updates vs queries update transaction, reports accepted, settled, returned, etc. funding. reported \"settled\" (cleared nacha) actually land account, odfi's posting schedule. \"biller settled yet\" normal state, bug. two separate events; gap set statuses affect invoice governed network, reflects transaction's progress real might received submitted moving accepted transmitted customer's rdfi, receiving institution) processing. paid cleared finalized. error issue stored (account closed, deleted, etc.). forward. maps is... reminders fees pending paused closed automatically resume / returned reopens enabled) reaches paid, closes syncs accounting software. stay \"catch up\" time pending. rejection fails, explained payments deposited timelines (see section above) checks ride rails behind scenes. processing working toward cycles; live, expect timing. handles outside networks. arrive balance minutes payment, become available withdraw seller-protection risk policies. current including hold periods new accounts, dispute reserves, withdrawal-to-bank money policies periodically; docs account's state. summary table type typical hours (next-day common); + days (same-day odfis) (rides rails) immediately; withdrawal policy tell date sits front chain. authorize capture post hand lose visibility side. processor, systems operate independently accurate merchant portal. real-time cutoff, schedule, details, refer published rules. paypal-specific settings help center. \"where right now\", reference number frequently asked friday tuesday pause non-banking holiday, wednesday. says empty. going (or network), posted yet. bank's batches, ach. contact takes quoted you. get maybe. talk programs. ach, ask whether support (additional apply). guidance linking verifying speeds withdrawals. use report. deposit. bulk autopay report invoices together useful cross-referencing never landed two-step (1) captured/settled activity, (2) posted, support. passed when; reach related articles recording deposits reconciling feeds understanding automatic reconciliation connecting","name":"Deposit Funding Timeframes by Payment Method","votes":0,"is_published":true,"slug":"when-will-i-receive-my-deposits","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/when-will-i-receive-my-deposits?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"\"when will receive deposit\" one common questions biller genie merchants ask, answer depends almost entirely payment method customer used — itself. hands transaction processor network moment pays; there, funding clock controlled gateway, card networks, nacha, paypal, depending type. article walks four types supports today, controls timeline each, look authoritative timing specific situation. short version genie's role ends gateway hand-off; everything processor's policy. today credit cards debit processed configured gateway. ach (electronic bank transfer) nacha-governed network. check via provider rails. paypal paypal's settlement system. timeline. none genie. process immediately hands. transactions fund within 24-48 hours. next-day funding, exact gateway's batch cutoff time. individually batches. daily (typically late evening eastern time, varies). captured next cycle; roll following day's batch. processors offer cutoff. same-day (for additional fee). \"high-risk\" new-merchant terms longer holds. holidays weekends. generally pauses friday-evening may show account monday tuesday. settlement. visa, mastercard, american express, discover slightly different schedules. abstract you, part shows \"around\" business day rather see cycle, authorization connection know authorized captured. actual deposit landing bank. need confirm date, portal directly. move operated nacha (the national automated clearing house association). defines windows fixed times funded banks. multiple per day, window catches. connects odfi (originating depository financial institution basically, originates behalf). rules submits nacha's windows. odfis hit day; others submit day. publishes detailed operating covering timing, return codes, obligations. source overview . high-level pattern processes defined batches throughout adds faster standard typically settles 1-2 days. (if it) can settle returns reversals follow timelines. insufficient funds account-not-found comes back 1-3 days; codes take longer. status updates vs queries update transaction, reports accepted, settled, returned, etc. funding. reported \"settled\" (cleared nacha) actually land account, odfi's posting schedule. \"biller settled yet\" normal state, bug. two separate events; gap set statuses affect invoice governed network, reflects transaction's progress real might received submitted moving accepted transmitted customer's rdfi, receiving institution) processing. paid cleared finalized. error issue stored (account closed, deleted, etc.). forward. maps is... reminders fees pending paused closed automatically resume / returned reopens enabled) reaches paid, closes syncs accounting software. stay \"catch up\" time pending. rejection fails, explained payments deposited timelines (see section above) checks ride rails behind scenes. processing working toward cycles; live, expect timing. handles outside networks. arrive balance minutes payment, become available withdraw seller-protection risk policies. current including hold periods new accounts, dispute reserves, withdrawal-to-bank money policies periodically; docs account's state. summary table type typical hours (next-day common); + days (same-day odfis) (rides rails) immediately; withdrawal policy tell date sits front chain. authorize capture post hand lose visibility side. processor, systems operate independently accurate merchant portal. real-time cutoff, schedule, details, refer published rules. paypal-specific settings help center. \"where right now\", reference number frequently asked friday tuesday pause non-banking holiday, wednesday. says empty. going (or network), posted yet. bank's batches, ach. contact takes quoted you. get maybe. talk programs. ach, ask whether support (additional apply). guidance linking verifying speeds withdrawals. use report. deposit. bulk autopay report invoices together useful cross-referencing never landed two-step (1) captured/settled activity, (2) posted, support. passed when; reach related articles recording deposits reconciling feeds understanding automatic reconciliation connecting","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T14:55:23.000Z","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=236871641","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":1368778,"account_id":12867,"created_at":"2026-05-21T03:59:43.707Z","tag_names":["magiccarpet reconnect","new connection token","qbd 2023 upgrade","qbd 2024","qbd authorization expired","qbd new version","qbd reauthorize","qbd upgrade","reconnect quickbooks desktop"],"answer_sample":"When you upgrade QuickBooks Desktop to a newer year version (for example, from QB","long_answer_sample":"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 ","language_id":1,"id":3825117,"last_published_date":"August 3rd, 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":"upgrade quickbooks desktop newer year version (for example, qbd 2023 2024), magiccarpet's existing authorization tied previous version's company file. need generate new upgraded file syncs continue work. article walks upgrade-and-reconnect flow. start sign admin user. reconnection requires permissions re-authorize integrated applications. open single-user mode (file \u0026gt; switch mode). re-authorization mode; can back after. confirm biller genie sync currently running. step 1 — turn paid reminders disconnecting anything, make sure unwanted invoices go reconnect merchant portal, control panel invoice defaults. find send reminder closed accounting software toggle off. connection confirmed working 4. 2 stop conflicts older versions still installed machine, compete integration authorization. two options uninstall using windows add remove programs. cleanest path. versions' services keep around archival access. disable auto-start old services. 3 magiccarpet system tray (the ^ icon bottom-right corner, next date time). locate linked account row click three dots right status. select disconnect pop-up. connect quickbooks. clicking green button. confetti launches app connection, starts automatically. separate certificate prompt approve manual trigger, first happen 4 validate mode, will trigger application add-ons progress, completes successfully. run second allow payments flow successfully, on.. fail walk diagnostic reliability hub post-upgrade issues fall one dozen root causes affect sync. common variants include location moved (intuit's utility sometimes relocates file) fully stopped. related articles fix troubleshooting moving computer (magiccarpet)","name":"Reconnecting Biller Genie to QuickBooks Desktop After an Upgrade","votes":0,"is_published":true,"slug":"reconnecting-quickbooks-desktop-after-upgrade","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/reconnecting-quickbooks-desktop-after-upgrade?