Knowledge Base & Help Center
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BOS Feature User Guide
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Botkeeper Background: Company History and Leadership
Understanding Botkeeper: Pre-Purchase Info
Pricing and Packaging
Bookkeeping & Accounting Basics
Comparisons
Security
Rapid Write-Up FAQs
Troubleshooting & Support
Troubleshooting
Introduction to Botkeeper Support
Support Channels
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
Manual Push
Portal Manager
Documents
Smart Connect
Password Manager
Business Insights
Scoping Tool
Integrations & Compatibility
Communication
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Health and Safety
Cancellation Policies
Strategic Partners
Product Updates
What's New? | Botkeeper
BOS Launch
Back to home
Knowledge Base & Help Center
BOS Feature User Guide
FAQs
Botkeeper Background: Company History and Leadership
Understanding Botkeeper: Pre-Purchase Info
Pricing and Packaging
Bookkeeping & Accounting Basics
Comparisons
Security
Rapid Write-Up FAQs
Troubleshooting & Support
Troubleshooting
Introduction to Botkeeper Support
Support Channels
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
Manual Push
Portal Manager
Documents
Smart Connect
Password Manager
Business Insights
Scoping Tool
Integrations & Compatibility
Communication
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Health and Safety
Cancellation Policies
Strategic Partners
Product Updates
What's New? | Botkeeper
BOS Launch
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.
Getting Started
How do I begin setup?
How do I log in?
What is two-factor authentication (2FA)?
How do I set up the two-factor authentication (2FA) method?
How do I change the two-factor (2FA) authentication method?
What level of control do I have over my notification digest setup?
How do I update my profile details?
How do I upload a new logo or favicon for my firm?
See more
Security & SSO
How secure is the Botkeeper Operating System?
How do I enable Two-Factor Authentication (2FA) in BOS?
Will my firm’s clients be able to use the single sign-on (SSO) integration to access BOS?
Does the single sign-on (SSO) integration to BOS include Two-Factor Authentication (2FA)?
Can my firm connect to the Botkeeper Operating System via single sign-on (SSO) integration?
What is Two-Factor Authentication (2FA)?
Who is required to enable Two-Factor Authentication (2FA)?
See more
Navigating BOS
Transaction Insights
How do I use the left-hand navigation?
Where do I find my notifications and notification settings, and what are they?
How do I access my profile settings?
Where do I find my firm details and branding?
How do I access the different BOS pages?
See more
User Access Permissions
Deactivate and Reactivate Users
What permissions and access does my user type have in BOS?
Managing Users
How do I delete an invitation to a new user in BOS?
View current users by status
Adding Users to BOS
Work
Organizing Projects Using Filters
Create projects in BOS for non-Botkeeper projects and assign them to my clients
We have A LOT of clients and tasks in the system, how do I ensure that I’ve completed all tasks I’m responsible for?
Who can assign tasks to Botkeeper, and who can view them?
Deleting Tasks
Add a Task to a Project
Can I reassign the assignee on a task from one staff person to another in BOS?
Upload documents to BOS without a task
Reassigning assignees on multiple tasks at one time
What is "Work," and how do I find it?
Are all tasks in BOS generated by Botkeeper?
How do I add a new task?
How do I complete a task?
Reassign Tasks
Delete a Project
What is Work?
Can I see all aspects of Botkeeper’s services via a project in BOS?
What types of notifications have a digest option available?
How do I complete a task in BOS?
See more
Transaction Manager
Transaction Manager
QBO transaction types | Transaction Manager
Xero transaction types | Transaction Manager
Add transactions to the GL | Transaction Manager
Confidence levels | Transaction Manager
Automated Tasks | Transaction Manager
Matching | Transaction Manager
Comments | Transaction Manager
Add or Update Payee or Category | Transaction Manager
Approve a transaction | Transaction Manager
Editing Transactions | Transaction Manager
Resetting Transactions | Transaction Manager
Excluding transactions | Transaction Manager
Can Transaction Manager be used without AutoPush?
See more
AutoPush
What is AutoPush, and how does it work?
How do I enable AutoPush?
When should I expect to see AutoPush enabled?
Can AutoPush be disabled after it is enabled?
What is the review process for AutoPush transactions?
I noticed that AutoPush is disabled in the Configurations tab of Transaction Manager. How do we enable it?
When does AutoPush run?
Can I use AutoPush without a Smart Connect connection?
Does a client’s bookkeeping frequency affect AutoPush?
For a client to use AutoPush, do all accounts need to be eligible?
Do bank feeds connected in the accounting system need to be disconnected to use AutoPush?
How do I find and use AutoPush configurations?
See more
Manual Push
Manual Push | Transaction Manager
Portal Manager
What is Portal Manager?
View current clients by statuses
How do I make changes to my firm details or branding?
How do I scope a new client?
How do I search for a scoped client?
Filter scoped client by status
Is there a limit to the number of users within Portal Manager?
See more
Documents
Documents
Commenting on documents
Upload documents or images without a task
View a document in a file
Download or share a file or folder
Use task banners to upload documents
See more
Smart Connect
What financial institutions are supported in Smart Connect?
What is Smart Connect, and how do I find it?
How do I resolve a "Connection Requested" card within Smart Connect?
How do I connect a new financial institution in Smart Connect?
How do I request a financial institution connection within Smart Connect?
How do I manage/update a financial institution connection?
What are the connection types in Smart Connect?
What are the different types of banners in Smart Connect?
How do I delete a financial institution connection in Smart Connect?
What is a financial institution card, and how can I see them?
What is an aggregate card in Smart Connect?
How do I find more details for a financial institution in Smart Connect?
Why can I get statements for some institutions and not for others?
Where can I find transactions for an account?
Can I connect my clients' bank accounts to Botkeeper?
Does Smart Connect with AutoPush replace bank feed connections in QBO
Do I need to link my client's bank accounts with the platform?
See more
Password Manager
A banner appeared in Password Manager, what does it mean?
What is Password Manager, and how do I find it?
How do I request credentials from a client to be stored in Password Manager?
How do I add client credentials in Password Manager?
Does Password Manager auto-generate tasks? And what are they?
Is there a limit to the number of passwords in Password Manager?
What is Password Manager?
Will existing Password Manager credentials transfer to BOS?
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Business Insights
What is "Business Insights," and how do I find it?
How do I adjust a dashboard date range in Business Insights?
How do I edit a dashboard widget in Business Insights?
How do I add a new dashboard widget to Business Insights?
How do I share a dashboard in Business Insights?
How do I export a Business Insights dashboard?
Will I be able to create my own dashboard template?
Can I customize the Business Insights dashboard?
Can you share Business Insights dashboards with clients that aren’t in the platform?
Am I able to schedule Business Insights reports?
See more
Scoping Tool
Where do I find the Scoping Tool?
What is the Scoping Tool?
How do I scope my clients for Botkeeper services?
Integrations & Compatibility
Which payment processors does Botkeeper connect with?
Does Botkeeper integrate with QuickBooks?
Communication
Communicating with Botkeeper