Syncing with QuickBooks Desktop

How to sync Biller Genie with QuickBooks Desktop.

To begin connecting Biller Genie with your QuickBooks Desktop account, you must first ensure you’re logged into your computer as an admin user.

If you’re using a server, log in to the server, as the Biller Genie Sync Manager must be installed on the server.

Step 1

Open QuickBooks and login as Admin in Single-User mode to the QuickBooks company you wish to integrate with your Biller Genie account.

Step 2

Log in to Biller Genie. Navigate to Add-ons Marketplace > Accounting Software > QuickBooks Desktop

This will take you to the QuickBooks Desktop Installation page

Step 3

Click Install

This will open up the QuickBooks Desktop page. 

Step 4

Click the Download Now button under Step 1 and install the Biller Genie Sync Manager. 

Step 5

Select the downloaded Biller Genie Sync Manager.exe file and follow the guided steps from the Install Wizard.

Step 6

Go back into your Biller Genie account. Click Generate under Step 2 to create your agent token.

Step 7

Click on the small icon below the generated token to copy it into your clipboard.

Step 8

Paste the copied token into the BIller Genie Sync Manager app and click Save.

Step 9

Go back into your Biller Genie account and click Connect under Step 3. 

Step 10

Open back up QuickBooks. Go through the pop-ups to grant Admin permissions to the Biller Genie Sync Manager. Select the option to enable when QuickBooks is closed. If multiple users are listed, select the Admin user.

Congratulations! Your Biller Genie account is now connected to QuickBooks Desktop. 

Allow a few minutes for the sync to jump to Sync in Progress, which will be seen on the top ribbon in your Biller Genie account. 

When the first sync is complete, you’ll be able to see the sync timestamp and see the sync interval (default is 60 minutes).

If you need to manually initiate a sync, just click the green sync button in the upper right-hand corner of the screen.