[{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:14.941Z","tag_names":["biller genie notes","customer note qbo only","customer notes","customer-visible memo","invoice memo","invoice memos field","invoice notes","message displayed on invoice","other information customer","qbo customer notes sync"],"answer_sample":"Biller Genie has two places to record free-text notes: a customer-level note (one","long_answer_sample":"Biller Genie has two places to record free-text notes: a customer-level note (one field per customer, called \"Other Information\") and an invoice-level memo (one field per invoice, called \"Memos\"). Both round-trip with your accounting software. This article covers where each lives, who sees what, and how the sync behaves. Customer-level note: \"Other ","language_id":1,"id":3826910,"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 two places record free-text notes customer-level note (one field per customer, called \"other information\") invoice-level memo invoice, \"memos\"). round-trip accounting software. article covers lives, sees what, sync behaves. information\" customer single (or views). mirrors quickbooks online's — type syncs back online, online forward here. find open customer's customers \u0026gt; customers. click edit. scroll field. whatever like record, update customer. heads up. editable account integrated online. desktop xero, render edit page systems either corresponding expose via api way can write to. leave qbd software directly, use (see below) invoice-specific notes. see internal only. visible users record. shown invoices, portal, receipt emails, anywhere else customer-facing. toggle make invoice memos. \"message displayed invoice\" / \"memo\" directions desktop, xero. invoices invoices. memos appears detail view. created (which common case), value comes there. create directly genie, creation time. customer-visible. printed/pdf portal view invoice. treat anything something will read. need private never see, recommendation keep software's internal-only fields (where exist) separate spreadsheet customer-hidden practical uses case put \"this prefers invoiced quarterly\" general account-level reminder (qbo accounts only) \"po #12345 purchase department contact jane\" info needs \"customer disputed 2026-03-15, escalated manager\" feature (memo qbo, reference etc.) payment instructions, \"thank you\" message, return policy handles edits (qbo) changes system propagate next sync. recent wins. propagate. most-recent-edit-wins. accountant syncs, later overwrites earlier one merge. related articles adding cc email recipients parent sub per-customer overrides reminders, late fees, features","name":"Notes and Memos on a Customer or Invoice","votes":0,"is_published":true,"slug":"notes-and-memos-on-customer-or-invoice","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/notes-and-memos-on-customer-or-invoice?from_search=235632923","host":"https://helpcenter.billergenie.com","body_txt":"biller genie two places record free-text notes customer-level note (one field per customer, called \"other information\") invoice-level memo invoice, \"memos\"). round-trip accounting software. article covers lives, sees what, sync behaves. information\" customer single (or views). mirrors quickbooks online's — type syncs back online, online forward here. find open customer's customers \u0026gt; customers. click edit. scroll field. whatever like record, update customer. heads up. editable account integrated online. desktop xero, render edit page systems either corresponding expose via api way can write to. leave qbd software directly, use (see below) invoice-specific notes. see internal only. visible users record. shown invoices, portal, receipt emails, anywhere else customer-facing. toggle make invoice memos. \"message displayed invoice\" / \"memo\" directions desktop, xero. invoices invoices. memos appears detail view. created (which common case), value comes there. create directly genie, creation time. customer-visible. printed/pdf portal view invoice. treat anything something will read. need private never see, recommendation keep software's internal-only fields (where exist) separate spreadsheet customer-hidden practical uses case put \"this prefers invoiced quarterly\" general account-level reminder (qbo accounts only) \"po #12345 purchase department contact jane\" info needs \"customer disputed 2026-03-15, escalated manager\" feature (memo qbo, reference etc.) payment instructions, \"thank you\" message, return policy handles edits (qbo) changes system propagate next sync. recent wins. propagate. most-recent-edit-wins. accountant syncs, later overwrites earlier one merge. related articles adding cc email recipients parent sub per-customer overrides reminders, late fees, features","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:16.057Z","tag_names":["credit memo biller genie","customer credit","customer account credit","apply credit to invoice","overpayment refund","goodwill credit customer","customer prepayment","returned goods credit","qbo credit memo","xero credit note","unapplied credit"],"answer_sample":"A common ask from new Biller Genie customers: \"Can I create a credit memo to appl","long_answer_sample":"A common ask from new Biller Genie customers: \"Can I create a credit memo to apply against this customer's next invoice?