- Knowledge Base & Help Center
- Botkeeper Feature User Guide
- Your User Account
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FAQs
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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
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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 should I do if I have issues with my 2FA text message verification code?
You can have a new code sent to you.
If your 2FA verification method is set to Text Message and you have not received your verification code (or the code fails to work), take the following steps to correct this:
- From the Verification Code window shown during your account log in, select the Resend button option as seen in the screenshot below:
- Navigate to the text message app on the phone used for your 2FA verification.
- Locate the text message that contains your user’s verification code.
- Copy the verification code from within the text message.
- Navigate back to your accounting portal.
- Paste the verification code in the verification code field.
- Click the Complete Login button.
If you have any additional issues accessing your verification code via text contact your accounting firm for assistance in resetting your 2FA.