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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
How do I upload a new version of a document?
Take the steps listed here if a new version of an existing file needs to be uploaded or is requested by your accountant.
If a new version of an existing file needs to be uploaded or is requested by your accountant, take the following steps:
- Navigate to the Documents module.
- Click on the folder (and any applicable sub-folders) till you navigate to the document you would like to view.
- Click the ••• (3 dots) in the Action column for the selected file:
- Select the Upload New Version option:
- A popup window will appear for you to select the Browse Files button:
- Navigate to and select the new file version you would like to upload:
- Click the Upload button.
- You will be brought back to your task list and receive 2 alerts in the lower right corner of the window:
- Uploading Files - waiting on security scan:
- Upload Complete.
- Uploading Files - waiting on security scan: