- Knowledge Base & Help Center
- FAQs
- Pricing and Packaging
-
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
What happens if I decide to cancel my subscription?
The answer depends on whether you're on a monthly or annual contract.
We have no hard feelings here at Botkeeper. If you don't feel the service matches the needs of your firm, simply take the following steps for your respective subscription type:
Monthly Subscription:
- Update your subscription to not renew by taking the following steps:
- Submit a Help Ticket
- Enter the following information in the support ticket:
- First Name
- Last Name
- Mobile Phone Number
- What category best describes your inquiry? - Select Billing & Contract from the dropdown list
- Billing Inquiry Type? - Select Cancel Account from the dropdown list
- Overview - Enter a subject line for your ticket submission
- Ticket Description - Here is your time to share the finer details on your ticket submission
Annual Contract
- Please reach out to your Account Executive to review your options.