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"upgrade quickbooks desktop newer year version (for example, qbd 2023 2024), magiccarpet's existing authorization tied previous version's company file. need generate new upgraded file syncs continue work. article walks upgrade-and-reconnect flow. start sign admin user. reconnection requires permissions re-authorize integrated applications. open single-user mode (file \u0026gt; switch mode). re-authorization mode; can back after. confirm biller genie sync currently running. step 1 — turn paid reminders disconnecting anything, make sure unwanted invoices go reconnect merchant portal, control panel invoice defaults. find send reminder closed accounting software toggle off. connection confirmed working 4. 2 stop conflicts older versions still installed machine, compete integration authorization. two options uninstall using windows add remove programs. cleanest path. versions' services keep around archival access. disable auto-start old services. 3 magiccarpet system tray (the ^ icon bottom-right corner, next date time). locate linked account row click three dots right status. select disconnect pop-up. connect quickbooks. clicking green button. confetti launches app connection, starts automatically. separate certificate prompt approve manual trigger, first happen 4 validate mode, will trigger application add-ons progress, completes successfully. run second allow payments flow successfully, on.. fail walk diagnostic reliability hub post-upgrade issues fall one dozen root causes affect sync. common variants include location moved (intuit's utility sometimes relocates file) fully stopped. related articles fix troubleshooting moving computer (magiccarpet)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-06-21T14:57:46.000Z","tag_names":["ach reject 72 hours","ach reject reconciliation","ach return code list","ach return codes","autopay disabled","autopay turn off ach reject","credit card chargeback","credit card decline","expired card autopay","invoice reopened after reject","nacha return codes","pending transactions report","post-settlement reject","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","reconcile ach reject accounting software","rejected transactions report","unauthorized ach return","why was my ach rejected"],"answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NAC","long_answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NACHA return code (R01, R02, R29, etc.) that tells the originating bank why. Credit card transactions have their own decline reasons and chargeback codes from the card brands. This article explains how rejects work, how Biller Genie handles them, which return codes trigger","language_id":1,"id":2017193,"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":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","name":"ACH and Credit Card Reject Codes: How They Work in Biller Genie","votes":0,"is_published":true,"slug":"ach-and-credit-card-rejection-codes","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/ach-and-credit-card-rejection-codes?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","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=236871641","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":"2026-05-22T17:31:10.844Z","tag_names":["company file transfer","decommission old computer","magiccarpet new machine","move quickbooks desktop","new computer qbd","qbd backup restore","qbd license transfer","qbd migration","transfer magiccarpet"],"answer_sample":"Moving your QuickBooks Desktop installation — and the MagicCarpet sync app — to a","long_answer_sample":"Moving your QuickBooks Desktop installation — and the MagicCarpet sync app — to a new computer requires a specific order of operations to avoid breaking your Biller Genie sync. The most common mistake is decommissioning the old machine before the new one is fully verified, which leaves your sync stuck in an in-between state. This article walks throu","language_id":1,"id":3826904,"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":"moving quickbooks desktop installation — magiccarpet sync app new computer requires specific order operations avoid breaking biller genie sync. common mistake decommissioning old machine one fully verified, leaves stuck in-between state. article walks correct sequence. start plan downtime. pauses moving. schedule move slow hours. machines available simultaneously. verify working one. confirm license allows company file transfers fine, deactivation/reactivation steps. see intuit's . back anything. always. step 1 set install (same year version before, unless combining hardware upgrade case follow reconnecting ). restore backup copy machine. open loads cleanly. run \u0026gt; utilities data make sure transferred without issues. 2 sign merchant portal. go add-ons desktop. click download installer computer. finishes installing, it'll prompt linking code. 3 generate fresh code though account connected (to machine's magiccarpet), need can active time. magiccarpet, three dots row. select disconnect quickbooks, yes popup. row unlink, shows connection code, will portal reached, contact support generated. works still running offline long enough cleared. 4 approve computer, switch single-user mode via application certificate first connect full walkthrough). 5 portal, watch last ping timestamp add-on page. update within minute approved. now trigger immediate succeeds successful updates, operational. 6 decommission clean sync, uninstall windows add remove programs. optional recommended machine, edit preferences integrated applications preferences. deactivate per license-transfer verified generating approving one, goes dark failover. matters works, pitfalls trying two honors account. second fail override first. skipping restoring file. backup-and-restore introduced corruption, want know starts forgetting reapprove just installing needs approval actually read write. network drive. take opportunity share, may introduce performance reliability local drives recommended. related articles syncs fix troubleshooting","name":"Moving QuickBooks Desktop to a New Computer (MagicCarpet)","votes":0,"is_published":true,"slug":"moving-qbd-to-new-computer-magic-carpet","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/moving-qbd-to-new-computer-magic-carpet?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"moving quickbooks desktop installation — magiccarpet sync app new computer requires specific order operations avoid breaking biller genie sync. common mistake decommissioning old machine one fully verified, leaves stuck in-between state. article walks correct sequence. start plan downtime. pauses moving. schedule move slow hours. machines available simultaneously. verify working one. confirm license allows company file transfers fine, deactivation/reactivation steps. see intuit's . back anything. always. step 1 set install (same year version before, unless combining hardware upgrade case follow reconnecting ). restore backup copy machine. open loads cleanly. run \u0026gt; utilities data make sure transferred without issues. 2 sign merchant portal. go add-ons desktop. click download installer computer. finishes installing, it'll prompt linking code. 3 generate fresh code though account connected (to machine's magiccarpet), need can active time. magiccarpet, three dots row. select disconnect quickbooks, yes popup. row unlink, shows connection code, will portal reached, contact support generated. works still running offline long enough cleared. 4 approve computer, switch single-user mode via application certificate first connect full walkthrough). 5 portal, watch last ping timestamp add-on page. update within minute approved. now trigger immediate succeeds successful updates, operational. 