- Knowledge Base & Help Center
- FAQs
- Rapid Write-Up
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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
Is Xero training included in the Rapid Write-Up service offering?
Hands-on training of the Xero system is not included with the Rapid Write-Up offering.
Hands-on training of the Xero system is not included with the Rapid Write-Up offering.
Once contracted for a Rapid Write-Up, we will provide your firm with a Botkeeper & Xero Quick Reference Guide for RWU* to help provide your team with a basic understanding of Xero. This includes areas such as, but not limited to:
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Navigation
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How to re-code transactions
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Find and match transactions
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Where to go for official Xero training
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How to become Xero certified
* The Botkeeper & Xero Quick Reference Guide for RWU will be provided if/and when your firm has contracted for a RWU service offering