- Knowledge Base & Help Center
- Botkeeper Feature User Guide
- Your User Account
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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 is two-factor authentication (2FA)?
BOS has enabled Two-Factor Authentication (2FA) for all users. This supports enhanced data security, in line with industry standards.
BOS has enabled Two-Factor Authentication (2FA) for all users. This supports enhanced data security, in line with industry standards.
2FA enhances login security and safeguards against unauthorized access to your portal. It requires you to present two factors —e.g. your login credentials plus a verification code — to confirm your identity and gain access to the portal.
When logging in, you and your users will be directed to enable 2FA using either an authenticator app (such as Google Authenticator, Authy, or Microsoft Authenticator) or SMS text messaging.