Knowledge Base & Help Center
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BOS Feature User Guide
FAQs
What is Botkeeper?
What does Botkeeper Include?
Pricing and Packaging
Botkeeper Service
General
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
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
Transaction Insights
Activity Hub
Bot Review
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Health and Safety
Cancellation Policies
Product Updates & Release Notes
What's New? | Botkeeper
Back to home
Knowledge Base & Help Center
BOS Feature User Guide
FAQs
What is Botkeeper?
What does Botkeeper Include?
Pricing and Packaging
Botkeeper Service
General
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
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
Transaction Insights
Activity Hub
Bot Review
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Health and Safety
Cancellation Policies
Product Updates & Release Notes
What's New? | Botkeeper
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
Beginning Setup
Getting Started with Botkeeper
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?
How do I add Botkeeper to Xero?
How do I provide Botkeeper access to my clients' books (QBO/XERO)?
How do I add Botkeeper to Bill.com?
How do I add Botkeeper to 3rd party payroll providers?
How do I add Botkeeper to 3rd-party merchants?
How do I add Botkeeper to 3rd-party expense apps?
See more
Security & SSO
Single Sign-On (SSO) Integration and Data Security
Two-Factor Authentication (2FA) with Botkeeper
Navigating BOS
Botkeeper's Navigation Bar
Settings and Notifications
Profile Settings
Firm Details and Branding
User Access Permissions
Deactivate and Reactivate Users
Understanding Botkeeper Platform Permissions
Managing Users
User Setup in Botkeeper Operating System
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?
Deleting Tasks
Add a Task to a Project
Reassign task from one staff person to another in BOS
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?
Completing Tasks
Reassign Tasks
Delete a Project
Can I see all aspects of Botkeeper’s services via a project in BOS?
What types of notifications have a digest option available?
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?
How do I match a transaction?
How do I add a new account to my clients’ chart of accounts in Botkeeper?
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?
Why don’t I see AutoPush working as of my client’s start date?
Why do I have to disconnect my general ledger bank feeds when AutoPush is enabled?
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?
Is there a limit to the number of users within Portal Manager?
How can I know if a user is already assigned to an entity when adding them to a new one in Portal Manager?
How can I find out who has been invited to the portal?
What are the role types in 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
What kind of file types can I upload to Botkeeper?
How do I delete a Custom Folder from the Documents module?
See more
Smart Connect
What is Smart Connect, and how do I find it?
What financial institutions are supported in Smart Connect?
How do I resolve a "Connection Requested" card within Smart Connect?
How do I connect a new bank or credit card in Smart Connect?
How do I request a financial institution connection within Smart Connect?
How do I manage or update a financial institution/bank/credit card 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?
What do I need to do when I get the message "Disconnected - User Action Required" on a bank or credit card in Smart Connect?
What is Smart Link, and how do I use it?
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?
See more
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
Introduction to the Scoping Tool
How to scope a new client
Search for a Scoped Client
Filter scoped client by status
How do I scope an additional bank account or loan when my client is already in ongoing service?
How do I terminate a client?
How do I cancel a client termination?
See more
Integrations & Compatibility
What's the difference between Botkeeper and QuickBooks?
Which payment processors does Botkeeper connect with?
How does Botkeeper work with client entity 3rd-party applications?
Working with Zapier
Communication
Communicating with Botkeeper
Transaction Insights
Transaction Insights
Activity Hub
How do I use Activity Hub?
Bot Review
How do I use the reports in Bot Review?