6 decommission clean sync, uninstall windows add remove programs. optional recommended machine, edit preferences integrated applications preferences. deactivate per license-transfer verified generating approving one, goes dark failover. matters works, pitfalls trying two honors account. second fail override first. skipping restoring file. backup-and-restore introduced corruption, want know starts forgetting reapprove just installing needs approval actually read write. network drive. take opportunity share, may introduce performance reliability local drives recommended. related articles syncs fix troubleshooting","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-22T13:39:17.000Z","tag_names":["company file open","magiccarpet reliability","multi-company qbd","multi user mode sync","qbd healthy file","qbd integration limits","qbd sync best practices","qbd sync failed","qbd sync reliability","quickbooks desktop sync","sync multiple company files","why quickbooks not syncing"],"answer_sample":"Most \"Biller Genie isn't syncing with QuickBooks Desktop\" support tickets turn ou","long_answer_sample":"Most \"Biller Genie isn't syncing with QuickBooks Desktop\" support tickets turn out to be one of the same dozen root causes. None of them are unique to Biller Genie — they're inherent to how QuickBooks Desktop talks to any third-party application, and they affect every QuickBooks Desktop integration on the market. This article explains the reality of","language_id":1,"id":1966963,"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":"\"biller genie syncing quickbooks desktop\" support tickets turn one dozen root causes. none unique biller — inherent desktop talks third-party application, affect every integration market. article explains reality sync, genie's magiccarpet reliable sync tool know of, common failure modes (with merchant-friendly diagnoses fixes), file-health habits keep running smoothly. apps designed cloud-first integrations existed. runs local windows machine, company file sits machine (or shared server), genie, rightworks , method, intuit's tools ask permission read write data sdk. depends list conditions true moment application open. right active one. modal dialog box can open (a backup reminder, \"to-do,\" error message). on, awake, signed in. middle internal operation backup, verify, upgrade prompt). integrated application's authorization token still valid. true, cleanly. false, pauses fails. market included. property desktop, specific tool. architecture limitation, limitation used multiple years felt like occasional issues, why. sdk gives small, conditional window work. separates another well handle moments slams shut. bridge seen without getting technical, speed. synced 1 gigabyte files 15 seconds. large bog move seconds, hours. resilience. attempt hits blockers above, waits intelligently retries. either fail loudly quietly stop syncing. keeps working background catches automatically right. deep expertise. engineering team spent understanding level integrators including edge cases documentation fully cover. depth shows cleaner behavior situations stumble. real-time status visibility. merchant portal last ping, successful current state glance, always whether healthy. built production volume. syncs chunks, handles deletions cleanly, retries transient errors, stays quickbooks's way busy. practice, means merchants think sync. background, weekends, surfaces clear messages something needs attention. rest reasons (and fix one) rough order often see 1. computer asleep, off, hibernating ping timestamp minutes old. tile may show \"not online.\" happens awake sleep mode, hibernation, scheduled shutdowns, unplanned restarts break connection wakes back up. wake sign machine. portal, click now add-on. prevent happening again, settings \u0026gt; system power \u0026amp; set never dedicated 2. open, wrong \"you must connected data\" queueing completing. process. running, process talk to. different file, authorized sync's currently active. genie. portal. 3. users logged (multi-user mode contention) intermittent failures, especially business recovers overnight out. multi-user shares across workstations. certain operations require exclusive access. actively applications get less establish daily routine signing end business. enough catch day's activity. 4. attempts hang time \"running\" indefinitely. \"to-do\" verify prompt, message, insight notification waiting human input. proceed dismissed. walk remote it), dismiss boxes quickbooks, trigger 5. fails timeout, next attempt. automatic processes lock file. wait lock. usually nothing will recurring problem, check schedule expected run. 6. moved, renamed, restored repeated prompts failures referencing magiccarpet's tied first moving, renaming, restoring creates considers identical. desktop. watch certificate prompt. re-authorize original connection. connect . 7. upgraded new year version start failing (for example, qbd 2023 → 2024). hood. existing old version's follow reconnecting uninstall older versions services conflicts, generate fresh token. 8. pending update reboot required long-running hangs, offline despite on. updates reboot-required notifications interrupt services. service stalled these. install updates, in, confirm tray. 9. antivirus firewall blocking cloud (last updates). products quarantine network requests suspicious less-common browsers office. add allow lists. installer path typically c\\program files\\biller genie\\magiccarpet\\. unsure, contact person reach subscriber success 10. drive flaky connectivity random correlated vpn issues. lives share, relies stable guidance best host possible, practices smoothly 11. expired revoked \"authentication unsuccessful\" 403 errors user manage simply clean refresh. go edit preferences listed allowed. not, reconnect 12. corrupted integrity issues records repeatedly customer, invoice). fine. healthy-looking develop small data-integrity time. expose encounter affected records. run built-in repair rebuild utility persist, need professional intuit support. keeping healthy reliably. unhealthy makes fight harder. drawn straight shape integration) chance regularly portable copy restore from. step-by-step. businesses use offsite addition backup. weekly scans utilities data. finds immediately after. details. condense gets use, grow gigabytes. larger slower syncs. offers archives transactions reduces size. date releases maintenance bugs, sdk-level affecting integrations. help latest release day day. frees work, catch-up review time, accumulate longer use. potential conflict point. remove using. store recommends storing computer. drives (especially wireless) cause performance problems supports stored server using single installation. connects account. works exist server. connections managed maintains separate links account instance. magiccarpet, installation needed regardless per conflicts. expect allows processed sequentially simultaneously. two accounts moment, queues other. file's completion independent block beyond natural sequencing. adding additional second add-ons tab. linking code present select “link account” enter code. switch approve prompt hold routes based something's quick diagnostic recent offline. \"magiccarpet asleep\" above. pings completed recently actual likely up, contention. mostly fine except customers invoices integrity. revoked. hangs hours completes adopt end-of-day sign-out routine. worked identify issue, email subscribersuccess@billergenie.com timestamps. troubleshooting focused flow. related articles page moving (magiccarpet)","name":"QuickBooks Desktop Sync Reliability: Why Syncs Fail and How to Fix Them","votes":0,"is_published":true,"slug":"syncing-multiple-quickbooks-desktop-company-files-with-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/syncing-multiple-quickbooks-desktop-company-files-with-biller-genie?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"\"biller genie syncing quickbooks desktop\" support tickets turn one dozen root causes. none unique biller — inherent desktop talks third-party application, affect every integration market. article explains reality sync, genie's magiccarpet reliable sync tool know of, common failure modes (with merchant-friendly diagnoses fixes), file-health habits keep running smoothly. apps designed cloud-first integrations existed. runs local windows machine, company file sits machine (or shared server), genie, rightworks , method, intuit's tools ask permission read write data sdk. depends list conditions true moment application open. right active one. modal dialog box can open (a backup reminder, \"to-do,\" error message). on, awake, signed in. middle internal operation backup, verify, upgrade prompt). integrated application's authorization token still valid. true, cleanly. false, pauses fails. market included. property desktop, specific tool. architecture limitation, limitation used multiple years felt like occasional issues, why. sdk gives small, conditional window work. separates another well handle moments slams shut. bridge seen without getting technical, speed. synced 1 gigabyte files 15 seconds. large bog move seconds, hours. resilience. attempt hits blockers above, waits intelligently retries. either fail loudly quietly stop syncing. keeps working background catches automatically right. deep expertise. engineering team spent understanding level integrators including edge cases documentation fully cover. depth shows cleaner behavior situations stumble. real-time status visibility. merchant portal last ping, successful current state glance, always whether healthy. built production volume. syncs chunks, handles deletions cleanly, retries transient errors, stays quickbooks's way busy. practice, means merchants think sync. background, weekends, surfaces clear messages something needs attention. rest reasons (and fix one) rough order often see 1. computer asleep, off, hibernating ping timestamp minutes old. tile may show \"not online.\" happens awake sleep mode, hibernation, scheduled shutdowns, unplanned restarts break connection wakes back up. wake sign machine. portal, click now add-on. prevent happening again, settings \u0026gt; system power \u0026amp; set never dedicated 2. open, wrong \"you must connected data\" queueing completing. process. running, process talk to. different file, authorized sync's currently active. genie. portal. 