[{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:49.289Z","tag_names":["customer says no invoice","diagnose invoice delivery","inactive customer no reminders","invoice delivery indicator","invoice email bounce","invoice email not received","invoice email troubleshoot","invoice not sending","invoice sent log","opted out reminders","reminder not sending","was invoice emailed"],"answer_sample":"\"My customer says they never received the invoice.\" It's the most common support ","long_answer_sample":"\"My customer says they never received the invoice.\" It's the most common support question in any AR workflow. This article gives you a structured way to confirm whether the email actually went out, and if it didn't, what the likely reason is. Most cases resolve in under 5 minutes once you know where to look. Step 1: Check the Invoice Timeline Open t","language_id":1,"id":3826875,"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":"\"my customer says never received invoice.\" common support question ar workflow. article gives structured way confirm whether email actually went out, didn't, likely reason is. cases resolve 5 minutes know look. step 1 check invoice timeline open scroll timeline. looking two types entries reminder sent — \"[reminder type]\" sent. one corresponds outbound email. / click bounce telemetry comes provider (mailjet) tells happened send. state happening sends present, opens/clicks present opened it. sometimes customers genuinely forget gentle works. opens, bounces landed spam junk. see deliverability troubleshooting . search \"biller genie\" business name folder. hard address bad. fix customer's record. conflicts soft mailbox full, server temporarily unavailable, similar. biller genie will retry next cycle. persists, treat like bounce. (no entries) out. continue 2. 2 order 1. file primary field blank, report add email; scheduled go active inactive receive reminders, statements, receipts (unless account send messages enabled control panel \u0026gt; settings). reactivate setting. 3. opted reminders look detail. \"excluded reminders\" indicator, point. show excluded entry. opt resume invoice. 4. disabled turned level maybe per-customer override vip, \"do contact\" arrangement. tab every channel toggled off, gets regardless level. 5. billed parent bill on, governed settings own. parent's configuration flowing parent. 6. \"reminders skip\" window fire schedule (x days before/after due date, cadence) configured add-ons reminders. invoice's date far future upcoming-payment configured, simply yet. cadence scheduled. 7. still pending yet synced brand-new invoices created accounting software typically take sync genie. sync, first follows immediate \"you new invoice!\" unless messenger creation. forcing right now want immediately without waiting use detail page. ad-hoc goes cc emails file. lets optionally recipient additional cc. attach extra (up 5mb; pdf, doc, docx, txt, xls, xlsx, jpg, png). logs reminder. manually stuck checked sending, contact support@billergenie.com number expecting approximate date/time team can pull mailjet delivery log attempted, delivered, bounced, blocked. related articles activity history missing","name":"Invoice Email Delivery: Confirm What Was Sent and Diagnose What Wasn’t","votes":0,"is_published":true,"slug":"my-invoices-are-not-sending-diagnose","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/my-invoices-are-not-sending-diagnose?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"\"my customer says never received invoice.\" common support question ar workflow. article gives structured way confirm whether email actually went out, didn't, likely reason is. cases resolve 5 minutes know look. step 1 check invoice timeline open scroll timeline. looking two types entries reminder sent — \"[reminder type]\" sent. one corresponds outbound email. / click bounce telemetry comes provider (mailjet) tells happened send. state happening sends present, opens/clicks present opened it. sometimes customers genuinely forget gentle works. opens, bounces landed spam junk. see deliverability troubleshooting . search \"biller genie\" business name folder. hard address bad. fix customer's record. conflicts soft mailbox full, server temporarily unavailable, similar. biller genie will retry next cycle. persists, treat like bounce. (no entries) out. continue 2. 2 order 1. file primary field blank, report add email; scheduled go active inactive receive reminders, statements, receipts (unless account send messages enabled control panel \u0026gt; settings). reactivate setting. 3. opted reminders look detail. \"excluded reminders\" indicator, point. show excluded entry. opt resume invoice. 4. disabled turned level maybe per-customer override vip, \"do contact\" arrangement. tab every channel toggled off, gets regardless level. 5. billed parent bill on, governed settings own. parent's configuration flowing parent. 6. \"reminders skip\" window fire schedule (x days before/after due date, cadence) configured add-ons reminders. invoice's date far future upcoming-payment configured, simply yet. cadence scheduled. 7. still pending yet synced brand-new invoices created accounting software typically take sync genie. sync, first follows immediate \"you new invoice!