- Knowledge Base & Help Center
- FAQs
- Botkeeper Service
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FAQs
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Troubleshooting & Support
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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
- Accounts Payable
- 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
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BOS Feature User Guide
- Getting Started
- Your User Account
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
Does Botkeeper offer migration services?
Botkeeper offers migration services for clients looking to be migrated to a Xero general ledger.
Botkeeper offers migration services for clients looking to be migrated to a Xero general ledger. This is performed using lists, and managed at the summary level. Transaction-level migrations are not included in this service. Botkeeper does not offer migration services for clients looking to migrate to QBO. We recommend that you reach out to your Intuit representative to manage these requests.