3. users logged (multi-user mode contention) intermittent failures, especially business recovers overnight out. multi-user shares across workstations. certain operations require exclusive access. actively applications get less establish daily routine signing end business. enough catch day's activity. 4. attempts hang time \"running\" indefinitely. \"to-do\" verify prompt, message, insight notification waiting human input. proceed dismissed. walk remote it), dismiss boxes quickbooks, trigger 5. fails timeout, next attempt. automatic processes lock file. wait lock. usually nothing will recurring problem, check schedule expected run. 6. moved, renamed, restored repeated prompts failures referencing magiccarpet's tied first moving, renaming, restoring creates considers identical. desktop. watch certificate prompt. re-authorize original connection. connect . 7. upgraded new year version start failing (for example, qbd 2023 → 2024). hood. existing old version's follow reconnecting uninstall older versions services conflicts, generate fresh token. 8. pending update reboot required long-running hangs, offline despite on. updates reboot-required notifications interrupt services. service stalled these. install updates, in, confirm tray. 9. antivirus firewall blocking cloud (last updates). products quarantine network requests suspicious less-common browsers office. add allow lists. installer path typically c\\program files\\biller genie\\magiccarpet\\. unsure, contact person reach subscriber success 10. drive flaky connectivity random correlated vpn issues. lives share, relies stable guidance best host possible, practices smoothly 11. expired revoked \"authentication unsuccessful\" 403 errors user manage simply clean refresh. go edit preferences listed allowed. not, reconnect 12. corrupted integrity issues records repeatedly customer, invoice). fine. healthy-looking develop small data-integrity time. expose encounter affected records. run built-in repair rebuild utility persist, need professional intuit support. keeping healthy reliably. unhealthy makes fight harder. drawn straight shape integration) chance regularly portable copy restore from. step-by-step. businesses use offsite addition backup. weekly scans utilities data. finds immediately after. details. condense gets use, grow gigabytes. larger slower syncs. offers archives transactions reduces size. date releases maintenance bugs, sdk-level affecting integrations. help latest release day day. frees work, catch-up review time, accumulate longer use. potential conflict point. remove using. store recommends storing computer. drives (especially wireless) cause performance problems supports stored server using single installation. connects account. works exist server. connections managed maintains separate links account instance. magiccarpet, installation needed regardless per conflicts. expect allows processed sequentially simultaneously. two accounts moment, queues other. file's completion independent block beyond natural sequencing. adding additional second add-ons tab. linking code present select “link account” enter code. switch approve prompt hold routes based something's quick diagnostic recent offline. \"magiccarpet asleep\" above. pings completed recently actual likely up, contention. mostly fine except customers invoices integrity. revoked. hangs hours completes adopt end-of-day sign-out routine. worked identify issue, email subscribersuccess@billergenie.com timestamps. troubleshooting focused flow. related articles page moving (magiccarpet)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:01.513Z","tag_names":["cancel schedule","export schedules csv","invoice schedule list","next run date","occurrences remaining","pause schedule","payment schedule list","recurring schedules list","running schedules","schedules report"],"answer_sample":"The Schedules report is your one-stop view of every recurring schedule on your ac","long_answer_sample":"The Schedules report is your one-stop view of every recurring schedule on your account — both Invoice Schedules (which auto-create new invoices on a cadence) and Payment Schedules (which auto-charge a stored payment method on a cadence, often as part of an approved payment plan). Use this report to spot anything that's run off the rails, to pause or","language_id":1,"id":3833021,"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":"schedules report one-stop view every recurring schedule account — invoice (which auto-create new invoices cadence) payment auto-charge stored method cadence, often part approved plan). use spot anything run rails, pause resume schedules, confirm coming next. find main menu, click reports \u0026gt; schedules. default shows running uncheck \"running only\" top right see including paused completed ones. column id internal id. open details. type (creates run) (charges run). typically attached plan. status (active will fire next due date), cancelled (paused via action fire), (ran configured number occurrences done). plan plan, links description free-text setup. customer belongs (only shown account-wide view; hidden viewing specific record). frequency daily, weekly, monthly. amount per-run amount. start date first run. charge / creation fire. azure-scheduled job runs approximately 800 1000 pm et today one windows. x y (z remaining) finite ∞ indefinite filtering searching checkbox (top right) defaults checked. include search box matches description, customer, frequency, useful finding know roughly charges. per-column filters grid header row. pausing (cancelling) schedule. schedule's flips (biller genie's ui uses \"cancelled\" label though technically underlying database state paused), future stop firing. resume, resume. next-run recompute based original cadence. editing edited place. change amount, schedule, existing create corrected settings. (the ones backing plans) edit details edit. creating dropdown page set charges method. retainers, deposits, subscriptions one-off recurring. requires add-on installed account. step-by-step. exporting export csv page. respects current running-only setting want file named schedules.xlsx. related articles pending plans storing methods","name":"Schedules: List View","votes":0,"is_published":true,"slug":"schedules-list-view","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/schedules-list-view?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"schedules report one-stop view every recurring schedule account — invoice (which auto-create new invoices cadence) payment auto-charge stored method cadence, often part approved plan). use spot anything run rails, pause resume schedules, confirm coming next. find main menu, click reports \u0026gt; schedules. default shows running uncheck \"running only\" top right see including paused completed ones. column id internal id. open details. type (creates run) (charges run). typically attached plan. status (active will fire next due date), cancelled (paused via action fire), (ran configured number occurrences done). plan plan, links description free-text setup. customer belongs (only shown account-wide view; hidden viewing specific record). frequency daily, weekly, monthly. amount per-run amount. start date first run. charge / creation fire. azure-scheduled job runs approximately 800 1000 pm et today one windows. x y (z remaining) finite ∞ indefinite filtering searching checkbox (top right) defaults checked. include search box matches description, customer, frequency, useful finding know roughly charges. per-column filters grid header row. pausing (cancelling) schedule. schedule's flips (biller genie's ui uses \"cancelled\" label though technically underlying database state paused), future stop firing. resume, resume. next-run recompute based original cadence. editing edited place. change amount, schedule, existing create corrected settings. (the ones backing plans) edit details edit. creating dropdown page set charges method. retainers, deposits, subscriptions one-off recurring. requires add-on installed account. step-by-step. exporting export csv page. respects current running-only setting want file named schedules.xlsx. related articles pending plans storing methods","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":"2026-03-05T15:57:14.000Z","tag_names":["last ping","last successful sync","magiccarpet offline","magic carpet sync issues","magiccarpet troubleshooting","qbd authentication unsuccessful","qbd not syncing","qbd sync errors","sync failed","tier 2 escalation"],"answer_sample":"Most MagicCarpet sync issues come down to one of three things: MagicCarpet isn't ","long_answer_sample":"Most MagicCarpet sync issues come down to one of three things: MagicCarpet isn't running, QuickBooks Desktop isn't open with the right company file, or the connection between the two needs to be re-authorized. This article walks through how to diagnose what's wrong and fix it. Step 1 — Check MagicCarpet status in Biller Genie Sign in to the Biller G","language_id":1,"id":3718545,"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":"magiccarpet sync issues come one three things running, quickbooks desktop open right company file, connection two needs re-authorized. article walks diagnose wrong fix it. step 1 — check status biller genie sign merchant portal. click add-ons select desktop. look last ping timestamp. minutes old, reaching genie. recent (within minute two), online. successful pings hours days something failing itself, connection. 