\" unless messenger creation. forcing right now want immediately without waiting use detail page. ad-hoc goes cc emails file. lets optionally recipient additional cc. attach extra (up 5mb; pdf, doc, docx, txt, xls, xlsx, jpg, png). logs reminder. manually stuck checked sending, contact support@billergenie.com number expecting approximate date/time team can pull mailjet delivery log attempted, delivered, bounced, blocked. related articles activity history missing","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=235633505","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":1369273,"account_id":12867,"created_at":"2023-05-15T19:02:46.000Z","tag_names":["customer portal","using customer portal","customer portal sign up","customer portal login","customer portal troubleshooting","portal access","pay invoice online","save card on file","customer self service","portal branding"],"answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of ","long_answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of your customers. When they receive an invoice, the email contains a button that opens the portal, where they can view what they owe, pay it, save a card on file, set up autopay, request a payment plan, and download receipts and statements. This article explains what the ","language_id":1,"id":1956892,"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":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","name":"Using the Customer Portal","votes":0,"is_published":true,"slug":"using-the-customer-portal","first_category":"The Customer Portal","categories_display_for_views":"The Customer Portal","parent_categories":[1369273],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customer-portal/using-the-customer-portal?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","categories":{"current":{"id":1369273,"name":"The Customer Portal","url":"/customer-portal"}},"category_param":"customer-portal"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-05-22T17:30:54.960Z","tag_names":["autopay receipt","customer receipt","email merchant receipts","merchant receipt","multiple recipient receipts","paid invoice email","receipt branding","receipt for ach","receipts biller genie","receipt timing","resend receipt","route receipts to accountant","send receipts","suppress receipts","transaction receipt"],"answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer r","long_answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer receipt (the person who paid) and a merchant receipt (your own staff inbox). Whether each one actually goes out is controlled by three independent toggles. This article walks through the toggles, when receipts fire, and how to route them. When receipts fire Receipts fire","language_id":1,"id":3826882,"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":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time — moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal wait funding. ach takes 3–5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls org level panel \u0026gt; settings \"email receipts\" copy ever account. record \"send specific gets receipt. per form receipt\" checkbox sends (overrides customer-level setting downward suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons list receives routing inboxes native way send inbox example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression e.g., refunding duplicate charge notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template differences salutation. sender's name come custom domain , envelope better deliverability trust. scenarios \"this open off. will still receive reminders (a type) post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says get order checked ask spam/junk search \"biller genie\" inbox. missing, see troubleshooting support@billergenie.com name, date, amount pull mailjet delivery log. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","name":"Receipts in Biller Genie — Customer and Merchant Copy","votes":0,"is_published":true,"slug":"receipts-customer-and-merchant-copy","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/receipts-customer-and-merchant-copy?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time — moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal wait funding. ach takes 3–5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls org level panel \u0026gt; settings \"email receipts\" copy ever account. record \"send specific gets receipt. per form receipt\" checkbox sends (overrides customer-level setting downward suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons list receives routing inboxes native way send inbox example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression e.g., refunding duplicate charge notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template differences salutation. sender's name come custom domain , envelope better deliverability trust. scenarios \"this open off. will still receive reminders (a type) post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says get order checked ask spam/junk search \"biller genie\" inbox. missing, see troubleshooting support@billergenie.com name, date, amount pull mailjet delivery log. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T16:33:38.000Z","tag_names":["185.189.236.0","185.211.120.0","185.250.236.0","2fa email not arriving","87.253.232.0","allowlist biller genie","biller genie emails missing","biller genie sending ip ranges","email deliverability","email not received","godaddy advanced email security","google workspace allowlist","ip-based filtering","mailjet ip allowlist","merchant receipt missing","microsoft 365 allowlist","office 365 spam","proofpoint mimecast barracuda","spam filter","squarespace email allowlist","whitelist biller genie ips"],"answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't r","long_answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't reaching you or your customers, the most common cause is your email provider's spam filter rejecting or quarantining the mail before delivery. This article walks through how to recognize an IP-based delivery problem, how to allowlist Biller Genie's sending IPs at the maj","language_id":1,"id":3686011,"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 invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","name":"Email Deliverability Troubleshooting","votes":0,"is_published":true,"slug":"allowlisting-biller-genie-ips-by-email-provider","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/allowlisting-biller-genie-ips-by-email-provider?