[{"question":{"category_id":1369272,"account_id":12867,"created_at":"2023-05-15T20:52:21.000Z","tag_names":["mail management","paper post"],"answer_sample":"Setting up paper mail is easy in Biller Genie. It's a great tool to give customer","long_answer_sample":"Setting up paper mail is easy in Biller Genie. It's a great tool to give customers an extra nudge to pay their invoices on time. Step 1 Navigate to Add-Ons \u0026gt; Paper Mail. Step 2 Review the Business Info section and correct any information as necessary. Step 3 Review the address in Step 3. This will be the printed return address. Step 4 Review your","language_id":1,"id":1957058,"last_published_date":"May 25th, 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":"setting paper mail easy biller genie. great tool give customers extra nudge pay invoices time. step 1 navigate to add-ons \u0026gt; mail. 2 review business info section correct information necessary. 3 address 3. will printed return address. 4 payment information. able everything signing agreement final by clicking review. 5 page, please double-check information. click sign on bottom right page taken adobe sign page. use click-to-sign function and submit the signed form. note if cookies disabled browser, see following message clicking sign can follow instructions to enable cookies, or click open new tab to view form tab browser. submitted, please allow 24-48 hours for account activated. contact confirmation becomes active.","name":"Setting Up Paper Mail","votes":0,"is_published":true,"slug":"setting-up-paper-mail","first_category":"Invoice Messenger \u0026 Reminders","categories_display_for_views":"Invoice Messenger \u0026 Reminders","parent_categories":[1369272],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoice-messenger-and-reminders/setting-up-paper-mail?from_search=242492571","host":"https://helpcenter.billergenie.com","body_txt":"setting paper mail easy biller genie. great tool give customers extra nudge pay invoices time. step 1 navigate to add-ons \u0026gt; mail. 2 review business info section correct information necessary. 3 address 3. will printed return address. 4 payment information. able everything signing agreement final by clicking review. 5 page, please double-check information. click sign on bottom right page taken adobe sign page. use click-to-sign function and submit the signed form. note if cookies disabled browser, see following message clicking sign can follow instructions to enable cookies, or click open new tab to view form tab browser. submitted, please allow 24-48 hours for account activated. contact confirmation becomes active.","categories":{"current":{"id":1369272,"name":"Invoice Messenger \u0026 Reminders","url":"/invoice-messenger-and-reminders"}},"category_param":"invoice-messenger-and-reminders"}},{"question":{"category_id":1369272,"account_id":12867,"created_at":"2023-05-15T20:43:33.000Z","tag_names":["content management","mail control"],"answer_sample":"You can customize the content for inside the paper mail reminders. Step 1 Paper M","long_answer_sample":"You can customize the content for inside the paper mail reminders. Step 1 Paper Mail reminders match our email reminders. To change the content or text within the message, you can navigate to Add-Ons \u0026gt; Invoice Messenger and click the down caret next to each reminder to edit the content. If Invoice Messenger is missing, you can install it from the","language_id":1,"id":1957045,"last_published_date":"May 25th, 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":"can customize content inside paper mail reminders. step 1 reminders match email change text within message, navigate to add-ons \u0026gt; invoice messenger and click caret next reminder edit content. if invoice messenger is missing, install the add-ons marketplace   2 clicking arrow, click snail view tab to see preview printed letter looks like text. notice branded logo will color top letter. 3 click save bottom box work. options caret reminer tab check accordingly. tips see using","name":"Customize Paper Mail Reminders","votes":0,"is_published":true,"slug":"controlling-content-in-paper-mail-reminders","first_category":"Invoice Messenger \u0026 Reminders","categories_display_for_views":"Invoice Messenger \u0026 Reminders","parent_categories":[1369272],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoice-messenger-and-reminders/controlling-content-in-paper-mail-reminders?from_search=242492571","host":"https://helpcenter.billergenie.com","body_txt":"can customize content inside paper mail reminders. step 1 reminders match email change text within message, navigate to add-ons \u0026gt; invoice messenger and click caret next reminder edit content. if invoice messenger is missing, install the add-ons marketplace   2 clicking arrow, click snail view tab to see preview printed letter looks like text. notice branded logo will color top letter. 3 click save bottom box work. options caret reminer tab check accordingly. tips see using","categories":{"current":{"id":1369272,"name":"Invoice Messenger \u0026 Reminders","url":"/invoice-messenger-and-reminders"}},"category_param":"invoice-messenger-and-reminders"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2023-05-15T18:35:19.000Z","tag_names":["bill to parent","bill with parent","consolidated billing","display invoices with parent","paper mail bill with parent","parent customer","parent paper mail settings","parent rollup","qbd customer job","qbo job","quickbooks jobs","sub customer","sub-customer","sub customer autopay","sub-customer email inheritance","viewsubcustomersinvoices"],"answer_sample":"In QuickBooks, a customer can be set up as a sub-customer of another customer — u","long_answer_sample":"In QuickBooks, a customer can be set up as a sub-customer of another customer — useful for tracking jobs under a single account, multiple locations of one client, or a contractor doing work for a property owner. Biller Genie reads these