2 confirm computer online make sure windows machine installed powered awake. laptops sleep mode break internet connectivity try opening web browser machine. icon system tray. hovering show \"magiccarpet online.\" shows offline missing, restart (next step). 3 machine, right-click tray choose exit. start menu, find genie, launch again. wait 30 seconds, portal timestamp refresh. 4 file running authorized time. closed, correct now moved renamed, may need watch application certificate dialog appear; approve initial setup. see connect . 5 trigger manual showing open, add-on page progress indicator. completes successfully, updates back business. fails, error message top page. use further. common messages mean asleep, off, stopped. (step 3). \"you must connected data.\" loaded. 4). \"sync progress.\" another running. couple normal large first syncs big files. \"version mismatch\" \"quickbooks sdk error\" magiccarpet's version match expects, installed. reinstall using latest installer contact support worked steps still reach subscribersuccess subscribersuccess@billergenie.com book call subscribersuccess.billergenie.com ready timestamps exact seeing (screenshot helps). edition (pro/premier/enterprise + year). whether moved, backed up/restored recently. related articles install invoice","name":"MagicCarpet Sync Troubleshooting for QuickBooks Desktop","votes":0,"is_published":true,"slug":"magiccarpet-sync-troubleshooting-for-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/magiccarpet-sync-troubleshooting-for-quickbooks-desktop?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"magiccarpet sync issues come one three things running, quickbooks desktop open right company file, connection two needs re-authorized. article walks diagnose wrong fix it. step 1 — check status biller genie sign merchant portal. click add-ons select desktop. look last ping timestamp. minutes old, reaching genie. recent (within minute two), online. successful pings hours days something failing itself, connection. 2 confirm computer online make sure windows machine installed powered awake. laptops sleep mode break internet connectivity try opening web browser machine. icon system tray. hovering show \"magiccarpet online.\" shows offline missing, restart (next step). 3 machine, right-click tray choose exit. start menu, find genie, launch again. wait 30 seconds, portal timestamp refresh. 4 file running authorized time. closed, correct now moved renamed, may need watch application certificate dialog appear; approve initial setup. see connect . 5 trigger manual showing open, add-on page progress indicator. completes successfully, updates back business. fails, error message top page. use further. common messages mean asleep, off, stopped. (step 3). \"you must connected data.\" loaded. 4). \"sync progress.\" another running. couple normal large first syncs big files. \"version mismatch\" \"quickbooks sdk error\" magiccarpet's version match expects, installed. reinstall using latest installer contact support worked steps still reach subscribersuccess subscribersuccess@billergenie.com book call subscribersuccess.billergenie.com ready timestamps exact seeing (screenshot helps). edition (pro/premier/enterprise + year). whether moved, backed up/restored recently. related articles install invoice","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-01-05T20:07:36.000Z","tag_names":["check add-on","check application","check capture vs processing","check destruction","check funding timeframe","check imaging","check overview","check processing","check scanner","electronic check deposit","magtek scanner","mobile check capture","paper check retention","rdc","reliafund","remote deposit capture"],"answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic depos","long_answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic deposits without going to the bank. Checks are imaged (with a mobile camera or a desktop check scanner), submitted electronically to the banking network, and applied as payments against your customers' invoices — or recorded as standalone transactions. This article explains ","language_id":1,"id":2353820,"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":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","name":"Check Processing Overview","votes":0,"is_published":true,"slug":"rdc-remote-deposit-capture-overview","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/rdc-remote-deposit-capture-overview?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-19T18:38:41.000Z","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=236871641","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":1368781,"account_id":12867,"created_at":"2024-02-21T14:44:19.000Z","tag_names":["purchases log","deals summary"],"answer_sample":"  The All Transactions Report contains a record for every payment that has been p","long_answer_sample":"  The All Transactions Report contains a record for every payment that has been processed through Biller Genie's invoicing platform (using your connected payment processing account). It will not contain transactions that were made via cash, paper check, or that were processed outside of Biller Genie.    You can access this report to: Confirm the det","language_id":1,"id":2421866,"last_published_date":"May 21st, 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":"  transactions report contains record every payment processed biller genie's invoicing platform (using connected processing account). will contain made via cash, paper check, outside genie.  can access confirm details transaction detach invoice  apply standalone invoice generate receipt refund void step 1 genie portal, navigate reports \u0026gt; 2 filter sort needed.  use ‘filter date’ narrow window occurred.  dropdown right toggle approved declined transactions. click funnel column value. search bar entering data have. invoice/sales attached, hyperlink quick documents.  3 id number open record. options customer name method take view expiration date delete number(s) associated applicable, ‘detach transaction’ unlink (this payment)  ‘attach link reverse sale, 'refund' 'void' button (biller allow whichever option currently available). 'email receipt' given change email address send ‘print receipt’ print pdf copy 4 'transaction details' expand see details. 5 (optional) ach transactions, ‘'show status logs’ display ('accepted') well clearing ('paid')","name":"All Transactions Report","votes":0,"is_published":true,"slug":"all-transactions-report","first_category":"Reports \u0026 Reconciliation","categories_display_for_views":"Reports \u0026 Reconciliation","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/all-transactions-report?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"  transactions report contains record every payment processed biller genie's invoicing platform (using connected processing account). will contain made via cash, paper check, outside genie.  can access confirm details transaction detach invoice  apply standalone invoice generate receipt refund void step 1 genie portal, navigate reports \u0026gt; 2 filter sort needed.  use ‘filter date’ narrow window occurred.  dropdown right toggle approved declined transactions. click funnel column value. search bar entering data have. invoice/sales attached, hyperlink quick documents.  3 id number open record. options customer name method take view expiration date delete number(s) associated applicable, ‘detach transaction’ unlink (this payment)  ‘attach link reverse sale, 'refund' 'void' button (biller allow whichever option currently available). 'email receipt' given change email address send ‘print receipt’ print pdf copy 4 'transaction details' expand see details. 