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","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":"2023-05-15T18:06:44.000Z","tag_names":["autopay attempt log","detach payment timeline","email opened invoice","invoice activity","invoice event log","invoice history","invoice opt out reminders","invoice timeline","mailjet open click","reminder sent log","when was invoice sent","who paid invoice"],"answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything ","long_answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything that's happened to it: payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay attempts, manual notes, and email opens and clicks. The Timeline is the first place to look when you need to answer \"what happened with this invoice?\" — fo","language_id":1,"id":1956817,"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":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","name":"Invoice Timeline and Activity History","votes":0,"is_published":true,"slug":"view-invoice-timeline","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/view-invoice-timeline?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2023-05-16T14:44:49.000Z","tag_names":["add email customer","biller genie email conflicts","customer missing email","customer no email open invoice","email conflicts","email conflicts report","ignore conflicts","paper-only customer","sub-customer email inherit parent","walk-in customer no email"],"answer_sample":"Biller Genie's automation runs on email — invoices, reminders, receipts, and paym","long_answer_sample":"Biller Genie's automation runs on email — invoices, reminders, receipts, and payment links all reach your customers by email. When a customer record doesn't have an email address but does have an open invoice, that customer effectively sits silently on your A/R with no way for Biller Genie to chase them. The Email Conflicts report surfaces every cus","language_id":1,"id":1957791,"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 automation runs email — invoices, reminders, receipts, payment links reach customers email. customer record address open invoice, effectively sits silently a/r way genie chase them. conflicts report surfaces every state one place can fix batches, explicitly mark \"i'll never customer\" stop appearing list. \"email conflicts\" actually flags appears three true customer's primary field blank (no file all). least invoice remaining balance. ignore toggle (you marked \"skip list\"). invoices either, appear list missing actively blocking collection. flag. specifically flag duplicates (same multiple customers), mismatches accounting software, bounced emails, whose emails rejected inbox. delivery-side issues, see deliverability troubleshooting . find reports \u0026gt; main menu. page two grids need added. ignored intentionally \"no expected\" via toggle. adding directly fastest path navigate time. grid, customer. actions column, click add enter add. updates immediately, drops list, next scheduled reminder will go new change syncs back software sync cycle. sub-customer prompt (a job quickbooks, parent), parent file, modal offer reuse parent's instead. common case parent/sub setups time person pays right contact sub. use copy it; type different contact. ignoring genuinely walk-in cash customers, team contacts phone paper mail, internal-billing-only accounts sent real recipient. those, report. moves grid stays there. ever later, independent want re-included active (or remove circumstances change). default paper-only filling one, flip customers. control panel defaults, scroll toggle, set on, save defaults added point forward start matches reality. default-off setting (the out-of-the-box behavior) businesses know fixing matters it. reminders (there's recipient). statements reason. paid mail (and add-on enabled), still side. autopay (if configured) attempts run. practically, email-only unchased weekly review healthy habit ar team. get practical ways collect call reliable high-value accounts. happy give receiving reminders. check software. might quickbooks/xero synced wrong field). source system tools use. crm, scheduling e-signature systems often doesn't. make required intake forms going gap stops growing. related articles cc recipients global sub","name":"Email Conflicts: Customers Missing an Email Address","votes":0,"is_published":true,"slug":"solve-email-conflicts","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/solve-email-conflicts?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's automation runs email — invoices, reminders, receipts, payment links reach customers email. customer record address open invoice, effectively sits silently a/r way genie chase them. conflicts report surfaces every state one place can fix batches, explicitly mark \"i'll never customer\" stop appearing list. \"email conflicts\" actually flags appears three true customer's primary field blank (no file all). least invoice remaining balance. ignore toggle (you marked \"skip list\"). invoices either, appear list missing actively blocking collection. flag. specifically flag duplicates (same multiple customers), mismatches accounting software, bounced emails, whose emails rejected inbox. delivery-side issues, see deliverability troubleshooting . find reports \u0026gt; main menu. page two grids need added. ignored intentionally \"no expected\" via toggle. adding directly fastest path navigate time. grid, customer. actions column, click add enter add. updates