Knowledge Base & Help Center
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What is Botkeeper?
What does Botkeeper Include?
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Troubleshooting & Support
Introduction to Botkeeper Support
Troubleshooting
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
Autonomous AP Processing | Advanced Services
Applying Payments to AR Invoices | Advanced Services
Class & Department or Project/Job Tracking | Advanced Services
Payroll Categorizations | Advanced Services
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
BOS Feature User Guide
Getting Started
Security & SSO
Navigating BOS
User Access Permissions
Managing Users
Work
Transaction Manager
AutoPush
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Portal Manager
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Smart Connect
Password Manager
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Transaction Insights
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Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
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Sponsorship
Health and Safety
Cancellation Policies
Product Updates & Release Notes
What's New? | Botkeeper
Botkeeper's Knowledge Base & Help Center
FAQs
A treasure trove of the most burning questions and enlightening answers about the enigmatic world of Botkeeper. Get your curiosity quenched here.
Troubleshooting & Support
Support isn’t one-size-fits-all — which is why Botkeeper offers various ways to engage with our support channels and resources.
Standard Operating Procedures & Policies
The tried-and-true processes designed to streamline, maintain consistency, and ensure optimal efficiency across all aspects of our service.
BOS Feature User Guide
Embark on a journey to Botkeeper mastery with our clever, step-by-step guides designed to make you an expert in no time.
AI UNCHAINED Conference
Everything you need to know about Botkeeper's most exciting event of the year!
Product Updates & Release Notes
Ongoing release notes for the Botkeeper Operating System, updated regularly as new features, bug fixes and other changes become available.