- Knowledge Base & Help Center
- Troubleshooting & Support
- Introduction to Botkeeper Support
-
FAQs
-
Troubleshooting & Support
-
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
-
AI UNCHAINED Conference
-
Product Updates & Release Notes
Getting Started with Botkeeper Support
Here at Botkeeper, we know high-quality support is key to an amazing customer experience. Let's take a look at the different ways you can find the answers you need, when you need them!
Support isn’t one-size-fits-all — which is why Botkeeper offers various ways to engage with our support channels and resources.
Botkeeper users can access how-to guides, reference docs, and troubleshooting steps here in Botkeeper's Knowledge Base. Users can also ask questions, find answers, and engage with our team members directly by sending an email, giving us a call, or engaging in our SupportBot and LiveChat features.