immediately, drops list, next scheduled reminder will go new change syncs back software sync cycle. sub-customer prompt (a job quickbooks, parent), parent file, modal offer reuse parent's instead. common case parent/sub setups time person pays right contact sub. use copy it; type different contact. ignoring genuinely walk-in cash customers, team contacts phone paper mail, internal-billing-only accounts sent real recipient. those, report. moves grid stays there. ever later, independent want re-included active (or remove circumstances change). default paper-only filling one, flip customers. control panel defaults, scroll toggle, set on, save defaults added point forward start matches reality. default-off setting (the out-of-the-box behavior) businesses know fixing matters it. reminders (there's recipient). statements reason. paid mail (and add-on enabled), still side. autopay (if configured) attempts run. practically, email-only unchased weekly review healthy habit ar team. get practical ways collect call reliable high-value accounts. happy give receiving reminders. check software. might quickbooks/xero synced wrong field). source system tools use. crm, scheduling e-signature systems often doesn't. make required intake forms going gap stops growing. related articles cc recipients global sub","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-02-11T20:16:00.000Z","tag_names":["abr","automatic batch reconciliation","commodity code","display line item groups","item mapping","last sync notification","po number field","qbo add-on settings","qbo disconnect","qbo full resync","qbo sync page","quickbooks online sync settings","refund readiness","sync cc emails","webhooks auto sync"],"answer_sample":"The Biller Genie QuickBooks Online add-on page is where you check connection stat","long_answer_sample":"The Biller Genie QuickBooks Online add-on page is where you check connection status, run manual syncs, adjust sync behavior, and remap items between Biller Genie and QuickBooks Online. This article walks through every setting and action on that page. For the broader picture of how the QuickBooks Online integration works, see How to Connect QuickBook","language_id":1,"id":3688642,"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 online add-on page check connection status, run manual syncs, adjust sync behavior, remap items online. article walks every setting action page. broader picture integration works, see connect . find merchant portal, click add-ons \u0026gt; (if it, installed via marketplace.) organized three main panels setup, latest results, settings (plus default commodity code panel item mapping underneath). setup — connect, disconnect, top shows current state gives actions connected company name currently syncing with. confirm matches expect working with, especially manage multiple organizations one intuit login. button kicks immediate sync. useful just made change want appear right away rather waiting next webhook scheduled disconnect revokes oauth authorization stops confirmation modal warning payments \"disconnecting\" below. support links quick genie's documentation contact form. disconnected yet (or previously disconnected), green instead. clicking intuit's flow. full walkthrough. results panel, real-time information recent attempt date last completed, displayed local time. timestamp hours days old, something may wrong connection. status outcome (success message, partial result, specific error). failed, error message appears usually fastest pointer root cause. fields update automatically webhook-triggered, scheduled, manual. trigger watch section result. six configurable options. changing them, save bottom panel. webhooks auto controls whether notifies changes occur. supports natively, fundamentally different desktop model polling interval configure. yes (recommended) updates. sends time customer invoice changes, syncs within seconds. pauses automatic syncing. manually whenever pulled in. merchants leave set yes; turn troubleshooting pausing data cleanup. cc emails email addresses stored pushed enabled, configured flow primary field matching record invoice-level recipients, permanent customer's email. (default) updates match genie. leaves untouched. customer-side overwritten primary-email update, invoice-cc record, turning overwrites behavior inside without no. display line groups (bundles) grouped (called bundles online) invoices bundle individually amount. shown; underlying hidden. use \"menu pricing\" (where components) yes. packaging item) custom transaction numbers uses online's numbering lets auto-generate numbers. keeps consistent two systems. let organization references communications systems need genie, successful notification (days) sets can pass early interrupted revoked token, expired authorization, accidental disconnection. sensible merchants. lower alerted faster; 0 disable entirely (not recommended). po number choose maps invoices. dropdown lists defined pick team reads value surfaces + reports. separate form unspsc applied posts qualify cedp (commercial electronic program) interchange optimization b2b card transactions. process commercial government-issued credit card, networks offer significantly reduced rates includes level 2 / 3 valid required line-item fields. items, transactions cards standard (higher) rate. dropdown. search best sell description. select code, save. applies across categories, represents majority invoices; override individual needed. worth think take (corporate, business, purchasing, government) show unexpectedly portfolios leaving savings table. one-time configuration pays system chart accounts. include things like late fees, technology surcharges, refunds. works item, corresponding name. associated income accounts choices account