5 (optional) ach transactions, ‘'show status logs’ display ('accepted') well clearing ('paid')","categories":{"current":{"id":1368781,"name":"Reports \u0026 Reconciliation","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T14:56:52.000Z","tag_names":["biller genie logo upload","brand color","branding setup","color picker hex","company color","customer portal branding","icon logo","invoice branding","logo","logo dimensions","logo preference","png logo","site primary color","square logo","wide logo"],"answer_sample":"Branded invoices and reminders build trust with your customers — they recognize t","long_answer_sample":"Branded invoices and reminders build trust with your customers — they recognize the email as legitimate, recognize your logo and color, and are more likely to act on it. Biller Genie's branding takes about five minutes to set up: upload one to two logos, pick a Site Primary Color, and you're done. Branding applies everywhere your customers see Bille","language_id":1,"id":1957809,"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":"branded invoices reminders build trust customers — recognize email legitimate, logo color, likely act it. biller genie's branding takes five minutes set upload one two logos, pick site primary done. applies everywhere see genie invoices, reminders, customer portal, hosted payment page, mobile receipt. lives control panel \u0026gt; branding. three slots wide, square, icon slots, used different places. wide most-used bare minimum. square work aspect ratio, use app. slot recommended dimensions shows 500 × 100 (51 ratio), png reminder emails, portal header, page header (11 places select \"use square\" preference setting (good real-world circular rectangular) 100, app (the next business name receipts phone) file format size tips png. jpegs keeps transparent background, looks better colored headers. match dimensions. built-in cropper, starting correctly-sized gives best result. wider 51 (very narrow), letterbox sides; narrower, top bottom. white light backgrounds best. headers light-colored. dark background safest combination. keep reasonable. 200 kb plenty bigger files slow opens portal. uploading step 1. navigate 2. want fill (wide / icon), click choose image. 3. slider crop fit inside preview box, upload. immediately refresh tab another window live. uploaded logo, lets uses page. (default) good modern especially text-heavy ones. badge, monogram, stacked design read well ratio. governed always regardless. color accent call-to-action buttons big pay now button portal), invoice header. company input field. using four methods type hex code (e.g. #265074) easiest know brand's spec. enter rgb values. hsv drag picker visually. ok picker, update save. enough contrast text. text color. yellows pale colors will make hard read. aim medium-dark website visual identity. websites publish brand style guide can pull free like colorzilla. red unless actually red-themed. associate errors. businesses look trustworthy blue, green, teal, neutral. pdfs (or square) every send. bar, button. top-left action buttons. receipt name. sender emails comes custom domain configuration, domains . related articles configure general settings writing effective","name":"Branding Setup","votes":0,"is_published":true,"slug":"branding-setup","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/branding-setup?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"branded invoices reminders build trust customers — recognize email legitimate, logo color, likely act it. biller genie's branding takes five minutes set upload one two logos, pick site primary done. applies everywhere see genie invoices, reminders, customer portal, hosted payment page, mobile receipt. lives control panel \u0026gt; branding. three slots wide, square, icon slots, used different places. wide most-used bare minimum. square work aspect ratio, use app. slot recommended dimensions shows 500 × 100 (51 ratio), png reminder emails, portal header, page header (11 places select \"use square\" preference setting (good real-world circular rectangular) 100, app (the next business name receipts phone) file format size tips png. jpegs keeps transparent background, looks better colored headers. match dimensions. built-in cropper, starting correctly-sized gives best result. wider 51 (very narrow), letterbox sides; narrower, top bottom. white light backgrounds best. headers light-colored. dark background safest combination. keep reasonable. 200 kb plenty bigger files slow opens portal. uploading step 1. navigate 2. want fill (wide / icon), click choose image. 3. slider crop fit inside preview box, upload. immediately refresh tab another window live. uploaded logo, lets uses page. (default) good modern especially text-heavy ones. badge, monogram, stacked design read well ratio. governed always regardless. color accent call-to-action buttons big pay now button portal), invoice header. company input field. using four methods type hex code (e.g. #265074) easiest know brand's spec. enter rgb values. hsv drag picker visually. ok picker, update save. enough contrast text. text color. yellows pale colors will make hard read. aim medium-dark website visual identity. websites publish brand style guide can pull free like colorzilla. red unless actually red-themed. associate errors. businesses look trustworthy blue, green, teal, neutral. pdfs (or square) every send. bar, button. top-left action buttons. receipt name. sender emails comes custom domain configuration, domains . related articles configure general settings writing effective","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-16T13:11:26.000Z","tag_names":["apply payment to invoice","invoice payment guardrails","attach transaction","detach transaction","deposit before invoice","standalone transaction attach","virtual terminal deposit","payment page deposit","manually attach payment","reassign payment biller genie","attach customer mismatch","when not to use attach detach","sync queue diagnose"],"answer_sample":"Biller Genie has Attach and Detach actions on every transaction. They let you man","long_answer_sample":"Biller Genie has Attach and Detach actions on every transaction. They let you manually associate a one-time payment with an invoice, or disassociate one. Both are last-resort tools. The accounting-software sync is the right place to fix invoice/payment mismatches in almost every case — this article exists for the small number of situations where dir","language_id":1,"id":1957669,"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":"biller genie attach detach actions every transaction. let manually associate one-time payment invoice, disassociate one. last-resort tools. accounting-software sync right place fix invoice/payment mismatches almost case — article exists small number situations direct attach/detach genuinely move, steer away isn't. use sparingly. manual bypass normal flow can leave accounting software disagreeing paid. reaching either action, read section instead. using want paid invoice without first running software, better path take deposit apply later see \"the attach\" below. deposit, cleanest attaching transaction deposit-then-invoice workflow collect customer (a retainer, upfront amount) corresponding exists. records standalone later, work done generated sitting unattached action link two. initial virtual terminal process directly genie's in-person phone-taken payment. hosted page send capture requiring invoice. produces genie. eventually shows (synced created manually), open click came showing open, always attach. check stuck queue error resolve will correctly own. pending status waiting ach/check settlement wait it'll automatically funded. applied different help source-of-truth qbo/xero wrong association. fallback diagnosis confirms never auto-match enqueued narrow limited one legitimate scenario need perform currently associated another record, intend record resulting entry manually. example refund blocked still attached partially payment, refund, adjustment systems reflect state. now-deleted free handle situation outside sync. just \"this invoice,\" (delete propagate). detach-then-re-attach inside creates window two disagree, may reconcile cleanly. step 1. go reports \u0026gt; transactions search id. 2. found, offers option it. 3. pick confirm select correct drop-down list validates amount (it must less equal balance unless partial payments allowed exactly balance) enqueues push back via queue. flips now unattached, reverts invoice's history. remember undo pushed software. reversal qbo/xero/qbd. guardrails enforces merchant account. validation exceed remaining (biller subtracts un-funded checking). funded-only non-ach funded attached. ach pending; rejected voided blocked. customer-match enforce transaction's matches customer. technically a's b's careful feature, missing guardrail. bulk pay restriction part group detached individually. plan tied separate handling accept attach/detach. related articles marked history outbound timeline activity","name":"Attaching and Detaching Transactions","votes":0,"is_published":true,"slug":"attach-invoice-to-transaction","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/attach-invoice-to-transaction?