Knowledge Base & Help Center

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Knowledge Base & Help Center

Standard Operating Procedures & Policies

Standard Operating Procedures & Policies

The tried-and-true processes designed to streamline, maintain consistency, and ensure optimal efficiency across all aspects of our service.

Transaction Categorizations | Basic Services

What is included in Botkeeper's Basic Transaction Categorizations?

How does Botkeeper categorize transactions?

What kind of transactions are included in the Basic Transaction Categorization service?

When are transactions processed?

Botkeeper Accounting Partner responsibilities | Categorizing Transactions

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Schedule Maintenance with Month End Journal Entry | Basic Services

What is included in the Basic Schedule Maintenance with Month End Journal Entry?

How does Botkeeper handle Basic Schedule Maintenance with Month End Journal Entry?

What are my responsibilities as a Botkeeper Accounting Partner for Basic Schedule Maintenance with Month End Journal Entry?

Payroll Journal Entries | Basic Services

What is included in Botkeeper's Basic Payroll Journal Entries?

What are my responsibilities as a Botkeeper Accounting Partner for Basic Payroll Journal Entries?

Simple Month End Journal Entries | Basic Services

Responsibilities for Simple Month End Journal Entries

What is included in Botkeeper's Simple Month End Journal Entries?

Bank & Credit Card Reconciliation | Basic Services

Bank & Credit Card Reconciliation

Accounting Partner responsibilities for Bank & Credit Card Reconciliations

Standard Monthly Report Package

Standard Monthly Report Package

Month-End Close | Basic Services

What is included in Botkeeper's Basic Month-End Close?

How are mid-month bank/credit card statements treated?

Monthly Close Timing and Required Information

Monthly Close Timing

Required Information for First & Ongoing Close

GL Closing Procedures (Hard Close vs. Soft Close)

Botkeeper's Catch-up and Clean-up

Applying Payments to AR Invoices | Advanced Services

Advanced Services: Applying Payments to AR Invoices

What are my responsibilities as a Botkeeper Accounting Partner for Applying Payments to AR Invoices?

Class & Department or Project/Job Tracking | Advanced Services

Class & Department Tracking | Advanced Services

What are my responsibilities as a Botkeeper Accounting Partner for Class/Department or Job/Projects Tracking?

Project/Job Tracking- Advanced Services

Payroll Categorizations | Advanced Services

What is included in Botkeeper's Advanced Payroll Categorization?

How does Botkeeper handle Advanced Payroll Categorizations?

Accounts Payable

What’s included in the Weekly AP service offering?

QBO W-9 Form Request | Advanced Services

What is included in the QBO W-9 Form Requests?

3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services

What is included in Botkeeper's 3rd Party Point-of-Sale Reconciliation?

What is included in 3rd Party Credit Card Merchant Account Reconciliation? | Advanced Services

Monthly Standard Invoicing | Advanced Services

What is included in the Monthly Standard Invoicing?

Enhanced Ongoing Report Support | Advanced Services

What is included in the Enhanced Ongoing Report Support?

3rd Party Inventory Reconciliation | Advanced Services

What's included in Botkeeper's 3rd Party Inventory Reconciliation?

Rapid Write Up Procedures

Botkeeper's Rapid Write-Up Packages

Rapid Write-Up Deployment Process

Rapid Write-Up turnaround times

How do I know when my quarterly Rapid Write-Up client has a quarter completed, and a subsequent quarter is in-progress?