receive postings. mapped (you share roles). taxable indicator tax saving. ready, remappings. persisting accept commit. empty will break make sure item. deleted online), reference back cleanly. red happens. initiate history resync (rarely used) situations correction propagate post-migration cleanup re-pulls everything scratch. extraordinary action, part normal operations. resync, please reach subscriber success subscribersuccess@billergenie.com walk situation first. touches unintended side effects used unnecessarily help diagnose tool, work process. \"enqueue autopay transactions\" toggle key options asked resync. migration attestation (for moving desktop) connecting first migrating desktop, asking completed → conversion. warns transferred desktop. checkbox certifying migration. enables continue checked. safety gate prevent common mistake tool finished over. sequence including prepare connect. disconnecting opens payments. important disconnects processing payments, cuts authentication. re-authenticate separately accepting pause sync, instead disconnecting. proceed intuit. returns button. existing synced stays customers, invoices, receiving new reconnect, go again. batch reconciliation journal entries post balances shown module screen (the balance tells fresh is). keep mind refund matters. active, disabled sweep, settlement, mappings synced. button’s tooltip “all must refund. allows properly refunds accounting software,” link brings screen. disabled, paused too. off, wait abr never touch defaults. reasons revisit temporarily large transient states manages writing them. tighter window interruptions faster alerts. reviewing chart-of-accounts since ids post-migration. related articles initiating (resync all) understanding","name":"QuickBooks Online Sync Page Settings","votes":0,"is_published":true,"slug":"quickbooks-online-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-online-sync-page-settings?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"biller genie quickbooks online add-on page check connection status, run manual syncs, adjust sync behavior, remap items online. article walks every setting action page. broader picture integration works, see connect . find merchant portal, click add-ons \u0026gt; (if it, installed via marketplace.) organized three main panels setup, latest results, settings (plus default commodity code panel item mapping underneath). setup — connect, disconnect, top shows current state gives actions connected company name currently syncing with. confirm matches expect working with, especially manage multiple organizations one intuit login. button kicks immediate sync. useful just made change want appear right away rather waiting next webhook scheduled disconnect revokes oauth authorization stops confirmation modal warning payments \"disconnecting\" below. support links quick genie's documentation contact form. disconnected yet (or previously disconnected), green instead. clicking intuit's flow. full walkthrough. results panel, real-time information recent attempt date last completed, displayed local time. timestamp hours days old, something may wrong connection. status outcome (success message, partial result, specific error). failed, error message appears usually fastest pointer root cause. fields update automatically webhook-triggered, scheduled, manual. trigger watch section result. six configurable options. changing them, save bottom panel. webhooks auto controls whether notifies changes occur. supports natively, fundamentally different desktop model polling interval configure. yes (recommended) updates. sends time customer invoice changes, syncs within seconds. pauses automatic syncing. manually whenever pulled in. merchants leave set yes; turn troubleshooting pausing data cleanup. cc emails email addresses stored pushed enabled, configured flow primary field matching record invoice-level recipients, permanent customer's email. (default) updates match genie. leaves untouched. customer-side overwritten primary-email update, invoice-cc record, turning overwrites behavior inside without no. display line groups (bundles) grouped (called bundles online) invoices bundle individually amount. shown; underlying hidden. use \"menu pricing\" (where components) yes. packaging item) custom transaction numbers uses online's numbering lets auto-generate numbers. keeps consistent two systems. let organization references communications systems need genie, successful notification (days) sets can pass early interrupted revoked token, expired authorization, accidental disconnection. sensible merchants. lower alerted faster; 0 disable entirely (not recommended). po number choose maps invoices. dropdown lists defined pick team reads value surfaces + reports. separate form unspsc applied posts qualify cedp (commercial electronic program) interchange optimization b2b card transactions. process commercial government-issued credit card, networks offer significantly reduced rates includes level 2 / 3 valid required line-item fields. items, transactions cards standard (higher) rate. dropdown. search best sell description. select code, save. applies across categories, represents majority invoices; override individual needed. worth think take (corporate, business, purchasing, government) show unexpectedly portfolios leaving savings table. one-time configuration pays system chart accounts. include things like late fees, technology surcharges, refunds. works item, corresponding name. associated income accounts choices account receive postings. mapped (you share roles). taxable indicator tax saving. ready, remappings. persisting accept commit. empty will break make sure item. deleted online), reference back cleanly. red happens. initiate history resync (rarely used) situations correction