Knowledge Base & Help Center

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Knowledge Base & Help Center

Troubleshooting & Support

Troubleshooting & Support

Support isn’t one-size-fits-all — which is why Botkeeper offers various ways to engage with our support channels and resources.

Introduction to Botkeeper Support

Getting Started with Botkeeper Support

Support Tips and Tricks

How to Access the Support Channels

The Botkeeper Knowledge Base

Botkeeper Support Tickets

Botkeeper Support Inbox

Chat with our SupportBot

Who are the Botkeeper Accounting Experts?

In the Scoping Tool, what does each of the Entity Statuses mean?

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Troubleshooting

BOS Platform Not Loading

Why is my client not showing in the client drop down option of the portal?

Where can I find outage or status updates?

What if I can’t access my authenticator app?

How do I resend an invitation if the user’s Welcome Email has expired?

What do I do if a user updated their email address, but didn’t receive the confirmation code email?

What do I do if a user didn’t receive their password reset email?

What do I do if I don't receive a two-factor authentication (2FA) code, or the code I have doesn't work?

I am not receiving my two-factor authentication (2FA) verification code to my phone or authenticator app, how do I get help logging in to the portal?

I am not receiving my verification code by text

What if my verification code doesn't work, how do I get help?

Transactions categorized incorrectly

What do I do when I can’t connect to a client’s financial institution/bank/credit card account even after the scoping tool told me I could?

Where is the task to upload my client’s month-end bank or credit card statement?

Finding clients in the portal

I paid up front, why am I getting a monthly invoice?

Why am I seeing a banner stating I am disconnected from the accounting system?

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