- Knowledge Base & Help Center
- BOS Feature User Guide
- Smart Connect
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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
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- Portal Manager
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- Scoping Tool
- Integrations & Compatibility
- Communication
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- 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
Why can I get statements for some institutions and not for others?
Statements are available for many institutions, but not all institutions are supported.
Statements are available for many institutions, but not all institutions are supported. If you have an institution that allows Botkeeper to pull the month end statements, but have not seen a statement appear in your client’s Smart Connect module, please ensure that the account is set up with Paperless statements enabled with their Financial Institution. If this is disabled, Botkeeper will not be able to pull the statement within Smart Connect.
If everything has been enabled within the financial institution, the “Bank Statements” section may appear differently depending on the version that has been enabled for your firm. .
There are 3 ways this information could be displayed in your client’s Smart Connect module. Below are examples of all three ways this might be represented:
- Not Supported
- Version 1
- Version 2
Institution not supported:
Institution supported & statements available (V1):
Institution supported & statements available (V2):
