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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
- 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
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
When should I expect to see AutoPush enabled?
We’re working hard to make sure AutoPush is ready for all partners!
Once you’ve been upgraded from our legacy portal to BOS, you’ll see AutoPush enabled on the first of the following month for all of your clients that have Smart Connect set up. For example, if you were migrated to BOS on November 15th, you should expect to see AutoPush enabled on December 1st.
If you’re a new partner on BOS, we’ve got some exciting news for you. You won’t have to wait long at all to see the benefits that AutoPush can provide - in fact, AutoPush will be enabled within the first few closes, after models have been created and trained!