propagate post-migration cleanup re-pulls everything scratch. extraordinary action, part normal operations. resync, please reach subscriber success subscribersuccess@billergenie.com walk situation first. touches unintended side effects used unnecessarily help diagnose tool, work process. \"enqueue autopay transactions\" toggle key options asked resync. migration attestation (for moving desktop) connecting first migrating desktop, asking completed → conversion. warns transferred desktop. checkbox certifying migration. enables continue checked. safety gate prevent common mistake tool finished over. sequence including prepare connect. disconnecting opens payments. important disconnects processing payments, cuts authentication. re-authenticate separately accepting pause sync, instead disconnecting. proceed intuit. returns button. existing synced stays customers, invoices, receiving new reconnect, go again. batch reconciliation journal entries post balances shown module screen (the balance tells fresh is). keep mind refund matters. active, disabled sweep, settlement, mappings synced. button’s tooltip “all must refund. allows properly refunds accounting software,” link brings screen. disabled, paused too. off, wait abr never touch defaults. reasons revisit temporarily large transient states manages writing them. tighter window interruptions faster alerts. reviewing chart-of-accounts since ids post-migration. related articles initiating (resync all) understanding","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-22T13:39:17.000Z","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=235633505","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":1368782,"account_id":12867,"created_at":"2023-05-15T19:13:44.000Z","tag_names":["biller genie","email domains"],"answer_sample":"A custom email domain lets Biller Genie send invoice emails from your domain (for","long_answer_sample":"A custom email domain lets Biller Genie send invoice emails from your domain (for example, billing@yourcompany.com) instead of the default Biller Genie envelope. Your customers see your business name in their inbox, and your emails are far more likely to land in the inbox instead of the spam folder. Setting this up takes about 15 to 30 minutes and r","language_id":1,"id":1956921,"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":"custom email domain lets biller genie send invoice emails (for example, billing@yourcompany.com) instead default envelope. customers see business name inbox, far likely land inbox spam folder. setting takes 15 30 minutes requires editing records provider (the company registered — godaddy, cloudflare, wix, squarespace, bluehost, network solutions, etc.). walks add, built-in verification panel tells piece place. technical setup need developer never edited dns before, can feel intimidating. steps written non-technical users, rather handle yourself, article whoever manages (your web designer, person, provider's support team). add three short text take there. start yourcompany.com). free webmail addresses like gmail, yahoo, outlook.com used own. access domain. usually \"dns,\" \"dns records,\" \"zone editor,\" \"manage dns\" section provider. signed merchant portal admin user. willing wait. changes propagate sometimes 24 hours. three-step genie's wizard steps, order choose tell want from. validate ownership prove adding single txt record. set (spf dkim) two providers (gmail, outlook, etc.) authorized behalf. step attempt validation button. click times penalty re-checking. 1 portal, open add-ons marketplace install enter just www, http//. save. advances 2. 2 proves belongs asking small record owner add. copy value shown wizard. values specific look different examples below. new browser tab log management page. (if know are, instructions below.) settings type / host content ttl leave (or hour 3600 seconds asked) save back genie, validation. might work first try normal across internet, fails time, wait 5 again. still hours, troubleshooting 3 spf dkim security standards apple mail, use verify actually came says correctly biggest factor whether versus sends mailjet , outbound partner. mail behalf (sender policy framework) servers allowed wizard, value. will something v=spf1 includespf.mailjet.com go check (a root starts v=spf1) one yet @ (which means domain) genie. edit it. existing senders authorized. create second per spec, break authentication everyone. currently service (google workspace, microsoft 365, e-commerce platform, etc.), probably listing services. combine record's sure how, ask team. (domainkeys identified mail) adds cryptographic signature outgoing altered transit mailjet._domainkey.yourcompany.com long string letters numbers typically several hundred characters. entire block. provider, (often mailjet._domainkey auto-appends string) wrap quotes fine (older godaddy interfaces, solutions) automatically double around values. automatically, them. failing validation, wrapping manually last resort. managed exact navigation depends direct links major documentation appear \"records.