\" The short answer is no — credit memos and customer account credit are handled entirely in your accounting software. This article explains why, what to do instead, and how the workflow lands on the Biller Genie side. Credit memos ","language_id":1,"id":3826912,"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":"common ask new biller genie customers \"can create credit memo apply customer's next invoice\" short answer — memos customer account handled entirely accounting software. article explains why, instead, workflow lands side. feature \"credit memo\" \"customer credit\" object merchant portal. page view balance, action invoice, field record showing \"available credit.\" credit-memo lives software (quickbooks online, quickbooks desktop, xero), simply reflects resulting invoice payment balances produces. belong transactions. reduce revenue, affect a/r general ledger, need reflected books exactly way regular invoices payments are. system that. tax handling non-trivial. original tax, usually reverses too. qbo, qbd, xero handle natively; rebuilding inside reconciliation problems. auditability. ever get audited, able show every applied. keeps audit trail wouldn't. scenarios \"my overpaid two options depending wants refund overpayment. open transaction genie's transactions report, click refund, overage amount. processes gateway funds return customer. simplest option overpayment small asked difference back. invoice. qbo + \u0026gt; memo, pick customer, enter amount handling, save. becomes available syncs genie, it'll applied pays net returned goods paying want future items. software, will offer memo. save applied, sync difference. \"i give $100 goodwill gesture\" line like \"goodwill service interruption.\" (or oldest makes sense). reduced balance sync. prepaid sent hold patterns work prepayment deposit / (this varies \"receive payment\" without selecting invoice; qbd payments\" undeposited workflow; contact). eventually it. first amount, mark paid, actual later separate transaction. simpler creates invoices. looks brings state shows total minus credit. sees page. fully covers marks paid (no reminders go out, autopay charge attempted). unapplied (not yet attached specific invoice), surface record. credits via per-invoice reduction. related articles sales tax-exempt connect online deleting deactivating","name":"Credit Memos and Customer Account Credit","votes":0,"is_published":true,"slug":"credit-memos-and-customer-credit","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/credit-memos-and-customer-credit?from_search=235632923","host":"https://helpcenter.billergenie.com","body_txt":"common ask new biller genie customers \"can create credit memo apply customer's next invoice\" short answer — memos customer account handled entirely accounting software. article explains why, instead, workflow lands side. feature \"credit memo\" \"customer credit\" object merchant portal. page view balance, action invoice, field record showing \"available credit.\" credit-memo lives software (quickbooks online, quickbooks desktop, xero), simply reflects resulting invoice payment balances produces. belong transactions. reduce revenue, affect a/r general ledger, need reflected books exactly way regular invoices payments are. system that. tax handling non-trivial. original tax, usually reverses too. qbo, qbd, xero handle natively; rebuilding inside reconciliation problems. auditability. ever get audited, able show every applied. keeps audit trail wouldn't. scenarios \"my overpaid two options depending wants refund overpayment. open transaction genie's transactions report, click refund, overage amount. processes gateway funds return customer. simplest option overpayment small asked difference back. invoice. qbo + \u0026gt; memo, pick customer, enter amount handling, save. becomes available syncs genie, it'll applied pays net returned goods paying want future items. software, will offer memo. save applied, sync difference. \"i give $100 goodwill gesture\" line like \"goodwill service interruption.\" (or oldest makes sense). reduced balance sync. prepaid sent hold patterns work prepayment deposit / (this varies \"receive payment\" without selecting invoice; qbd payments\" undeposited workflow; contact). eventually it. first amount, mark paid, actual later separate transaction. simpler creates invoices. looks brings state shows total minus credit. sees page. fully covers marks paid (no reminders go out, autopay charge attempted). unapplied (not yet attached specific invoice), surface record. credits via per-invoice reduction. related articles sales tax-exempt connect online deleting deactivating","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-10-20T19:29:30.000Z","tag_names":["bulk import invoices","csv invoice import","import invoice playbook","invoice import","invoice import tool","invoice migration","invoice template csv","item id required invoice import","load historical invoices"],"answer_sample":"Before you start: You can import a maximum of 1,000 rows per spreadsheet.\nInvoice","long_answer_sample":"Before you start: You can import a maximum of 1,000 rows per spreadsheet.