Partner Support Directory
Have a specific question? This page provides a directory of whom to contact at Botkeeper with your questions.
Let's Get You Connected.
Whom do you need to get in touch with?
Implementation Lead/Customer Success Lead
(@customersuccess)
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I have an onboarding question
Where do I click? How do I get started?
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I’m having difficulty connecting to my bank account
Why won't this work? Am I in the right place? I think my login is correct.
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I have a 3rd party application integration issue
Where do I go? Why won't this connect?
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I have a bank feed issue
I am connected but the feed isn't working! Why does my feed seem delayed?
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I have a QuickBooks Online (QBO) issue
How do I check for an open QBO seat? Why is QBO not syncing?
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I have a Xero issue
How do I add Botkeeper as an Advisor-Manager User? Why is Xero not syncing?
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I need help with permissions for new users
Where do I go? What do I click?
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I can’t find what I am looking for in my Botkeeper Partner Platform
It has gone missing! The Sales team told me you do it, but I can't find it!
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I need help customizing my dashboard views
How do I make it my own? How do I create my perfect view? What do I click?
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I am having a technical issue with my Partner Platform/Client Portal
TECH SUPPORT!
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I received an error when downloading a report
What does this error mean? How do I fix it?
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I need help integrating an app that Botkeeper doesn’t have listed
Where do I go? How do I connect something not in your connections library?
Growth Partner
(@growth.partners)
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I want to add more clients to my Botkeeper Partner Platform
This is amazing! I want to bring my next batch of clients on to the Botkeeper Platform. What do I need to do?
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I have a billing question
Something doesn't look right. I think I was under/overcharged. Can you review the bill with me?
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I want to do a press release with Botkeeper
Botkeeper is the best! How do I make this official and get us in the news together?
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I want to upgrade my package / add more custom services
This is working! How do I outsource more of my accounting work to Botkeeper and bring more of my clients on to the Botkeeper Platform?
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I want additional training for my new staff members
What training resources are available? Where do I send my new staff member? Can you train all the Partners to use the Portal? Can I add new users to the Portal?
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I need to change my billing information
We are on the move! Where do I go to change my billing information?
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I need a billing invoice
Let's make it official. Where do I go for a billing invoice?
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I need a quote for a clean-up or special project
I saw you offer additional services, can I get a quote?
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I have a question about the services that are being provided to us
Where can I find a list of the services we are getting from Botkeeper?
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I am looking for Botkeeper resources
I am looking for resources to help propel my firm’s growth. Where do I find them?
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I am interested in learning more about the tax write-up services Botkeeper offers
What is the Rapid-Write-Up Solution? How does it work?
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I am looking to get pricing on Botkeeper services
Where can I discuss the pricing of the various services Botkeeper offers?
Bot Team/Accounting
(@mention) (@accountant | @bookkeepingteam
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I have a question about how certain transactions are being categorized
That doesn't seem to belong there! Can you explain why you categorized that transaction this way?
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I need to fix an invoice that was sent out
It is gone, but it is wrong! How do I get it back or send an updated invoice?
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I have an issue with my vendor payment
The vendor is saying something isn't right with my payment. Can you look into this with me?
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I have a question about a changed retained earnings statement
Can we review my retained earnings statement?