parent/sub relationships from QuickBooks and gives you two distinct features to leverage them: Bill With Parent (r","language_id":1,"id":1956845,"last_published_date":"September 12th, 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":"quickbooks, customer can set sub-customer another — useful tracking jobs single account, multiple locations one client, contractor work property owner. biller genie reads parent/sub relationships quickbooks gives two distinct features leverage bill parent (route sub-customer's billing parent), customer-portal experience lets portal user see, switch between, pay invoices records connected to. glance per-customer-or-per-type setting sub-customer. on, receives reminders, parent's autopay configuration drives payment, communications route parent. sub's invoice messenger , reminders auto settings get grayed take over. display per-customer toggle customer. view includes sub-customers combined list. independent turn either without other. works hood sub-customer, several pieces genie's behavior shift sub runtime messenger. send time, checks billtoqbonlineparent flag. looks uses reminder toggles decide whether send. ignored. paper mail reminders. follows way email statements mailed, envelope goes mailing address. needs turned confirmed address file. check payments. captured mobile capture scanner applied across sub-customers' step. select processing open listed own, marked belongs gets payment record. pay. eligible autopay, system (autopay enabled, autopay-on-type, default method, threshold) determine charge. off, runs regardless record says. routing. still recorded database (the for), flow processing. payments processed using stored applies invoice. accounting software sees paid, coming card late fees. fees calculated \"owns\" overdue balance perspective), inheritance. methods shared automatically methods. merge just means method. file does, will fail method make sure working relying autopay. qbo qbd differ handling customer's to, persisted differently behind scenes online native \"billed with\" dropdown profile). syncs flag bi-directionally flip qbo, bg picks next sync; bg, writes back qbo. systems stay aligned automatically. desktop (magiccarpet) equivalent setting. stores locally persists magiccarpet never read written desktop. qbd-connected customer, directly bg. nothing appears itself, qbd-side override value. practical implication expect round-trip something off. qbd, source truth ever change projects require careful bulk changes technically hood, requires \"bill customer\" checkbox every project. use defaults surgical option push customers once, inadvertently breaks alignment cause confusing invoicing behavior. including projects; special handling.  projects, per non-project need changed, leave projects' alone. see intuit's help qbo-side requirement. management. owner parent; individual properties sub-customers. communications, arrangement, job billed reported separately. multi-location franchisees. franchisee corporate office handles keep per-location billing. general contractors paying subs' invoices. gc trades gc's covers trades' holding company operating entities. subsidiaries centralized decentralized point handle separately-tracked accounts, cleanest pattern. independently, let manage settings. configure system, sync, auto-pay run cover linked (or desktop), profile \"is sub-customer\". reads. wait sync manual sync). relationship genie, pay, messenger, fields now inheriting video walkthrough short tutorial showing side setup, end step-by-step screenshots (quickbooks online) step 1. log account. 2. go sales \u0026gt; customers. 3. whose want via 4. click edit profile. 5. section, parent, save. sync. inside tab, confirmation message configured ways (and optionally pay) view, access portal's top navigation. (configurable type ) mixed logs normally would. grid shows hide button collapse ones checkout. processes credited correct receipts depending sub). necessarily portal. happen together. switching person manages accounts example, manager pays bills three different llcs, separate accident logging out. customer-switching groups in, active merchant's account shares logged-in user's match, navigation listing matched alphabetically. person, email, records. lists clicking switches context invoices, saved cards, configuration. share email. address, them. matching. customers, accountant clients switcher move freely. enable alone put surface one. link access. routes adds existing view. feature. email-based, parent/sub-based purely email-driven. records, separate, emails. status drive switcher. putting together common configurations buildings llc. subs building 101, 102, 103. manager. building. llc's charges building's place. result schedule b llcs llc a, b, c totally relationship. accountant's applicable (no relationship). applicable. c. needed. cadence login. independently co. co 1, companies. company's cards stand own. companies' emails, accident, used. functions genie. reporting tag company; anything else. frequently asked questions charged back-invoices no. affects future retroactively charge exist unpaid picked going forward. manually-paid history touched. charged. fallback. multi-level hierarchy (grandparent → sub) model flat immediate only. \"parent\" grandparent, resolution; cascade chain. recommend hierarchies purposes level (parent predictable dropdown. (1) record's matches exactly (case-insensitive, punctuation whitespace matter), (2) (deactivated appear), (3) merchant logged in. \"display parent\" viewing historical hidden turning hides forward, delete already-issued receipts. stops seeing related articles global overrides fees, customer-enabled capturing magtek reader supported accounting-software integrations","name":"Parent and Sub Customers (including QuickBooks Jobs)","votes":0,"is_published":true,"slug":"parentsub-customer","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/parentsub-customer?from_search=242492571","host":"https://helpcenter.billergenie.com","body_txt":"quickbooks, customer