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 cannot be installed.

QuickBooks Desktop Requirements

You must be able to log in as the Admin user

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)

Headless servers are not supported

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

Go to Edit > Preferences > Integrated Apps > Company Preferences

Uncheck Biller Genie

Click Remove

Go to File > Manage Web Apps

Confirm that the Biller Genie web app shows Set Up

In Biller Genie

Navigate to Control Panel > Customer Defaults > Invoice Messenger

Turn off Invoice Messenger for New Invoice and Paid

Click Save Defaults for New Customers

Confirm Send Paid Reminder for Invoices Closed In Accounting Software is turned off

(Control Panel > Invoice Defaults)

Disconnect the existing connector

Click Disconnect twice to finalize

Remove the existing add-on

Go to the Add-Ons Marketplace

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

Step 5: Enter the Unique Linking Code

In Biller Genie, copy the unique MagicCarpet linking code

Paste the code into the MagicCarpet connector

Click Link

Step 6: Connect to QuickBooks

When prompted, click Connect to QuickBooks

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.

Select Yes, always allow access; even when my QuickBooks isn’t running

From the dropdown, select Admin

Or select a user with equivalent admin permissions

Do not check the option for Social Security information

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.