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FAQs
What is Botkeeper?
What does Botkeeper Include?
Pricing and Packaging
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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
FAQs
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
FAQs
A treasure trove of the most burning questions and enlightening answers about the enigmatic world of Botkeeper. Get your curiosity quenched here.
What is Botkeeper?
What is Botkeeper?
When was Botkeeper founded?
What general ledgers does the Botkeeper Operating System support?
Where is the Botkeeper team located and what are their qualifications?
How quickly can I get my firm up and running on the Botkeeper Operating System?
How do you import previous bookkeeping information into Botkeeper?
See more
What does Botkeeper Include?
Does Botkeeper support both cash and accrual accounting?
Does Botkeeper Handle Invoicing, Bill Pay, Payroll, Inventory?
Will Botkeeper file my client's taxes?
Does Botkeeper offer tax or financial advice?
Is there a mobile app for the Botkeeper Operating System?
See more
Pricing and Packaging
Pricing and plans
Botkeeper's Basic Package
Botkeeper's Advanced Package
Botkeeper's Rapid Write-Up Package
Why does Botkeeper price based on expenses?
See more
Botkeeper Service
What is my client’s service start date?
What are the best fit clients for Botkeeper?
General
How do I determine if I am using a free or paid version of QBO?
QBO Rules vs. Botkeeper Machine Learning: What's the Difference?