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"biller genie attach detach actions every transaction. let manually associate one-time payment invoice, disassociate one. last-resort tools. accounting-software sync right place fix invoice/payment mismatches almost case — article exists small number situations direct attach/detach genuinely move, steer away isn't. use sparingly. manual bypass normal flow can leave accounting software disagreeing paid. reaching either action, read section instead. using want paid invoice without first running software, better path take deposit apply later see \"the attach\" below. deposit, cleanest attaching transaction deposit-then-invoice workflow collect customer (a retainer, upfront amount) corresponding exists. records standalone later, work done generated sitting unattached action link two. initial virtual terminal process directly genie's in-person phone-taken payment. hosted page send capture requiring invoice. produces genie. eventually shows (synced created manually), open click came showing open, always attach. check stuck queue error resolve will correctly own. pending status waiting ach/check settlement wait it'll automatically funded. applied different help source-of-truth qbo/xero wrong association. fallback diagnosis confirms never auto-match enqueued narrow limited one legitimate scenario need perform currently associated another record, intend record resulting entry manually. example refund blocked still attached partially payment, refund, adjustment systems reflect state. now-deleted free handle situation outside sync. just \"this invoice,\" (delete propagate). detach-then-re-attach inside creates window two disagree, may reconcile cleanly. step 1. go reports \u0026gt; transactions search id. 2. found, offers option it. 3. pick confirm select correct drop-down list validates amount (it must less equal balance unless partial payments allowed exactly balance) enqueues push back via queue. flips now unattached, reverts invoice's history. remember undo pushed software. reversal qbo/xero/qbd. guardrails enforces merchant account. validation exceed remaining (biller subtracts un-funded checking). funded-only non-ach funded attached. ach pending; rejected voided blocked. customer-match enforce transaction's matches customer. technically a's b's careful feature, missing guardrail. bulk pay restriction part group detached individually. plan tied separate handling accept attach/detach. related articles marked history outbound timeline activity","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T17:00:10.000Z","tag_names":["biller genie email templates","customize invoice email","dbaname merge tag","email delivery best practices","email template best practices","invoice messenger","invoice number merge tag","invoice reminder emails","merge tags","new invoice template","paid invoice template","reminder customization","spam filter avoidance","subject line best practices","transactional email"],"answer_sample":"Biller Genie's default invoice email templates are tuned for deliverability — sho","long_answer_sample":"Biller Genie's default invoice email templates are tuned for deliverability — short, transactional subject lines and clean message bodies that look like the legitimate transactional email they are, not a marketing blast. When you customize the templates, the choices you make affect whether your customer's email provider routes the message to the inb","language_id":1,"id":3686047,"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":"biller genie's default invoice email templates tuned deliverability — short, transactional subject lines clean message bodies look like legitimate are, marketing blast. customize templates, choices make affect whether customer's provider routes inbox junk folder. article covers genie sends, good bad customization looks like, confirm changes still deliver. heads up. caps, lots !!!, words \"limited time offer\" trigger spam filters google workspace, microsoft 365, corporate gateways. avoid patterns purpose. bigger change make, higher chance lands spam. live editable inside two add-ons send behalf \u0026gt; messenger \"new invoice,\" \"paid manually-sent \"invoice\" templates. reminders \"invoice reminders\" sent schedules. template line body fields, plus header comes branding setup. lifecycle stage sends new automatically created synced accounting software. (manual send) demand click \"email\" invoice. separately can craft personal voice one-offs. based reminder schedule rules configured (days before/after due date, cadence, escalation tone). paid marked confirms customer received payment. best practices keep short 40–60 characters sweet spot. anything longer gets truncated mobile. include number match specific reference business name using {dbaname} merge tag customers recognize sender sight. use neutral, language \"invoice,\" \"payment receipt,\" \"statement,\" \"reminder.\" solid examples #{invoicenumber} excessive punctuation , $$$. caps acronym brand name. emojis friendly ones. emails them. urgency/sales \"act now,\" \"final notice,\" time,\" \"must open.\" (will hurt deliverability) pay now!!! final notice – act fast must open immediately providers analyze text. apply transactional, promotional. professional invoice-focused. lead (\"this for...\") rather warming language. standard capitalization. large blocks bold colored extra links. now button call action adding links (social media, marketing) reduces focus filters. limit repeated urgency keywords (e.g., \"overdue overdue overdue\"). one mention fine; piling flagged. want upsell share news, separate tool top template. useful tags supports bodies. most-used inserts {invoicenumber} invoice's 1024) (as displayed genie) {customername} display {invoicetotal} amount (formatted currency) {duedate} date {paymentlink} unique payment link picker editor see full list available account. defaults recommended years real-world delivery data shaped align practices. pass common spam-filter sender-reputation checks. deliver consistently across recognized major b2b mail billing email. lightly business's tone voice, add thank-you line, swap \"statement\" industry calls underlying structure intact. testing go test address (gmail, outlook, yahoo control). mirrors real sees. landed inbox, promotions. check rendered correctly (no leftover text). resolves hosted page. wait 24 hours, window delivers right. customized starts landing spam, revert previous wording. original subject/body note (or run view history it) roll back. related articles custom domains troubleshooting setup configure general settings","name":"Writing Effective Invoice Reminder Emails","votes":0,"is_published":true,"slug":"email-delivery-best-practices-for-subject-lines-and-content","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/email-delivery-best-practices-for-subject-lines-and-content?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's default invoice email templates tuned deliverability — short, transactional subject lines clean message bodies look like legitimate are, marketing blast. customize templates, choices make affect whether customer's provider routes inbox junk folder. article covers genie sends, good bad customization looks like, confirm changes still deliver. heads up. caps, lots !!!, words \"limited time offer\" trigger spam filters google workspace, microsoft 365, corporate gateways. avoid patterns purpose. bigger change make, higher chance lands spam. live editable inside two add-ons send behalf \u0026gt; messenger \"new invoice,\" \"paid manually-sent \"invoice\" templates. reminders \"invoice reminders\" sent schedules. template line body fields, plus header comes branding setup. lifecycle stage sends new automatically created synced accounting software. (manual send) demand click \"email\" invoice. separately can craft personal voice one-offs. based reminder schedule rules configured (days before/after due date, cadence, escalation tone). paid marked confirms customer received payment. best practices keep short 40–60 characters sweet spot. anything longer gets truncated mobile. include number match specific reference business name using {dbaname} merge tag customers recognize sender sight. use neutral, language \"invoice,\" \"payment receipt,\" \"statement,\" \"reminder.\" solid examples #{invoicenumber} excessive punctuation , $$$. caps acronym brand name. emojis friendly ones. emails them. urgency/sales \"act now,\" \"final notice,\" time,\" \"must open.\" (will hurt deliverability) pay now!!! final notice – act fast must open immediately providers analyze text. apply transactional, promotional. professional invoice-focused. lead (\"this for...