- Knowledge Base & Help Center
- Botkeeper Feature User Guide
- Your User Account
-
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
How do I set up my two-Factor Authentication (2FA) when my 2FA has been reset?
- Upon login, you will be prompted to setup your two-factor authentication (2FA) as seen in the screenshot below:
- When the new window appears take the following steps:
- Select either Authenticator app (recommended) or Text message (US Only).
- Authenticator app - is an application that needs to be installed on your smartphone and will provide you a code to enter when prompted during the login process of accessing your portal.
- Text message - will drive the system to send your phone a text message to provide you a code that you will need to enter when prompted during the login process of accessing your portal.
- If you selected the Authenticator App take the following steps; if not skip this step and advance to the next step.
- Open the authenticator app you would like to use.
- If you do not already have an authenticator app on your phone you will need to download one from your phone’s app store and return to complete this step and the following steps.
- Using your authenticator app instructions, setup your authentication code for your portal account user.
- After your authenticator app is setup click the Confirm button.
- Open the authenticator app you would like to use.
- If you selected the Text message take the following steps:
- Enter the phone number you would like the authenticator code sent to in the Phone number field.
- Click the Confirm button.
- Select either Authenticator app (recommended) or Text message (US Only).
Once you have your authentication option setup and completed, by successfully clicking the confirm button, you are ready to log into your portal!