Biller Genie Blog

How to Set Up AccountingSuite™: Get Started in Minutes

Sep 30, 2019

As a business owner, you’re a jack-of-all-trades. Beyond ensuring your customers receive the best product and service possible, you’re adept at managing everything that goes on behind the scenes.

Fortunately, juggling the day-to-day is much easier these days, thanks to free accounting software like AccountingSuite™. This feature-packed, easy-to-use accounting solution was designed with the needs of business owners in mind. One of the many reasons why we love it.

With AccountingSuite™, you can manage your accounts, track your sales and purchases, create reports, track your projects’ time and profitability, and so much more. This one-of-a-kind platform even offers inventory and eCommerce management tools.

If you’re already using AccountingSuite™, then you know exactly what we’re talking about. If you aren’t, don’t worry! We’ll fill you in on everything you need to know.

As great as AccountingSuite™ is, wouldn’t it be great if:

  • Instead of manually sending out your invoices, waiting for payments, and then sending the details to AccountingSuite™, the software could do all of that for you (almost) automatically?
  • You could somehow make it easier for your customers to pay you?

To put it in accounting terms, how would you like to shorten your invoice-to-cash cycle while saving time? When you integrate Biller Genie with AccountingSuite™, you can.

The Perfect Time Saving Companion for AccountingSuite

Biller Genie is like Thor’s hammer. Sure, Thor is pretty awesome all by himself, but it’s only once you power him up with his hammer does he become one of the all-time strongest superheroes. Similarly, AccountingSuite ™ (or QuickBooks) is already great by itself. But add Biller Genie to the mix and you’ll have a combination that is a truly powerful tool for any business owner.

Specifically, Biller Genie makes the menial but essential tasks of sending, following-up, and collecting on invoices 99 percent automatic. The Automated Invoice Messenger syncs with AccountingSuite™ and sends invoices to your clients for you. On top of that, you can ‘set and forget’ payment follow-ups, reminders, past due notices, and thank-you notes. For your habitually tardy clients, the Late Fee Manager sends polite (and effective) payment reminders so you don’t have to.

Of course, your clients are your allies, not your enemies. Which is why Biller Genie makes things easy for them, too. With the Branded Customer Portal, your clients can securely pay multiple invoices with just a few clicks from any connected device. With flexible payment options that include credit cards, ACH, and ApplePay—your clients will have more choices than ever before.

Best of all, Biller Genie seamlessly integrates with AccountingSuite™. Invoicing updates, customer data, and transactions automatically sync with each other, while payments made through Biller Genie’s Branded Customer Portal automatically post to AccountingSuite™.

Thanks to his hammer, Thor doesn’t have to waste time dealing with minor henchmen one at a time. Thanks to Biller Genie, you don’t have to waste time on all of the petty invoicing and payment tasks. Instead, you can focus on what you do best—running your business.

4 Simple Steps to Connect Biller Genie with AccountingSuite

If you’re worried that getting Biller Genie set up with AccountingSuite™ is going to be a chore and a bore—don’t be! It’s as easy as 1-2-3-4.

Step 1: Sign up for Biller Genie

Obvious, but it has to be said! Biller Genie is not only the perfect complement to AccountingSuite™—it’s also free to use! Sign up for your free account (no credit card required), and experience the platform for yourself.

Step 2: Login to Biller Genie and find the ‘Integrations’ tab

Once you’ve registered for your Biller Genie account, login and look for the ‘Integrations’ tab (the gear icon) on the left-hand menu. You’ll see a dropdown list with QuickBooks, Xero, and AccountingSuite™. Click on the AccountingSuite™ option.

Step 3: Click “Connect to AccountingSuite

A popup (with a plug icon) will appear, confirming that you want to connect Biller Genie to AccountingSuite™. Click the big yellow “Connect to AccountingSuite™” button.

Step 4: Login to your AccountingSuite account

Follow the series of on-screen prompts, and you’ll be brought to a login page for AccountingSuite™. Login as you normally do, and that’s it!

Manage Your Business and Get Paid Faster with This Dynamic Duo

Biller Genie and AccountingSuite™ are the perfect dynamic duo. Separately, they’re pretty great. But together? They will streamline, automate, and make running your business easier than ever before.

So, don’t hesitate—try Biller Genie for free today.

 

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