- Knowledge Base & Help Center
- FAQs
- Understanding Botkeeper: Pre-Purchase Info
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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
- 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
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BOS Feature User Guide
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Accounting Partner Resources
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AI UNCHAINED Conference
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Strategic Partners
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Product Updates
Where is the Botkeeper team located and what are their qualifications?
Based in the northeastern US and select regions around the world, the Botkeeper team is trained in-house and supports accounting firms and their clients across all industries.
Botkeeper team members are full-time employees based in several areas throughout the world, with the majority in the northeastern United States. We don’t outsource your bookkeeping, and we never will. Our accounting/CPA team is trained in-house, and collectively, we’ve supported thousands of firms and their business clients. We know how to meet your unique bookkeeping needs, regardless of your clients' industries or business complexities.