\nInvoices must be associated with customers that already exist in Biller Genie. You can import invoices with single or multiple line items. You can’t add discounts, credit memos, or negative amounts in general. Important: Invoice numbers can be duplicated if they already exist ","language_id":1,"id":2247806,"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":"start can import maximum 1,000 rows per spreadsheet. invoices must associated customers exist biller genie. single multiple line items. can’t add discounts, credit memos, negative amounts general. important invoice numbers duplicated genie, double-check exist.    prepare spreadsheet create download sample file found tool. get file, go to “invoices” and click “import invoices”. click the click to download template. double-check.csv format following columns customerid (see find customer id) invoiceno invoicedate duedate taxrate itemname itemdescription itemrate itemquantity itemamount taxable (y n) items item row various matched invoice, values match exactly id number date  due date item, quantity 1, put total manually ( spread sheet will multiplication you) new products services(items), sure genie importing. services (items) added import, “sales” used name description.  verify csv importing invoices, review information make everything looks correct. mistakes, lengthy process correct remove imported invoices. step 1 open saved check accuracy. 2 column titles 3 fill missing information, mistakes. ensure required fields data prevent skipped. 4 exceed 1000-row limit. does, split files. sign step2 to invoices and click import invoices in upper right. click choose file to upload computer. choose select open. click upload file. 5 last-chance warning dialog box pop up. proceed. 6 results displaying outcome import.  successfully and/or skipped listed. corresponding +1 skip reason.  7 ok. 8 now view inside needed updates. 9  repeat steps – imports needed. field descriptions restrictions notes yes correspond exists (how special characters asa exist\" \"–\" allowed.if once. mm/dd/yyyy tax rate left blank, 0.00 used.-numerical only.-the related greater zero, taxed regardless taxability. exactly.-if used, default.-if default. description used.- blank -numerical only.-item different change default rate. numerical only. amount only. -this charge (item x quantity)  -do include tax. y (taxable) used.-if status n value taxed. link imported.  log merchant portal. 'customers' side menu. first list. once, record drop-down bottom screen select “all”. search using top list exported clicking “export csv” button right corner. ","name":"Importing Invoices to Biller Genie","votes":0,"is_published":true,"slug":"invoiceimporttool","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/invoiceimporttool?from_search=235632923","host":"https://helpcenter.billergenie.com","body_txt":"start can import maximum 1,000 rows per spreadsheet. invoices must associated customers exist biller genie. single multiple line items. can’t add discounts, credit memos, negative amounts general. important invoice numbers duplicated genie, double-check exist.    prepare spreadsheet create download sample file found tool. get file, go to “invoices” and click “import invoices”. click the click to download template. double-check.csv format following columns customerid (see find customer id) invoiceno invoicedate duedate taxrate itemname itemdescription itemrate itemquantity itemamount taxable (y n) items item row various matched invoice, values match exactly id number date  due date item, quantity 1, put total manually ( spread sheet will multiplication you) new products services(items), sure genie importing. services (items) added import, “sales” used name description.  verify csv importing invoices, review information make everything looks correct. mistakes, lengthy process correct remove imported invoices. step 1 open saved check accuracy. 2 column titles 3 fill missing information, mistakes. ensure required fields data prevent skipped. 4 exceed 1000-row limit. does, split files. sign step2 to invoices and click import invoices in upper right. click choose file to upload computer. choose select open. click upload file. 5 last-chance warning dialog box pop up. proceed. 6 results displaying outcome import.  successfully and/or skipped listed. corresponding +1 skip reason.  7 ok. 8 now view inside needed updates. 9  repeat steps – imports needed. field descriptions restrictions notes yes correspond exists (how special characters asa exist\" \"–\" allowed.if once. mm/dd/yyyy tax rate left blank, 0.00 used.-numerical only.-the related greater zero, taxed regardless taxability. exactly.-if used, default.-if default. description used.- blank -numerical only.-item different change default rate. numerical only. amount only. -this charge (item x quantity)  -do include tax. y (taxable) used.-if status n value taxed. link imported.  log merchant portal. 