\") rather warming language. standard capitalization. large blocks bold colored extra links. now button call action adding links (social media, marketing) reduces focus filters. limit repeated urgency keywords (e.g., \"overdue overdue overdue\"). one mention fine; piling flagged. want upsell share news, separate tool top template. useful tags supports bodies. most-used inserts {invoicenumber} invoice's 1024) (as displayed genie) {customername} display {invoicetotal} amount (formatted currency) {duedate} date {paymentlink} unique payment link picker editor see full list available account. defaults recommended years real-world delivery data shaped align practices. pass common spam-filter sender-reputation checks. deliver consistently across recognized major b2b mail billing email. lightly business's tone voice, add thank-you line, swap \"statement\" industry calls underlying structure intact. testing go test address (gmail, outlook, yahoo control). mirrors real sees. landed inbox, promotions. check rendered correctly (no leftover text). resolves hosted page. wait 24 hours, window delivers right. customized starts landing spam, revert previous wording. original subject/body note (or run view history it) roll back. related articles custom domains troubleshooting setup configure general settings","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":"2024-02-15T17:51:54.000Z","tag_names":["allow partial payments check","biller genie native invoice","check amount validation","check invoice matching","check search criteria","check sync accounting","match check to invoice","multi-invoice check","partial payments check","processing a check","qbo check sync","quickbooks check","standalone check","standalone check transaction","virtual terminal check","xero check sync"],"answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit","long_answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit Capture (RDC), it sits in the Add-On view waiting to be processed. Processing means matching the captured check to a specific invoice — or recording it as a standalone transaction not tied to an invoice — and submitting the payment to the banking network. This article ","language_id":1,"id":2410793,"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":"check captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","name":"Processing a Check: Matching, Standalone, and Sync","votes":0,"is_published":true,"slug":"processing-a-check","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/processing-a-check?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"check captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:50.082Z","tag_names":["detach payment balance","invoice balance mismatch","invoice not closing","invoice paid in qbo not bg","invoice paid still open","partial payment invoice open","payment not synced biller genie","pending ach attached invoice","reconcile invoice biller genie","technology fee pending"],"answer_sample":"An invoice that's marked \"Paid\" in your accounting software but still shows as Op","long_answer_sample":"An invoice that's marked \"Paid\" in your accounting software but still shows as Open (or partial balance) in Biller Genie is one of the most common reconciliation puzzles. There are several specific causes — this article walks through them in the order you should check. Step 1: Confirm the actual state Open the invoice in Biller Genie. Note the Balan","language_id":1,"id":3826876,"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":"invoice marked \"paid\" accounting software still shows open (or partial balance) biller genie one common reconciliation puzzles. several specific causes — article walks order check. step 1 confirm actual state genie. note balance remaining, status, payment rows timeline . (qbo, qbd, xero) applied payments. mismatch will usually fall patterns below. 2 check sync queues answer working time, queues. paid open, good chance related line item like late fee technology fee) sitting error message tells exactly wrong. queue history payments back. search transaction id. listed, desc column fix (deleted invoice, closed period, expired connection, etc.). outbound items (late fees, returned-check fees) added existing accounting-software invoice. stuck can change total way makes show different balances. find either queue, underlying issue per next cycle reconcile everything automatically. continue cause pending ach attached funded yet symptom check) amount $x. unchanged. take 3-5 business days settle. funding window, records invoice's reduce reject. software, hand, may bookkeeper manually. resolution wait. settles, mark push back software. rejects, stays reminders resume (you'll see rejection entry rejected transactions report ). (surcharge / dual-pricing synced paiddate set balanceremaining negative. internally calls \"paid balance.\" customer credit card fees (surcharging dual pricing) enabled, gets runs separately. confirms fee, math looks off. wait sync. automatically reconciles item. 3 (because check, cash, external qbo/qbd/xero). timeline. syncs invoices periodically. lag qbo/xero picks hour, longer issue. trigger manual add-ons \u0026gt; minutes. showing genie, errors (reports errors) failed records. enabled email notification, received alert stale configure general settings 4 previously-applied detached detach #x #y. status. someone team (likely re-attach invoice). detaching reverses goes cleared. correct apply new original applicable. attaching 5 voided refunded $x voided, refunded, detached. reversed. restores clears paiddate. void/refund intentional. so, need collection action unintentional, contact support@billergenie.com 6 \"partially paid,\" less total. reduced balance. designed reduces close remaining 7 wrong paid. open. looking customer's invoices, overpaid unexpected applied) money landed. one. ruled persists, number, name, shows, shows. audit identify exact gap. articles activity reject codes","name":"An Invoice Is Marked Paid but Still Shows Open","votes":0,"is_published":true,"slug":"invoice-marked-paid-but-still-shows-open","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/invoice-marked-paid-but-still-shows-open?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"invoice marked \"paid\" accounting software still shows open (or partial balance) biller genie one common reconciliation puzzles. several specific causes — article walks order check. step 1 confirm actual state genie. note balance remaining, status, payment rows timeline . (qbo, qbd, xero) applied payments. mismatch will usually fall patterns below. 2 check sync queues answer working time, queues. paid open, good chance related line item like late fee technology fee) sitting error message tells exactly wrong. queue history payments back. search transaction id. listed, desc column fix (deleted invoice, closed period, expired connection, etc.). outbound items (late fees, returned-check fees) added existing accounting-software invoice. stuck can change total way makes show different balances. find either queue, underlying issue per next cycle reconcile everything automatically. continue cause pending ach attached funded yet symptom check) amount $x. unchanged. take 3-5 business days settle. funding window, records invoice's reduce reject. software, hand, may bookkeeper manually. resolution wait. settles, mark push back software. rejects, stays reminders resume (you'll see rejection entry rejected transactions report ). (surcharge / dual-pricing synced paiddate set balanceremaining negative. internally calls \"paid balance.\" customer credit card fees (surcharging dual pricing) enabled, gets runs separately. confirms fee, math looks off. wait sync. automatically reconciles item. 3 (because check, cash, external qbo/qbd/xero). timeline. syncs invoices periodically. lag qbo/xero picks hour, longer issue. trigger manual add-ons \u0026gt; minutes. showing genie, errors (reports errors) failed records. enabled email notification, received alert stale configure general settings 4 previously-applied detached detach #x #y. status. someone team (likely re-attach invoice). detaching reverses goes cleared. correct apply new original applicable. attaching 5 voided refunded $x voided, refunded, detached. reversed. restores clears paiddate. void/refund intentional. so, need collection action unintentional, contact support@billergenie.com 6 \"partially paid,\" less total. reduced balance. designed reduces close remaining 7 wrong paid. open. looking customer's invoices, overpaid unexpected applied) money landed. one. ruled persists, number, name, shows, shows. audit identify exact gap. articles activity reject codes","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-30T21:55:44.046Z","tag_names":["pending transactions report","in-flight ach","ach pending","ach origination","ach status log","track ach payment","ach received status","ach accepted status","ach still settling","why is invoice unpaid in quickbooks ach","reminders paused ach","late fees paused ach","ach payment timeline","ach 3 to 5 business days","is my ach payment stuck","biller genie pending report"],"answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction ","long_answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction that's currently in flight — submitted to the banking network but not yet settled. This article explains what the report tracks, what the status values mean, what happens to invoice reminders and late fees while a payment is pending, and what changes when the transactio","language_id":1,"id":3832733,"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":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","name":"Pending Transactions Report","votes":0,"is_published":true,"slug":"pending-transactions-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/pending-transactions-report?from_search=236871641","host":"https://helpcenter.billergenie.com","body_txt":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}}]