- 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
What if I’m behind on my client's books? Can you get me caught up?
Your Botkeeper team will work tirelessly to get your clients' books in order, regardless of their current state.
100%. You can add any amount of catch-up bookkeeping to a standard plan. No matter how far behind you are, we can get you and your clients caught up quickly. Talk with our specialist team to learn how you can get caught up!