'customers' side menu. first list. once, record drop-down bottom screen select “all”. search using top list exported clicking “export csv” button right corner. ","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:54.108Z","tag_names":["send reminder with attachment","attach file invoice reminder","qbo attachment sync","include on send qbo","show attachments to reminders","invoice attachment biller genie","auto-attach invoice pdf","mailjet 14.5 mb attachment limit","qbo include on send flag","qbd no attachment sync","xero no attachment sync","manual reminder attach file","invoice supporting documents"],"answer_sample":"Biller Genie can attach files to outbound invoice reminder emails so your custome","long_answer_sample":"Biller Genie can attach files to outbound invoice reminder emails so your customers receive supporting documents along with the invoice. There are three ways it happens: (1) the invoice PDF itself attached automatically, (2) QuickBooks Online attachments synced and attached automatically, and (3) one-off files attached manually when you send an imme","language_id":1,"id":3826881,"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 can attach files outbound invoice reminder emails customers receive supporting documents along invoice. three ways happens (1) pdf attached automatically, (2) quickbooks online attachments synced (3) one-off manually send immediate reminder. article covers plus need stay permanently record. automatically ride use online, syncs qbo includes emails. document (pdf, image, etc.) check \"include send\" option attachment, pulls next sync every flag on-switch turned on. file including reminders, first thing check. view, find attachment row, click dropdown, toggle save. picks up. genie-side whether reminders controlled show setting control panel \u0026gt; defaults. (the default accounts), qbo-synced off, still include total size limit ~14.5 mb email providers cap big be. genie's service (mailjet) enforces 14.5 per — combined together. add that, skips attaching sends without goes out; just attachments). seeing missing one specific invoice, qbo. desktop xero automatic accounting software from. xero, stored invoices systems included reminders. manual paths merchants. integration, see connect . auto-attaching separately sync, turn on, gets fresh copy current work, syncing qbo, biller-genie-generated rendered pdf. useful want printable rather relying pay now link. sending / flow (also called \"immediate reminder\" \"send manually\") field. sent future open invoices. (or depending variant). picker dialog files. optionally adjust recipient list (to cc), send. supported types per-file max 5 mb. allowed extensions pdf, doc, docx, txt, xls, xlsx, jpg, png. multiple single reminder, subject limit. recommended pattern merchants, cleanest workflow (it's source truth anyway). make sure checked emailed. \"show reminders\" scheduled will automatically. never qbd merchants (which sync), send, put link shared (google drive, dropbox) memo appears itself. customer portal email-send-time feature shown page inside portal. logs directly (rather clicking email), needs access demand, host somewhere accessible memo. related articles defaults notes memos","name":"Attaching Files to Invoice Reminders","votes":0,"is_published":true,"slug":"adding-attachments-to-invoices","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/adding-attachments-to-invoices?from_search=235632923","host":"https://helpcenter.billergenie.com","body_txt":"biller genie can attach files outbound invoice reminder emails customers receive supporting documents along invoice. three ways happens (1) pdf attached automatically, (2) quickbooks online attachments synced (3) one-off manually send immediate reminder. article covers plus need stay permanently record. automatically ride use online, syncs qbo includes emails. document (pdf, image, etc.) check \"include send\" option attachment, pulls next sync every flag on-switch turned on. file including reminders, first thing check. view, find attachment row, click dropdown, toggle save. picks up. genie-side whether reminders controlled show setting control panel \u0026gt; defaults. (the default accounts), qbo-synced off, still include total size limit ~14.5 mb email providers cap big be. genie's service (mailjet) enforces 14.5 per — combined together. add that, skips attaching sends without goes out; just attachments). seeing missing one specific invoice, qbo. desktop xero automatic accounting software from. xero, stored invoices systems included reminders. manual paths merchants. integration, see connect . auto-attaching separately sync, turn on, gets fresh copy current work, syncing qbo, biller-genie-generated rendered pdf. useful want printable rather relying pay now link. sending / flow (also called \"immediate reminder\" \"send manually\") field. sent future open invoices. (or depending variant). picker dialog files. optionally adjust recipient list (to cc), send. supported types per-file max 5 mb. allowed extensions pdf, doc, docx, txt, xls, xlsx, jpg, png. multiple single reminder, subject limit. recommended pattern merchants, cleanest workflow (it's source truth anyway). make sure checked emailed. \"show reminders\" scheduled will automatically. never qbd merchants (which sync), send, put link shared (google drive, dropbox) memo appears itself. customer portal email-send-time feature shown page inside portal. logs directly (rather clicking email), needs access demand, host somewhere accessible memo. related articles defaults notes memos","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"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=235632923","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":515332,"account_id":12867,"created_at":"2026-05-22T17:30:53.430Z","tag_names":["automated sales tax","avalara taxjar","mark customer tax exempt","non-profit tax exempt","qbd tax exempt","qbo tax exempt","resale certificate","sales tax biller genie","sales tax wrong biller genie","tax exempt