Getting Started
Your Botkeeper journey is underway! Start here to get your firm ready for success.
Before you Begin
- What is Botkeeper?
- What's the difference between Botkeeper and QuickBooks?
- How the Botkeeper System Works
- Platform vs Services: What’s the Difference?
- Botkeeper's Navigation Bar
- Profile Settings
- Settings, Notifications, and Quick Access
Setting Up Your Firm
- Botkeeper's Quick Start User Guide
- Botkeeper Entity Fit & Onboarding Flowchart
- Quick Start: Logging in for the 1st Time and Adding a Client
- Single Sign-On (SSO) Integration and Data Security
- Two-Factor Authentication (2FA) with Botkeeper
- What is my firm’s Botkeeper URL?
- Firm Details and Branding
- How do I make changes to my firm details or branding?
- How do I upload a new logo or favicon for my firm?
- How do I update my profile details?
- What level of control do I have over my notification digest setup?
- What types of notifications have a digest option available?
- How do I clear my cookies for the Botkeeper website in Chrome?
- Working with Zapier
- How does Botkeeper work with client entity 3rd-party applications?
Connecting Your Data
- How do I provide Botkeeper access to my QBO client?
- How do I provide Botkeeper access to my Xero client?
- 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?
- What is the workflow when I want to use Smart Connect for my clients using a 3rd party application such as (but not limited to) Stripe, Venmo, Paypal, Dext, etc.?