QUICKBOOKS ONLINE 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 Online Integration 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 Online Integration are automatically pulled into Biller Genie, and payments are reconciled to ensure invoices align across both platforms.
If an invoice is updated in QuickBooks Online Integration, 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 Online Integration, Biller Genie takes over. As soon as your customer makes a payment using Biller Genie, it will automatically post to Quickbooks.
QuickBooks Online FAQ
Do I need to update Biller Genie after adding an invoice to QuickBooks Online?
No, once you’ve successfully connected your QuickBooks Online account to Biller Genie, customer data will automatically sync between both platforms.
What if I have a pending invoice in my QuickBooks Online account?
Pending invoices in QuickBooks Online will not be synced to Biller Genie.
How often does synching take place?
QuickBooks Online will sync with Biller Genie every 3 to 5 minutes, or anytime a chance to a customer or invoice in either system is made.
Can customers make stand-alone payments?
Definitely! All you have to do is attach a stand-alone payment initiated in Biller Genie to a QuickBooks Online invoice at a later date.
What happens during the first sync?
New invoice reminders are turned on when you first sync QuickBooks Online with your Biller Genie account, and all open invoices will be automatically re-sent.
If I create a customer in Biller Genie, how will it look in QuickBooks Online?
When you create a new customer in Biller Genie, it will automatically send it to QuickBooks Online and read as: First Name, Last Name, (Business Name) << ID >>
How are payments received and recorded?
Once a payment is made in QuickBooks Online, Biller Genie will receive it and you can manually record the deposit.
What happens when I need to issue a refund to a customer?
Simply refund the transaction associated with any invoice in Biller Genie and manually record the refund in QuickBooks Online.
What if I create an invoice in Biller Genie?
Invoices created in Biller Genie will not sync to your QuickBooks Online account. However, anytime you create an invoice in QuickBooks Online, it will automatically update in Biller Genie.
How do I know it’s working how it should?
Biller Genie’s Smart Notification center will create to-do list action items in your dashboard if anything requires your attention, such as sync issues.
For more details on how to connect your QuickBooks Online account to Biller Genie, or learn more about the integration, please visit the Knowledge Center.