\" allow propagate. cloudflare zone. \"proxy status\" (gray cloud) proxied verification. wix → advanced records. supports wix-managed domains. squarespace domains settings. squarespace-managed require connected dns. bluehost manage reseller accounts ticket solutions account hours solutions. listed offer admin. find it, contact domain's dns, got originally bought sender registrar. icann lookup understanding status dashboard complete, page shows rows ownership, spf, dkim. row indicator showing corresponding correctly. ok  green place found validated  red verified yet. right (give time propagate), missing. ran all. often saved, added wrong error exists match expects. typo, truncated, conflicting red, message indicator. exactly off. verifying re-checking re-check schedule. runs green later flip red made re-verify refresh status. common reasons someone changed removed without realizing migrated carried over. another marketing platform) overwrote merging outage applied system change. every case, fix correct drift, issues \"not found\" exist confirm saved show confirmation save; separate \"apply\" \"publish\" step. make multiple easy one. propagation instant. pass found, team live. \"error\" may allowed. includes includespf.mailjet.com. typos. mistakes missing prefix, suffix, extra space quote middle. (name = bare domain), subdomain. long. copied clipboard interactions truncate strings. name. auto-appended (some full mailjet._domainkey.yourcompany.com). asks value, in. doesn't, out. either way, opposite. landing dashboard. significantly reduces deliverability. give days. reputation builds time. hit 4 weeks. recipient's uses enterprise filter proofpoint mimecast, barracuda, recipient safelist sending platform. services stricter rules gmail outlook hold review regardless spf/dkim avoid spam-trigger words subject lines body. generic \"pay invoice\" tends deliver better \"urgent final notice.\" almost different. search help center \"add record\" canonical guide. all, hosts website. faqs yahoo no. control outlook.com, hotmail) let configuration 10 waits propagation, merchants fully within hour. affect regular (biller provider) continues normally \"only domain\" callout above. change address yes. form update reply-to stay comfortable reach everything need. team, support@biller-genie.com visit techsupport.billergenie.com additional resources. using related run example locations franchise accounts), shared account. copied, (\"from\") articles messenger delivery best practices allowlisting ips (ip-based filtering)","name":"Custom Email Domains in Biller Genie","votes":0,"is_published":true,"slug":"using-custom-email-domains-with-biller-genie","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/using-custom-email-domains-with-biller-genie?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"custom email domain lets biller genie send invoice emails (for example, billing@yourcompany.com) instead default envelope. customers see business name inbox, far likely land inbox spam folder. setting takes 15 30 minutes requires editing records provider (the company registered — godaddy, cloudflare, wix, squarespace, bluehost, network solutions, etc.). walks add, built-in verification panel tells piece place. technical setup need developer never edited dns before, can feel intimidating. steps written non-technical users, rather handle yourself, article whoever manages (your web designer, person, provider's support team). add three short text take there. start yourcompany.com). free webmail addresses like gmail, yahoo, outlook.com used own. access domain. usually \"dns,\" \"dns records,\" \"zone editor,\" \"manage dns\" section provider. signed merchant portal admin user. willing wait. changes propagate sometimes 24 hours. three-step genie's wizard steps, order choose tell want from. validate ownership prove adding single txt record. set (spf dkim) two providers (gmail, outlook, etc.) authorized behalf. step attempt validation button. click times penalty re-checking. 1 portal, open add-ons marketplace install enter just www, http//. save. advances 2. 2 proves belongs asking small record owner add. copy value shown wizard. values specific look different examples below. new browser tab log management page. (if know are, instructions below.) settings type / host content ttl leave (or hour 3600 seconds asked) save back genie, validation. might work first try normal across internet, fails time, wait 5 again. still hours, troubleshooting 3 spf dkim security standards apple mail, use verify actually came says correctly biggest factor whether versus sends mailjet , outbound partner. mail behalf (sender policy framework) servers allowed wizard, value. will something v=spf1 includespf.mailjet.com go check (a root starts v=spf1) one yet @ (which means domain) genie. edit it. existing senders authorized. create second per spec, break authentication everyone. currently service (google workspace, microsoft 365, e-commerce platform, etc.), probably listing services. combine record's sure how, ask team. (domainkeys identified mail) adds cryptographic signature outgoing altered transit mailjet._domainkey.yourcompany.com long string letters numbers typically several hundred characters. entire block. provider, (often mailjet._domainkey auto-appends string) wrap quotes fine (older godaddy interfaces, solutions) automatically double around values. automatically, them. failing validation, wrapping manually last resort. managed exact navigation depends direct links major documentation appear \"records.\" allow propagate. cloudflare zone. \"proxy status\" (gray cloud) proxied verification. wix → advanced records. supports wix-managed domains. squarespace domains settings. squarespace-managed require connected dns. bluehost manage reseller accounts ticket solutions account hours solutions. listed offer admin. find it, contact domain's dns, got originally bought sender registrar. icann lookup understanding status dashboard complete, page shows rows ownership, spf, dkim. row indicator showing corresponding correctly. ok  green place found validated  red verified yet. right (give time propagate), missing. ran all. often saved, added wrong error exists match expects. typo, truncated, conflicting red, message indicator. exactly off. verifying re-checking re-check schedule. runs green later flip red made re-verify refresh status. common reasons someone changed removed without realizing migrated carried over. another marketing platform) overwrote