- Knowledge Base & Help Center
- Troubleshooting & Support
- Introduction to Botkeeper Support
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FAQs
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Troubleshooting & Support
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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
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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
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
Botkeeper Support Tickets
We're committed to providing an outstanding support experience for all our customers. Our ticket system is fast, efficient, and reliable — so you can get your problem solved as quickly as possible!
We're committed to providing an outstanding support experience for all our customers. Our ticket system is fast, efficient, and reliable — so you can get your problem solved as quickly as possible!
To submit a ticket with Botkeeper support:
- In the bottom right of your Botkeeper account, click the “Help” icon to access the Knowledge Base & Help Center, or click “Knowledge Base & Help Center” within our main site navigation for quick and easy access.
- In the Help Center navigation click “Submit a Ticket.”
- You’ll see our ticket form. Enter your details. Then, click “Submit.” Our team strives to address incoming support tickets within one business day.
- To review your support tickets, click “View your Support inbox.”
