QuickBooks Integration is here!
Biller Genie is your Automated Billing Assistant that eliminates 5 to 10 steps in the traditional collection cycle. Let us help your business get paid faster today!
Getting started is simple.
Automatically invoice clients, collect payments, track transactions, and more in minutes – with Biller Genie.
Biller Genie automatically syncs your customer and invoice data with your QuickBooks Desktop file or Online acount. Just configure Biller Genie once and continue using QuickBooks as you usually would – Biller Genie will do the rest!
With Biller Genie, you can easily customize your invoices, reminders, and customer payment portal with your logos and company colors – so you can build your brand recognition.
Simply create an invoice in QuickBooks and Biller Genie will customize it and send it out for your customer or client to view online or print at home. When you activate your payment account, your customer can pay online with one-click and invoices are automatically closed in QuickBooks once payment is received.
Biller Genie features customizable payment reminder templates and a scheduler which allows you to configure as many or as few reminders as you see fit, allowing you to automate communications to your customers, reminding them about past due invoices, and providing immediate payment confirmations.
Biller Genie makes it easy for customers to pay invoices online with our Integrated Processing account or by connecting to your existing processor. Use Biller Genie to securely store customer card information and setup subscription or automatic payments. Take payments over the phone and send customized receipts to your customers with a click of the mouse.
Gain back the time you spend chasing customers for past due payments.
Work smarter, not harder and let Biller Genie do the busy work!
is synced both ways between QuickBooks and Biller Genie, except for the address, which should only be updated in QuickBooks.
will be synced to QuickBooks with the display name reading as First Name Last Name (Business Name) << ID >>
will not be synced to Biller Genie
will receive the payment in QuickBooks and you can then record the deposit.
The default sync period is 15 minutes which you can change at your discretion.
after a change to a customer or invoice in either system.
associated with invoices in Biller Genie, but you must manually record the refund in QuickBooks.
in Biller Genie to QuickBooks invoices at a later date.
in Biller Genie will not be synced to QuickBooks.
is turned on during your first sync, Biller Genie will send all open invoices.
is missing an email address, Biller Genie provides a simple interface to add the email which will be synced to QuickBooks.
will create a to-do list action items in your dashboard if any sync issues require your attention.
In QuickBooks Desktop will result in duplicates in Biller Genie. Contact us to delete invoices.