Integrating Biller Genie with QuickBooks is a simple yet powerful way to streamline your invoicing, payment collection, and reconciliation processes. Here's a step-by-step guide to get you started
Step 1: Access the Add-ons section
To begin, log in to your Biller Genie account using your Biller Genie login. Once logged in, navigate to the main menu and select the Add-ons section.
Step 2: Connect to QuickBooks
In the Add-ons section, press the Connect to QuickBooks button. You will be prompted to log in to your QuickBooks account. After signing in, grant the necessary permissions to allow Biller Genie to access your QuickBooks data.
Step 3: Seamless integration
Once connected, your Biller Genie and QuickBooks accounts will automatically sync. Any changes made in one system will be reflected in the other, ensuring that your data is always accurate and up-to-date.
The benefits of syncing QuickBooks with Biller Genie
Automate invoicing and payments
One of the major advantages of connecting Biller Genie to QuickBooks is the automation of your invoicing and payment processes. Biller Genie allows you to automatically send invoices, follow up with reminders, collect payments, and reconcile transactions—directly in QuickBooks Online. This eliminates the need for manual data entry, saving you countless hours of administrative work.
Hassle-free two-way sync
With Biller Genie, any changes made in QuickBooks or Biller Genie will automatically sync to the other platform. This two-way synchronization ensures that your information is up to date 24/7, reducing the risk of errors and discrepancies.
Seamless workflow
Integrating Biller Genie with QuickBooks Online creates a seamless workflow for your business. You can manage your invoicing, payments, and bookkeeping all in one place, allowing you to focus on growing your business instead of getting bogged down by administrative tasks.
Get started with Sekure Payment Experts and Biller Genie today
At Sekure, we’re committed to making your payment processing as smooth as possible. We help you get set up with Biller Genie quickly and efficiently, ensuring you’re ready to take advantage of all the features that streamline your business operations. Our dedicated team will guide you through the setup process and help you integrate Biller Genie with QuickBooks, so you can focus on what matters—running your business.
Additionally, Sekure negotiates the best rates for payment processing, helping you save money while optimizing your payment and invoicing workflows. With Sekure, you can count on expert support, competitive pricing, and a hassle-free setup experience with Biller Genie.
By connecting your accounts, you'll ensure accurate, current data while streamlining your business processes. Ready to get started? Contact us today to get started.