Knowledge Base & Help Center

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Knowledge Base & Help Center

FAQs

FAQs

A treasure trove of the most burning questions and enlightening answers about the enigmatic world of Botkeeper. Get your curiosity quenched here.

What is Botkeeper?

What is Botkeeper?

When was Botkeeper founded?

What general ledgers does the Botkeeper Operating System support?

Where is the Botkeeper team located and what are their qualifications?

How quickly can I get my firm up and running on the Botkeeper Operating System?

How do you import previous bookkeeping information into Botkeeper?

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What does Botkeeper Include?

Does Botkeeper support both cash and accrual accounting?

Does Botkeeper Handle Invoicing, Bill Pay, Payroll, Inventory?

Will Botkeeper file my client's taxes?

Does Botkeeper offer tax or financial advice?

Is there a mobile app for the Botkeeper Operating System?

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Pricing and Packaging

Why does Botkeeper price based on expenses?

What happens if I decide to cancel my subscription?

How do I upgrade my subscription to add licenses?

Where can I see the details of my subscription?

What are the differences among the available Botkeeper packages and their pricing?

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Botkeeper Service

What is my client’s service start date?

What are the best fit clients for Botkeeper?

Does Botkeeper offer migration services?

General

How do I determine if I am using a free or paid version of QBO?

QBO Rules vs. Botkeeper Machine Learning: What's the Difference?

What is the workflow when I want to use Smart Connect for my clients using a 3rd party application such as (but not limited to) Stripe, Venmo, Paypal, Dext, etc.?

Will my clients be exposed to Botkeeper in the portal?

How do I reactivate a terminated client to make it an infinite client?

What is my firm’s Botkeeper URL?

How do I clear my cookies for the Botkeeper website in Chrome?

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Rapid Write-Up

Botkeeper's Rapid Write-Up Package

Does the Rapid Write-Up service offering include our clients’ personal books?

What happens if I already have a client on a general ledger system with existing data; are they eligible for either of the Rapid Write-Up service offerings?

If my client has loans, will you split the interest & principle and then reconcile back to the loan statement / amortization table?

What happens if I only have access to photocopies or scanned images of my client’s bank and credit card statements?

If my client hand-writes checks, and the check images are not included on the bank statement, may we provide you with the check images and or remittance details to complete the Rapid Write-Up service?

How long will the firm have access to the Rapid Write-Up general ledger?

How will the initial balances for my client accounts be set up to ensure the production of accurate financials?

Why am I receiving an uncategorized transaction report, but not receiving details as to why the transactions on the report were not categorized?

Will you perform matching in the Rapid Write-Up service?

Is Xero training included in the Rapid Write-Up service offering?

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