QUICKBOOKS DESKTOP INTEGRATION
Biller Genie integrates directly with QuickBooks Desktop, supercharging the software.
There is no action needed on your part besides connecting the two software – which can be done in less than 3 minutes.
Customer data in your QuickBooks Desktop account automatically gets sent to Biller Genie. When you make an update in one platform, it syncs to the other.
All transactions made in QuickBooks Desktop are automatically pulled into Biller Genie, and payments are reconciled to ensure invoices align across both platforms
If an invoice is updated in QuickBooks Desktop, it will upload to Biller Genie and trigger the Invoice Messenger tool to send follow-up emails on your set schedule.
When you create an invoice in QuickBooks Desktop, Biller Genie takes over. As soon as your customer makes a payment using Biller Genie, it will automatically post to QuickBooks.
QuickBooks Desktop FAQ
Do I need to update Biller Genie after adding an invoice to QuickBooks Desktop?
No, once you’ve successfully connected your QuickBooks Desktop account to Biller Genie, customer data will automatically sync between both platforms.
If I create a customer in Biller Genie, how will it look in QuickBooks Desktop?
When you create a new customer in Biller Genie, it will automatically send it to QuickBooks Desktop and read as: First Name, Last Name, (Business Name) << ID >>
What if I have a pending invoice in my QuickBooks Desktop account?
How are payments received and recorded?
How often does synching take place?
What happens when I need to issue a refund to a customer?
Can customers make stand-alone payments?
What if I create an invoice in Biller Genie?
What happens during the first sync?
How do I know it’s working how it should?
For more details on how to connect your QuickBooks Desktop account to Biller Genie, or learn more about the integration, please visit the Knowledge Center.