merging outage applied system change. every case, fix correct drift, issues \"not found\" exist confirm saved show confirmation save; separate \"apply\" \"publish\" step. make multiple easy one. propagation instant. pass found, team live. \"error\" may allowed. includes includespf.mailjet.com. typos. mistakes missing prefix, suffix, extra space quote middle. (name = bare domain), subdomain. long. copied clipboard interactions truncate strings. name. auto-appended (some full mailjet._domainkey.yourcompany.com). asks value, in. doesn't, out. either way, opposite. landing dashboard. significantly reduces deliverability. give days. reputation builds time. hit 4 weeks. recipient's uses enterprise filter proofpoint mimecast, barracuda, recipient safelist sending platform. services stricter rules gmail outlook hold review regardless spf/dkim avoid spam-trigger words subject lines body. generic \"pay invoice\" tends deliver better \"urgent final notice.\" almost different. search help center \"add record\" canonical guide. all, hosts website. faqs yahoo no. control outlook.com, hotmail) let configuration 10 waits propagation, merchants fully within hour. affect regular (biller provider) continues normally \"only domain\" callout above. change address yes. form update reply-to stay comfortable reach everything need. team, support@biller-genie.com visit techsupport.billergenie.com additional resources. using related run example locations franchise accounts), shared account. copied, (\"from\") articles messenger delivery best practices allowlisting ips (ip-based filtering)","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T15:30:47.000Z","tag_names":["xero sync","connect xero","xero integration","xero oauth","biller genie xero","xero standard advisor","xero connection","xero troubleshooting","xero authentication unsuccessful","xero invoice errors","xero default payment account","enable payments to this account","xero clearing account","xero payment account","xero bank reconciliation","reconcile xero payments","batch deposits xero","match deposits in xero","reconcile biller genie payments"],"answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth","long_answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth authorization flow. Once connected, your customers and invoices stay in sync between the two systems with no manual reconciliation. This article walks through the connection, what happens during the first sync, how to manage the connection day-to-day, and how to troubl","language_id":1,"id":1956641,"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":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","name":"How to Connect Xero","votes":0,"is_published":true,"slug":"syncing-with-xero","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-with-xero?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","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 return codes","nacha return codes","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","autopay disabled","autopay turn off ach reject","credit card decline","credit card chargeback","post-settlement reject","ach reject reconciliation","pending transactions report","rejected transactions report","ach return code list","why was my ach rejected","expired card autopay","invoice reopened after reject","ach reject 72 hours","unauthorized ach return","reconcile ach reject accounting software"],"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":"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":"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=235633505","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":"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=235633505","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":"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=235633505","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":"2026-03-05T15:52:48.000Z","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=235633505","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":1368778,"account_id":12867,"created_at":"2026-05-21T03:53:43.248Z","tag_names":["resync all","full history resync","initiate full history resync","enqueue autopay transactions","send paid reminders","reason for resync","qbo resync","qbd resync","sync all data","extraordinary resync","subscriber success resync","data correction sync","accounting software resync"],"answer_sample":"A Full History Resync (sometimes called \"Resync All\") is an extraordinary action ","long_answer_sample":"A Full History Resync (sometimes called \"Resync All\") is an extraordinary action that re-pulls every record from your accounting software into Biller Genie from scratch. It's not part of normal sync operations — it's a tool reserved for specific recovery scenarios like cleaning up after a data correction in QuickBooks that didn't propagate, recoveri","language_id":1,"id":3825104,"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":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in check time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop contact immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","name":"Initiating a Full History Resync (Resync All)","votes":0,"is_published":true,"slug":"resync-all-enqueue-autopay-toggle","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/resync-all-enqueue-autopay-toggle?from_search=235633505","host":"https://helpcenter.billergenie.com","body_txt":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in check time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop contact immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T14:55:23.000Z","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=235633505","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"}}]