How do you import previous bookkeeping information into Botkeeper?

Through the Botkeeper onboarding process, we'll collect historical data from your client's existing software. Alternatively, we'll work with you to learn as much as we need to know to take on the bookkeeping.

During the Botkeeper onboarding process, we’ll collect as much historical data and information as possible from your client's existing accounting software. If no previous records exist, we’ll get to know as much as we can the old-school way, by interacting directly with you to get those books up and running! And rest assured—we’re respectful of your time and will streamline as much of the process as possible.