can set sub-customer another — useful tracking jobs single account, multiple locations one client, contractor work property owner. biller genie reads parent/sub relationships quickbooks gives two distinct features leverage bill parent (route sub-customer's billing parent), customer-portal experience lets portal user see, switch between, pay invoices records connected to. glance per-customer-or-per-type setting sub-customer. on, receives reminders, parent's autopay configuration drives payment, communications route parent. sub's invoice messenger , reminders auto settings get grayed take over. display per-customer toggle customer. view includes sub-customers combined list. independent turn either without other. works hood sub-customer, several pieces genie's behavior shift sub runtime messenger. send time, checks billtoqbonlineparent flag. looks uses reminder toggles decide whether send. ignored. paper mail reminders. follows way email statements mailed, envelope goes mailing address. needs turned confirmed address file. check payments. captured mobile capture scanner applied across sub-customers' step. select processing open listed own, marked belongs gets payment record. pay. eligible autopay, system (autopay enabled, autopay-on-type, default method, threshold) determine charge. off, runs regardless record says. routing. still recorded database (the for), flow processing. payments processed using stored applies invoice. accounting software sees paid, coming card late fees. fees calculated \"owns\" overdue balance perspective), inheritance. methods shared automatically methods. merge just means method. file does, will fail method make sure working relying autopay. qbo qbd differ handling customer's to, persisted differently behind scenes online native \"billed with\" dropdown profile). syncs flag bi-directionally flip qbo, bg picks next sync; bg, writes back qbo. systems stay aligned automatically. desktop (magiccarpet) equivalent setting. stores locally persists magiccarpet never read written desktop. qbd-connected customer, directly bg. nothing appears itself, qbd-side override value. practical implication expect round-trip something off. qbd, source truth ever change projects require careful bulk changes technically hood, requires \"bill customer\" checkbox every project. use defaults surgical option push customers once, inadvertently breaks alignment cause confusing invoicing behavior. including projects; special handling.  projects, per non-project need changed, leave projects' alone. see intuit's help qbo-side requirement. management. owner parent; individual properties sub-customers. communications, arrangement, job billed reported separately. multi-location franchisees. franchisee corporate office handles keep per-location billing. general contractors paying subs' invoices. gc trades gc's covers trades' holding company operating entities. subsidiaries centralized decentralized point handle separately-tracked accounts, cleanest pattern. independently, let manage settings. configure system, sync, auto-pay run cover linked (or desktop), profile \"is sub-customer\". reads. wait sync manual sync). relationship genie, pay, messenger, fields now inheriting video walkthrough short tutorial showing side setup, end step-by-step screenshots (quickbooks online) step 1. log account. 2. go sales \u0026gt; customers. 3. whose want via 4. click edit profile. 5. section, parent, save. sync. inside tab, confirmation message configured ways (and optionally pay) view, access portal's top navigation. (configurable type ) mixed logs normally would. grid shows hide button collapse ones checkout. processes credited correct receipts depending sub). necessarily portal. happen together. switching person manages accounts example, manager pays bills three different llcs, separate accident logging out. customer-switching groups in, active merchant's account shares logged-in user's match, navigation listing matched alphabetically. person, email, records. lists clicking switches context invoices, saved cards, configuration. share email. address, them. matching. customers, accountant clients switcher move freely. enable alone put surface one. link access. routes adds existing view. feature. email-based, parent/sub-based purely email-driven. records, separate, emails. status drive switcher. putting together common configurations buildings llc. subs building 101, 102, 103. manager. building. llc's charges building's place. result schedule b llcs llc a, b, c totally relationship. accountant's applicable (no relationship). applicable. c. needed. cadence login. independently co. co 1, companies. company's cards stand own. companies' emails, accident, used. functions genie. reporting tag company; anything else. frequently asked questions charged back-invoices no. affects future retroactively charge exist unpaid picked going forward. manually-paid history touched. charged. fallback. multi-level hierarchy (grandparent → sub) model flat immediate only. \"parent\" grandparent, resolution; cascade chain. recommend hierarchies purposes level (parent predictable dropdown. (1) record's matches exactly (case-insensitive, punctuation whitespace matter), (2) (deactivated appear), (3) merchant logged in. \"display parent\" viewing historical hidden turning hides forward, delete already-issued receipts. stops seeing related articles global overrides fees, customer-enabled capturing magtek reader supported accounting-software integrations","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"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":"September 23rd, 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 tips merchants; never 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=242492571","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 tips merchants; never 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"}}]