Overview

MagicCarpet is Biller Genie’s supported sync application for QuickBooks Desktop. This guide walks through the full installation and initial sync process for your first QuickBooks company file.

If you are adding additional company files after completing this process, refer to Syncing Multiple QuickBooks Desktop Company Files with Biller Genie.

Before You Begin (Important)

Before starting the installation, log in to the Biller Genie merchant portal and turn off the following setting:

• Navigate to Control Panel > Invoice Defaults
• Turn off Send Paid Reminder for Invoices Closed In Accounting Software

This setting will be restored after installation is complete and prevents unnecessary notifications during the initial sync.

Pre-Install Checklist

Review the requirements below before proceeding.

Deal Breaker

• QuickBooks Desktop 2013 and older are not supported
• MagicCarpet requires QuickBooks Desktop 2014 or newer

If your QuickBooks version does not meet this requirement, MagicCarpet will not work as expected.

QuickBooks Desktop Requirements

• You must be able to log in as the Admin user
• You must be able to switch to Single User Mode
• Install all available QuickBooks updates, Go to Help > Update My QuickBooks

Computer Requirements

• Windows user has administrator rights
• Ability to download and run MagicCarpet
• Ability to allowlist MagicCarpet in antivirus or security software
• Active internet connection
• QuickBooks Desktop must be installed on the same machine and able to access the company file (local, network, or hosted)

Remote Server Access (If Applicable)

If QuickBooks Desktop is installed on a server:

• The server must have a graphical user interface (GUI)
• The Windows user must be able to remain logged in
• The server must be able to access the Biller Genie website

Before You Install (Existing Integrations Only)

If the subscriber has previously used a QuickBooks Desktop integration, complete the steps below to ensure a clean install.

If the subscriber has never used a QuickBooks Desktop integration, skip to Installing MagicCarpet.

In QuickBooks Desktop

1. Log in as the Admin user
2. Switch to Single User Mode
3. Go to Edit > Preferences > Integrated Apps > Company Preferences
4. Uncheck Biller Genie
5. Click Remove
6. Go to File > Manage Web Apps
7. Confirm that the Biller Genie web app shows Set Up

In Biller Genie

1. Navigate to Control Panel > Customer Defaults > Invoice Messenger
   1. Turn off Invoice Messenger for New Invoice and Paid
   2. Click Save Defaults for New Customers
2. Confirm Send Paid Reminder for Invoices Closed In Accounting Software is turned off
   1. (Control Panel > Invoice Defaults)
3. Disconnect the existing connector
   1. Click Disconnect twice to finalize
4. Remove the existing add-on
5. Go to the Add-Ons Marketplace
6. Under Accounting Software, uninstall any v2 or v3 connector

Installing MagicCarpet

Step 1

In Biller Genie, go to Add-Ons Marketplace > Accounting Software.

Step 2

Click the MagicCarpet tile and select Install.

Step 3

Click Click here to download MagicCarpet.

The installation wizard will launch

Confirm the destination folder is MagicCarpet

Click Next, then Install

If you encounter a WebView error, install Microsoft WebView 2:
https://go.microsoft.com/fwlink/p/?LinkId=2124703

Step 4

Click Finish once the installation completes.

MagicCarpet will launch automatically.

Linking MagicCarpet to QuickBooks Desktop

IMPORTANT BEFORE CONTINUING

Before linking MagicCarpet to QuickBooks Desktop, confirm the following in QuickBooks:

• You are logged in as the Admin user
• QuickBooks Desktop is in Single User Mode
• The correct company file you want to sync with Biller Genie is open
• No other company files are open

Ensuring the correct company file is the only file open is critical. Proceeding with the wrong file open may result in syncing data to the wrong Biller Genie account.

Step 5: Enter the Unique Linking Code

1. In Biller Genie, copy the unique MagicCarpet linking code
2. Paste the code into the MagicCarpet connector
3. Click Link

Step 6: Connect to QuickBooks

1. Login in as Admin to the company file you wish to sync with Biller Genie
2. Once logged in, click Connect to QuickBooks inside the MagicCarpet connector
3. Click OK to continue

MagicCarpet will now request permission from QuickBooks Desktop.

Step 7: Approve the QuickBooks Certificate

A QuickBooks security certificate window will appear.

1. Select Yes, always allow access; even when my QuickBooks isn’t running
2. From the dropdown, select Admin
   1. Or select a user with equivalent admin permissions
3. Do not check the option for Social Security information
4. Click Continue or Yes to approve

Step 8: Complete the Initial Sync

• MagicCarpet will confirm the connection
• The Biller Genie portal will automatically refresh
• An initial sync will begin

Allow the sync to complete without closing QuickBooks or MagicCarpet.

Step 9: Run a Second Sync

After the first sync completes, manually initiate a second sync.

The second sync is often required to fully complete the installation.

Final Step: Restore Settings

Once installation and syncing are complete:

• Return to Control Panel > Invoice Defaults
• Re-enable Send Paid Reminder for Invoices Closed In Accounting Software if desired
• Re-enable any Invoice Messenger settings that were turned off earlier

Still Having Trouble?

If issues occur during installation or syncing, contact the Biller Genie support team at support@billergenie.com and include the following details:

• QuickBooks Desktop version
• Whether this is a local computer or server
• Confirmation that you are logged in as the Admin user
• Any error messages shown during installation or syncing

Providing this information will help our support team assist you as efficiently as possible.