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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
What are the different types of banners in Smart Connect?
Smart Connect features blue (new connection is processing); red (a current connection has disconnected); and yellow (user has requested a new connection) banners.
Blue Banner: The Blue Banner identifies new connections that require time to complete setup. When a blue banner appears, our system is pulling in data for your newly established connection, including balances and transaction details. Once setup is complete, the banner will be removed.
Red Banner: The Red Banner identifies current connections that have become disconnected. When in a disconnected state, the account owner will have to reconnect using their credentials. Once the account is reconnected, the red banner will be removed.
Yellow Banner: The Yellow Banner is shown when a user requests a new connection. This connection has not been established, and the account owner will have to connect their account for the first time. When the account is successfully connected, the yellow banner will be removed.