Knowledge Base & Help Center
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Botkeeper Background: Company History and Leadership
Understanding Botkeeper: Pre-Purchase Info
Pricing and Packaging
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Comparisons
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Rapid Write-Up FAQs
Troubleshooting & Support
Troubleshooting
Introduction to Botkeeper Support
Support Channels
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
Autonomous AP Processing | Advanced Services
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
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Health and Safety
Cancellation Policies
Strategic Partners
Product Updates
What's New? | Botkeeper
BOS Launch
Back to home
Knowledge Base & Help Center
Troubleshooting & Support
FAQs
Botkeeper Background: Company History and Leadership
Understanding Botkeeper: Pre-Purchase Info
Pricing and Packaging
Bookkeeping & Accounting Basics
Comparisons
Security
Rapid Write-Up FAQs
Troubleshooting & Support
Troubleshooting
Introduction to Botkeeper Support
Support Channels
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
Autonomous AP Processing | Advanced Services
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
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Health and Safety
Cancellation Policies
Strategic Partners
Product Updates
What's New? | Botkeeper
BOS Launch
Troubleshooting & Support
Support isn’t one-size-fits-all — which is why Botkeeper offers various ways to engage with our support channels and resources.
Troubleshooting
Where can I find outage or status updates?
My BOS platform doesn’t load after I enter my credentials, what should I do?
What if I can’t access my authenticator app?
How do I resend an invitation if the user’s Welcome Email has expired?
What do I do if a user updated their email address, but didn’t receive the confirmation code email?
What do I do if a user didn’t receive their password reset email?
What do I do if I don't receive a two-factor authentication (2FA) code, or the code I have doesn't work?
I am not receiving my two-factor authentication (2FA) verification code to my phone or authenticator app, how do I get help logging in to the portal?
I am not receiving my verification code by text, how do I get help logging in to the portal?
What if my verification code doesn't work, how do I get help?
Transactions categorized incorrectly
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Introduction to Botkeeper Support
Getting Started with Botkeeper Support
Support Tips and Tricks
How to Access the Support Channels
How do I access the knowledge base and help center?
Who are the Botkeeper Accounting Experts?
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Support Channels
The Botkeeper Knowledge Base
Botkeeper Support Tickets
Botkeeper Support Inbox
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