customer","tax not calculating","xero no tax"],"answer_sample":"Biller Genie doesn't compute sales tax or maintain tax-exempt status — that's ent","long_answer_sample":"Biller Genie doesn't compute sales tax or maintain tax-exempt status — that's entirely your accounting software's job. This article explains how the tax on each invoice gets there, what happens for tax-exempt customers, and what to do when the tax on a Biller Genie invoice doesn't look right. How sales tax actually works in Biller Genie Tax on an in","language_id":1,"id":3826880,"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 compute sales tax maintain tax-exempt status — entirely accounting software's job. article explains invoice gets there, happens customers, look right. actually works calculated software (quickbooks online, quickbooks desktop, xero) time created. syncs line items, subtotal, amount, total renders customer's email hosted payment page. re-calculate opinion whether applied. whatever computed shows. result, configuration rates, codes, taxable vs non-taxable customer-level status, regional rules, marketplace facilitator settings software, genie. customers \"tax-exempt\" means customer owe goods services sell typically reseller (with resale certificate), non-profit tax-exemption letter, government entity. mark online record, expand additional info section set exemption details (reason + certificate number). save. qbo will apply new invoices customer. desktop go tab code (typically \"non\" \"exempt\"). qbd xero contact's default \"no tax\" (or equivalent zero-rate tax). contact tax. marked every create sync without existing created applied retroactively update need void re-create want corrected. toggle occasionally ask \"i see field can just turn genie\" answer no, reason matters reconcile filings. suppressed thinks taxable, books authority disagree. keeping source truth one place (your software) prevents misalignment. regulatory, ui preference. right attach number, exemption, state-specific irs state audit. sub-customer \"jobs\" inherit parent qbo/qbd way reproduce inheritance logic correctly, reading reliable approach. looks wrong computed, \"the wrong\" issue invoice. fix open (use view / link available). underlying rate, (taxable instead tax-exempt), line-item code, etc. save software. wait next trigger manual add-ons). corrected amount flow customer-facing accordingly. paid original (incorrect) invoice, likely process refund difference re-invoice correct amount. edit record become inconsistent. small via transaction's action, multi-state across lines automated (economic nexus handling), use native features tax, avalara, etc.) dedicated platform like avalara taxjar integrates automatically reflects systems compute. related articles credit memos account sub connect","name":"Sales Tax and Tax-Exempt Customers in Biller Genie","votes":0,"is_published":true,"slug":"sales-tax-and-tax-exempt-customers","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/sales-tax-and-tax-exempt-customers?from_search=235632923","host":"https://helpcenter.billergenie.com","body_txt":"biller genie compute sales tax maintain tax-exempt status — entirely accounting software's job. article explains invoice gets there, happens customers, look right. actually works calculated software (quickbooks online, quickbooks desktop, xero) time created. syncs line items, subtotal, amount, total renders customer's email hosted payment page. re-calculate opinion whether applied. whatever computed shows. result, configuration rates, codes, taxable vs non-taxable customer-level status, regional rules, marketplace facilitator settings software, genie. customers \"tax-exempt\" means customer owe goods services sell typically reseller (with resale certificate), non-profit tax-exemption letter, government entity. mark online record, expand additional info section set exemption details (reason + certificate number). save. qbo will apply new invoices customer. desktop go tab code (typically \"non\" \"exempt\"). qbd xero contact's default \"no tax\" (or equivalent zero-rate tax). contact tax. marked every create sync without existing created applied retroactively update need void re-create want corrected. toggle occasionally ask \"i see field can just turn genie\" answer no, reason matters reconcile filings. suppressed thinks taxable, books authority disagree. keeping source truth one place (your software) prevents misalignment. regulatory, ui preference. right attach number, exemption, state-specific irs state audit. sub-customer \"jobs\" inherit parent qbo/qbd way reproduce inheritance logic correctly, reading reliable approach. looks wrong computed, \"the wrong\" issue invoice. fix open (use view / link available). underlying rate, (taxable instead tax-exempt), line-item code, etc. save software. wait next trigger manual add-ons). corrected amount flow customer-facing accordingly. paid original (incorrect) invoice, likely process refund difference re-invoice correct amount. edit record become inconsistent. small via transaction's action, multi-state across lines automated (economic nexus handling), use native features tax, avalara, etc.) dedicated platform like avalara taxjar integrates automatically reflects systems compute. related articles credit memos account sub connect","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}}]