Knowledge Base & Help Center
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FAQs
What is Botkeeper?
What does Botkeeper Include?
Pricing and Packaging
Botkeeper Service
General
Rapid Write-Up
Troubleshooting & Support
Introduction to Botkeeper Support
Troubleshooting
Standard Operating Procedures & Policies
Transaction Categorizations | Basic Services
Schedule Maintenance with Month End Journal Entry | Basic Services
Payroll Journal Entries | Basic Services
Simple Month End Journal Entries | Basic Services
Bank & Credit Card Reconciliation | Basic Services
Standard Monthly Report Package
Month-End Close | Basic Services
Monthly Close Timing and Required Information
Applying Payments to AR Invoices | Advanced Services
Class & Department or Project/Job Tracking | Advanced Services
Payroll Categorizations | Advanced Services
Accounts Payable
QBO W-9 Form Request | Advanced Services
3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
Monthly Standard Invoicing | Advanced Services
Enhanced Ongoing Report Support | Advanced Services
3rd Party Inventory Reconciliation | Advanced Services
Rapid Write Up Procedures
Botkeeper Feature User Guide
Getting Started
Your User Account
Security & SSO
Navigating BOS
User Access Permissions
Managing Users
Work
Transaction Manager
AutoPush
Manual Push
Client & User Management (formerly Portal Manager)
Documents
Smart Connect
Password Manager
Scoping Tool
Integrations & Compatibility
Communication
Transaction Insights
Activity Hub
Auto Bank Rec
Bot Review
JE Automation
Close Tracker
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Cancellation Policies
Transportation
Product Updates & Release Notes
What's New? | Botkeeper
Botkeeper's Knowledge Base & Help Center
FAQs
A treasure trove of the most burning questions and enlightening answers about the enigmatic world of Botkeeper. Get your curiosity quenched here.
Troubleshooting & Support
Support isn’t one-size-fits-all — which is why Botkeeper offers various ways to engage with our support channels and resources.
Standard Operating Procedures & Policies
The tried-and-true processes designed to streamline, maintain consistency, and ensure optimal efficiency across all aspects of our service.
Botkeeper Feature User Guide
Embark on a journey to Botkeeper mastery with our clever, step-by-step guides designed to make you an expert in no time.
AI UNCHAINED Conference
Everything you need to know about Botkeeper's most exciting event of the year!
Product Updates & Release Notes
Ongoing release notes for the Botkeeper Operating System, updated regularly as new features, bug fixes and other changes become available.